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https://github.com/kentico/xperience-by-kentico-contacts-importer

Custom module for Xperience by Kentico to enable marketers to import their Contacts from other systems and previous versions of Kentico
https://github.com/kentico/xperience-by-kentico-contacts-importer

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Custom module for Xperience by Kentico to enable marketers to import their Contacts from other systems and previous versions of Kentico

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README

        

# Xperience by Kentico Contacts Importer

[![Kentico Labs](https://img.shields.io/badge/Kentico_Labs-grey?labelColor=orange&logo=data:image/svg+xml;base64,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)](https://github.com/Kentico/.github/blob/main/SUPPORT.md#labs-limited-support)

[![CI: Build and Test](https://github.com/Kentico/xperience-by-kentico-contacts-importer/actions/workflows/ci.yml/badge.svg?branch=main)](https://github.com/Kentico/xperience-by-kentico-contacts-importer/actions/workflows/ci.yml)

[![NuGet Package](https://img.shields.io/nuget/v/Kentico.Xperience.Contacts.Importer.svg)](https://www.nuget.org/packages/Kentico.Xperience.Contacts.Importer)

## About The Project

Enables bulk importing of Contacts into an Xperience by Kentico solution using a `.csv` file.

![View of the Import Upload dashboard](https://raw.githubusercontent.com/Kentico/xperience-by-kentico-contacts-importer/main/images/screenshot-upload.jpg)

## Getting Started

### Prerequisites

- Xperience by Kentico >= 29.2.2

-

### Installation

Add the package to your application using the .NET CLI

```powershell
dotnet add package Kentico.Xperience.Contacts.Importer
```

### Add to your application dependencies

```csharp
builder.Services.AddKentico();
// ... other registrations
services.AddContactsImport();
```

### Add to your middleware pipeline

```csharp
app.InitKentico();
// ... other registrations
app.UseContactsImport();
```

## Usage

1. open contact importer application

![ContactImporterApplication](./images/ContactImporterApplication.png)
1. select file
1. select mode
1. Delete - this mode will delete contact by ContactGUID (CSV shall contain column with ContactGUID header)
1. Insert (skip existing) - this mode will import contacts (CSV shall contain column with ContactGUID)
1. "Assign to contact group" - all contact (existing included) will be assigned to specified group
1. Delimiter - delimiter used for CSV (common are `;`, `,`, `\\t`, ..)
1. "Batch size" - size of batch used for database operation, for instances with limited resources this value should not exeed 5000, lower than 100 is not reccomended.
1. Click "Send file" button

> Depends on resources available to application, but degraded application performance is expected during import.

Notes:

- do not close window with progress, file is uploaded from that window.
- do not manipulate file during import, close all applications write access to file (or lock)

### Supported CSV columns

| Column | .NET Type | Required |
| ----------------- | --------- | -------- |
| ContactGUID | Guid | yes |
| ContactCreated | DateTime | yes |
| ContactFirstName | string | no |
| ContactLastName | string | no |
| ContactEmail | string | no |
| ContactAge | Int32 | no |
| ContactMiddleName | string | no |

## Contributing

To see the guidelines for Contributing to Kentico open source software, please see [Kentico's `CONTRIBUTING.md`](https://github.com/Kentico/.github/blob/main/CONTRIBUTING.md) for more information and follow the [Kentico's `CODE_OF_CONDUCT`](https://github.com/Kentico/.github/blob/main/CODE_OF_CONDUCT.md).

Instructions and technical details for contributing to **this** project can be found in [Contributing Setup](./docs/Contributing-Setup.md).

## License

Distributed under the MIT License. See [`LICENSE.md`](./LICENSE.md) for more information.

## Support

[![Kentico Labs](https://img.shields.io/badge/Kentico_Labs-grey?labelColor=orange&logo=data:image/svg+xml;base64,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)](https://github.com/Kentico/.github/blob/main/SUPPORT.md#labs-limited-support)

This project has **Kentico Labs limited support**.

See [`SUPPORT.md`](https://github.com/Kentico/.github/blob/main/SUPPORT.md#full-support) for more information.

For any security issues see [`SECURITY.md`](https://github.com/Kentico/.github/blob/main/SECURITY.md).