How to bulk import shared contacts in the CLM

Question

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?

Pawan Gangwani · Accepted Answer

Hello ​@Jenna SchorerWelcome 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 contactsMake 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!👪 DocuSign Community LeaderboardTop 5contributor💹 Ranked #3 in theReply Royaltycategory inDocuSign Community Wrapped 2024🤝Let’s LinkedIn and roll:Pawan Gangwani - EY | LinkedIn

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