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Import Settings

The Import Settings section allows you to configure automatic periodic imports of CSV files from an SFTP server into your Dialer Campaign records. The system checks the configured directory at the selected frequency and processes any matching files that have been modified since the last run.

Enabling Automatic Imports​

Toggle Enable to turn automatic imports on or off for this campaign. When disabled, no files will be pulled from the SFTP server, but your configuration is preserved.

Limits​

  • Up to 10 CSV files are processed per import run.
  • Each file may be up to 10 MB in size.
  • Only files modified since the last import run are processed — unchanged files are skipped.

Configuration Fields​

SFTP Connection​

  • Required: Yes (when import is enabled)
  • Purpose: Select the SFTP server to pull files from. Connections are managed in the Admin section.

Import Frequency​

  • Required: Yes
  • Options:
    • Every 5 minutes
    • Every 10 minutes
    • Every 30 minutes
    • Every 1 hour
  • Purpose: How often the system checks the SFTP directory for new or updated files.

Import Directory​

  • Required: Yes
  • Type: Text
  • Purpose: The folder on the SFTP server to scan for files. This path is appended to the SFTP connection's base directory.
  • Example: imports/records → resolves to <base_dir>/imports/records

File Pattern​

  • Required: Yes
  • Type: Glob pattern
  • Purpose: A glob pattern used to match which files in the directory should be imported. Must end with .csv.
  • Examples: *.csv, campaign_*.csv, records_2026_*.csv

Duplicate Handling​

  • Required: Yes
  • Options:
    • Skip Duplicates — if a record with the same customer reference ID already exists, it is left unchanged.
    • Overwrite Existing Records — replaces existing records entirely with the data from the file.
    • Update Record — updates only the data fields and phone numbers of existing records. Call attempts, status, dispositions, agent assignments, and scheduled callbacks are preserved.
  • Purpose: Determines what happens when an imported record's customer reference ID matches one already in the campaign.

Auto-Assign Agents​

  • Type: Toggle
  • Purpose: When enabled, agents are automatically assigned to imported records based on campaign assignment rules. When disabled, records are imported without an agent assignment.

Replace Existing Data​

  • Type: Toggle
  • Purpose: When enabled, all existing records in the campaign are deleted before the import runs, replacing them entirely with the records from the incoming file.

⚠️ Note: Replace Existing Data is a destructive operation. A confirmation prompt will appear before any manual import runs when this setting is active. Use with caution.

Import Status​

The status displays show:

  • Last Import — the date and time of the most recently completed import run. Displays "No imports completed yet" if no imports have run.
  • Next Import — the date and time of the next scheduled import run. Displays "Not scheduled" if imports are disabled.

Consecutive Failure Warning​

If the import fails 5 or more times in a row, automatic imports are paused and a warning banner is shown indicating the number of failures and the time of the last failure. Imports will automatically resume after a cooldown period, or you can retry immediately using Run Import Now.

Manual Controls​

Test Import Connection​

Validates the configured SFTP connection, directory, and file pattern without importing any data. Returns the number of files currently matching the pattern.

⚠️ Note: Save your settings before testing to ensure the test uses the latest configuration.

Run Import Now​

Triggers an immediate import run outside the normal schedule. If Replace Existing Data is enabled, a confirmation prompt will appear before the import proceeds.

Saving Your Configuration​

Click Save after configuring all fields. Import settings take effect on the next scheduled run after saving.