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Source Type Specifications

When you are creating, importing, or exporting a Contact List or exporting a DNC Meta Table, the appropriate wizard will prompt you to identify the location of the data by selecting one of the available types from the Source Types drop down list. Depending on the source type that you select, the wizard will then prompt you for additional information specific to the source type that you selected. The following table outlines the additional information required for each source type:

Source Type

Items to Specify for Source

SQL Server Database

Server Instance	The name of a SQL Server.
User Name	A user name that has access rights to the SQL server in this field. (Common special characters are allowed.)
Password	The password that corresponds to the user name. (Common special characters are allowed.)
Database	The database that contains the table from which you want to import data.
Table	The table that contains the contact records you want to import.

Oracle Database

TNS Service	The TNS (Transparent Network Substrate) service name of the Oracle database to which you want to connect. (TNS is an Oracle software architecture that network applications can use to access underlying network protocols. If you do not know this name, contact your database administrator (DBA) for assistance.)
User name	A user name that has access rights to the database.
Password	The password that corresponds to the user name.
Table	The database table that contains the contacts you wish to import.

MS Access Database

Database File	The Access database to which to connect. Enter the fully qualified path to an access database (.mdb) file. If you click the Select Access File button (…) you can navigate to the database and avoid potential typing errors.
Requires Password	Enable the User Name and Password fields.
User Name	A user name with access rights to the database.
Password	The password that corresponds to the user name.
Table	The table that contains the contact records you want to import.

MS Excel Spreadsheet

Spreadsheet	The fully qualified path to an Excel spreadsheet (.xls or .xlsx). If you click the Select Excel File button (…) you can navigate to the file and avoid potential typing errors.
Worksheet	A worksheet within the spreadsheet that contains the columns you want to import.

CSV File

CSV File

The fully qualified path to an comma-separated values file (.csv). If you click the Select CSV File button (…) you can navigate to the file and avoid potential typing errors.

Dialer Connection

Connection	The Dialer connection object.
Table	A contact list table in Dialer's database from which to import records.

Related Topics

Create Database Table wizard

Import Contacts wizard

Export Contacts wizard

Exporting DNC Metadata