Sitecore Email Experience Manager (EXM), Importing Contacts and Custom Facets – Part 2

In Sitecore Email Experience Manager (EXM), Importing Contacts and Custom Facets – Part 1, I showed you how you can import contacts from a CSV file into a list in Sitecore EXM. Head over to Part 1 if you haven’t read that one as yet.

The properties of a contact that we are able to populate out-of-the-box are configured to the following fields:

  • Email
  • First name
  • Last name

Sitecore can be configured to support importing additional properties. In this article, I will show you how to update the configuration to support importing additional contact properties such as:

  • Middle name
  • Gender
  • Job Title
  • Address

Configure the Import Model

We need to first update the configuration of the import model. The import model is used to define the list of mapping fields that are displayed in the Contact Import dialog.

Start by launching the Sitecore Desktop from the Sitecore Launchpad. From there click on the master database in the lower right hand corner and select “core”. This switches the context to the core database. You can now launch the Content Editor by clicking on the Sitecore start button and selecting “Content Editor”.

Launch Sitecore Desktop
Switch to the Core database
Launch the Content Editor

In the Content Editor, navigate to the following path:

/sitecore/client/Applications/List Manager/Dialogs/ImportWizardDialog/PageSettings/TabControl Parameters/Map/ImportModel

Here you will see the list of configured field mappings. Will we now add to the list of field mappings by using the predefined available list of additional fields. Rich-Click on the “Import Model” node and using the Insert submenu, choose to add the following additional fields:

  • Personal – Middle name
  • Personal – Gender
  • Personal – Job title
  • Preferred Address – Address Line 1
  • Preferred Address – Address Line 2
  • Preferred Address – City
  • Preferred Address – Postal code
  • Preferred Address – State or Province
  • Preferred Address – Country code

The ordering of the fields is not mandatory but it’s worth putting into a logical order as this will be the order they are displayed in, in the contact import dialog.

Updated Import Model configuration

Now, go through the same process to create a new list and import the contacts from a CSV file. This time, when you reach the step of mapping the fields, you will notice there is additional fields to map. They are the new fields we just added to the Import Model is the previous step. Complete the mapping and the import as you did in the previous article.

Updated list of mapping fields
Updated list of mapping fields
Updated list of mapping fields

Now, when you open one of the imported contacts in Experience Profile, you will see the additional properties that have been imported:

Newly populated fields from the updated Import Model

In the Sitecore Email Experience Manager (EXM), Importing Contacts and Custom Facets – Part 3, I will show you how to add custom properties to a Contact and have those properties populated via the Contact Import process.

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