Importing contacts via CSV

[David Longley]

Hello,

Is there a tool or script (similar to how we can import users) so that i am able to manually import over 500 contacts in the system? 

 

Are there any plans to provide this facility either in the Admin Tool or as a separate tool similar to the Request Loader?

[Martyn Houghton]

@David Longley

There is a separate tool provided by Hornbill to import external contacts. 

Wiki - https://wiki.hornbill.com/index.php/SQL_Contact_Import

Download from GitHub - https://github.com/hornbill/goDb2HcontactImport

We used this a number of time to import contacts from SQL Server and MySQL sources. Note you have to pre-create the external organisation first.

Cheers

Martyn

[Victor]

@Martyn Houghton @David Longley once I have ready the org import tool, organisation can be imported as well...

[David Longley]

thanks @Victor any ETA just so i know whether to wait or manually import all my contacts / orgs? 

[David Longley]

Hi @Victor do you have any eta for the contact and organisation import tool?

[Victor]

@David Longley the tool is basically ready, just undergoing final touches and reviewed by our integration guru, Steve. It should be available very soon.

[David Longley]

okay great, I am manually uploading 80+ org, should i wait or do it? @Victor

[Victor]

@David Longley we are talking about customer organisations, right? Not Hornbill organisations (the ones you set in admin tool - companies)...

Should you wait? Ermm ...well it depends.. I take it you don't really want to do it manually so I would wait for it ...should not be more than a few days, possibly end of week... unless you really want to do it manually and/or it can't wait for few more days

 

[David Longley]

@Victor when will these be ready as you said the end of the week which was a few weeks ago?

[Victor]

@David Longley unfortunately it got delayed. It scheduled for deployment on Monday or Tuesday next week.

[David Longley]

thanks @Victor, just to tripple check, this is the importing of contacts who can access the customer portal? 

[Victor]

@David Longley just to clarify a few things:

Importing Contacts: we already have (and had for a while) a tool for such purpose, it can be found on Hornbill github here: https://github.com/hornbill/goDb2HcontactImport

Importing Organisations: we have deployed a brand new utility this evening for such purposes, it can now be found on Hornbill Github here: https://github.com/hornbill/goHornbillOrgImport