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Can't Import CRM Data with CSV in Virtual Contact Center
8x8 Support

Can't Import CRM Data with CSV in Virtual Contact Center

Symptom

Importing CRM data via CSV file in 8x8 Contact Center fails. (Particularly affects users without Excel, using a Mac, etc.)

Applies To

  • 8x8 Contact Center
  • CRM Data

Resolution

Bulk reformat troublesome data strings in Windows and/or Mac OS.

Windows

  1. Open CSV file in Notepad++ (To download Notepad++, click here).
  2. Perform Search and Replace function.
  3. Find:  \r
  4. Replace with:  \r\n
  5. Click Replace All.
  6. Save.
    VCC_CRM_IMPORT_2-500x216.png

Mac

  1. Open CSV file in TextWrangler (to download TextWrangler, click here).
  2. Click Search > Find.
  3. Select the Group checkbox.
  4. Type:  \r
  5. Replace with:  \r\n
  6. Save.

Cause

Currently, 8x8 Contact Center only accepts Windows-style "newlines." (In programming, this means CR, LF—Carriage Return, Line Feed—as common "unix-style" types of carriage return. CR, LF is the native method for Windows.)

For Mac users, the Contact Cennter CRM import fails due to Mac not appending a CR, LF for each row of data.

VCC_CRM_IMPORT_1-500x224.png

Note: Notepad++ used to show all characters.

 

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