Customer Import (cloud)

If you need to import your customers to LobbyCentral Cloud, you may do so by following these guidelines. Please remember that your data file must conform to the file layout specifications detailed below.

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.
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