Using this feature, you can export user contact information from the individual user contact lists into CSV files that contain the contact information. You can export user contacts for a marked set of user contact lists. Typically, this feature is used for analysis purposes.
When you export the user contacts, the information is split into three CSV files. These are the following:
- IAUCP.csv - all person contacts from the user contact lists.
- IAUCC.csv - all company contacts from the user contact lists.
- IAUCU.csv - all contacts from the user contact lists where InterAction cannot determine if the contact is a person or a company because neither a last name nor a company name is defined for the contact.
The following fields are exported from the user contact. For company contacts, only the fields that apply to a company are exported.
| Fields | Description |
|---|---|
| UCI | This is a unique contact identifier created and assigned to the contact. |
| Availability | This field displays one of the following values:
|
| Contributor | The account ID for the user whose contact list was the source for the exported contact. |
| Name | Title, First, Middle, Last, Suffix and Goes By |
| Job Title | |
| Department | |
| Assistant Name | |
| Business Address | Street, City, State Country, and Postal Code |
| Home Address | Street, City, State Country, and Postal Code |
| Business Phone | For all phone numbers, separate fields are used to record the phone number value and the phone number extension value. |
| Business 2 Phone | |
| Business Fax | |
| Business Mobile Phone | |
| Business Pager | |
| Assistant Phone | |
| Home Phone | |
| Home Fax | |
| Business Email Address | |
| Home Email Address | |
| Business Web Site | |
| Business Mobile Number |
Special Notes for Using Export User Contacts
When using this feature, keep the following information in mind:
- By default, only contacts that are in the firm list as well as in the user’s contact list are exported. You can include other contacts by changing the settings for the export.
- If you choose to include the contacts that are only in the user’s contact list, you are working with contact information that the professionals have indicated they want to keep personal. This may require additional security of the information or notification to the professionals.
- InterAction does not export user contact information that the user has chosen to keep confidential.
- By default, the export locates the CSV files in the Data directory. You can change this location by editing the settings for the export.
- You cannot change the name of the CSV files created.
- If you export a second time to the same location as you did the first time you exported user contacts, the CSV files from the first export is overwritten. You are not prompted when this occurs. If you want to keep different sets of CSV files for different groups of users, you should set up different locations to which the CSV files are saved for each export.
Export User Contact Information
- Log in to InterAction Administrator.
Choose Administer > Export > User Contacts.
Choose Settings.
On the settings dialog, review the current settings for the export and choose OK when finished.
You can change any of the following:
- Specify the location to which the files should be saved.
- Specify the encoding of the export file.
- Specify which contacts you want to export (In the firm list, In the user’s list only, or unknown).
You can filter the user contact lists displayed by choosing the Filter button on the Export User Contacts dialog box. You can use the filter to only display active users or users in a specific group.
Mark the contact lists from which you wish to export contacts and choose Export.
The review dialog box identifies the number of contacts that were exported and the location of those export files.