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Click the Import button. The Import Preferred Agent Routing dialog box appears.
Click Choose File to browse for your CSV file. The following columns MUST be part of the CSV file:
Caller's Number
Reference Number
Agent Assignment
The following image is an example of a CSV file that can be used to import in preferred Agent settings in bulk.
Select Column headers are included if you have included a row of column headers in your CSV file and want that row to be ignored.
Select Clear preferred agent routing entries before import if you want the existing entries in the Preferred Agent Routing Entries tab to be removed so only the imported entries will appear in this tab once the import process is complete.
Click OK to proceed.
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