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I need to bulk import a large number of contacts into our DocuSign CLM account.  The Import functionality works, but I cannot seem to upload the contacts as shared contacts, only private.  The Import template has a column to allow for sharing.  When I leave it blank, the contacts come over as private.  However, I wish to share these contacts with anyone in the system.  No matter what I put in that column, however, it doesn’t seem to create them as shared contacts, it just says it failed due to “Invalid value for Shared column”.  I have tried “Y”, “Yes”, “Shared”, and “Public”.  What do I need to put where to import the contact as a shared one?

Hello ​@Jenna Schorer 

Welcome to DocuSign Community!

You're right — values like "Yes", "Y", "Shared", or "Public" aren't supported in the Shared column during the contact import process. To successfully import contacts as shared, you need to use:

  • "TRUE" for shared contacts

  • "FALSE" for private contacts

Make sure the values are in all caps and entered exactly as shown above. That should resolve the “Invalid value for Shared column” error you're encountering.
 

Thanks!

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