Customer Import (cloud)

Import Layout Specifications

• All columns are required. Pass an empty value for column field not used.
• File must be formatted as a comma delimited or tab delimited file. Do not qualify text fields with quotation marks.
• Fields may not contain ' (single quote).
• Field data cannot exceed indicated field length.

Column Name	Type	Length or Comment
First Name (Required)	string	25
Middle Name	string	20
Last Name (Required)	string	25
Account ID	string	50
Account ID Type	integer	Use a valid account type as defined in the Account Type Look-up table or pass 0 for no type.
Address	string	100
city	string	50
state	string	20
zip	string	15
country	string	20
Company Name (visitor center only)	string	100
Date of Birth	string	mm/dd/yyyy
SSN	string	No longer used - pass blank
Phone	string	999-999-9999
Email	string	255
Comment	string	50
Mobile Phone	string	999-999-9999

The import process will create a customer record, for each record in the file that does not exist in the LobbyCentral database. If the option to create a callback request is selected, a request will be created for all customers in your data-file.

Note: Maximum number of records that can be imported at one time is 500.

• File to Import: Click the Choose File button to select the file to import.
• Column Delimiter: Select whether it is comma or tab.
• Create a Callback Request: Unless you are creating a Help Desk to be used in-house, leave this information blank.

Import Customer Files

Once your file is created, go to Tools > Administration > Customer File Import to upload the file.

1. First select Tools > Administration > Integration - API Keys, and click Create Key
2. Once the key is created, go to Customer Import
3. Enter notification email 
4. Select API key
5. Select Choose File, and attach the file to import.
6. Select Column Delimiter: Comma.
7. Select Import File.