Importing Account Visitors

When you need to create a number of Account Visitors, manually creating each Account Visitor, one-by-one, would be a tedious process. To make things simple, you can use Account Visitors Import to create multiple Account Visitors in a short period of time. To import Account Visitors, a template .csv file is provided that can be downloaded. Add data to the respective columns in the file, and import the .csv file, to create the Account Visitors in Hushly.

Note: You must first add or  import your ABM Accounts to be able to associate Visitors to those Accounts. 

Follow the steps below to import the Account Visitors file:

Downloading a CSV File:

1. From the Left Nav Menu, Click ABM > Import.   
2. On the Import page, select Account Visitors from the Import drop-down.   
3. On the Import Account Visitors - Upload CSV file pop window, click Download Template CSV File and save the file in your system.   

Inserting Data into CSV File:

1. Open the Downloaded CSV File.   
2. The CSV file consists of column headers which are classified into Standard Fields. You can enter the data under their respective columns.
   

   Standard Field Name	Description	Example
   Account	This column identifies the Account.  Enter the company account name. Note: The Account should already exist in the system to import Account Visitors for the Account.	Hushly
   Invite ID	This column identifies the invitee if of the visitor. Enter a unique ID that can consist of any string value.	HLY001
   First Name	This column identifies the first name of the account visitor.	Geoff
   Last Name	This column identifies the last name of the account visitor.	Rego
   Email	Enter the email address of the account visitor.	Geoffrego@hushly.com
   Job Roles	Enter the job role of the account visitor.	CEO
   Department	Enter the department name of the account visitor.	Admin

       

Once the data is entered, Save the file, and  Import the file. 

Importing Account Visitors:

To import Account Visitors you can follow the below steps:

1. From the Left Nav Menu, Click ABM > Import, now click Import, and select Account Visitors. 
2. On the Import Account Visitors - Upload CSV file pop-up window, click SELECT FILE TO UPLOAD, select a .csv file from the file browser, or if the file explorer is already open you can drag and drop the .csv file here.
   Note: You can upload only 1000 Account Visitors records in the .csv file. The below screen is displayed when the .csv file has more than 1000 records.
   
   
3. After you upload a CSV file, the Import Account Visitors - Field Mappings window appears. By default, the Import Name field displays the .csv file name, however, you can make changes to the import name field.
   
   
4. Select an option under Manage Duplicates. You need to specify what the system should do when it encounters a duplicate record during import. You can select which information source wins. Click here to find out more.
   • Skip: is used to avoid updating account visitor information that already exists.
   • Update: would only insert the missing data of the account visitor from the source.
   • Overwrite: would update all the information of the account visitor from the source, except for an empty/blank value for a field in the source file.
     
     
5. Map all the required fields which display as the header of the column in the .csv file. Click Import.Note: Fields - Account and Invitee ID is mandatory. These fields must be mapped with the header columns of the .csv file to continue with the import.
   
   
6. The Import Account Visitors - Status window displays the status of the .csv imported file.
   • Import Account Visitors Success Screen
     
   • Import Account Visitors Failure Screen 
     Note: When importing the .csv file, If the Account does not exist in the system, If the account visitor's data matches an existing account visitor or the data being imported is of an invalid format, then the row of unappropriated data is listed out with the reasons mentioned in the Reason column.
     
     
7. Click Close to display the Account Visitors Details.   
8. Once the File is imported successfully, the account visitor's details in the file are displayed on the Account Visitors Page.