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en:module_manual:call_center:import [2014/06/01 01:52]
solo [Import & Start]
en:module_manual:call_center:import [2017/12/12 03:05] (current)
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 {{:​en:​module_manual:​call_center:​import_match.png?​768|}} {{:​en:​module_manual:​call_center:​import_match.png?​768|}}
-==== Import ​==== +==== Options when import to customer package ​==== 
-{{:​en:​module_manual:​call_center:​import_selected.jpg?​768|Import}} +  * Reset Customer Status ​ 
- +    * When set to Yesif the customer ​is duplicatedtheir status will be reset to New 
-On left sideit list all fields in the table +  * Customer Duplicate 
- +    * Skip: Don't insert ​if duplicated customer found 
-Or right side, it list top 10 records of the file +    * UpdateUpdate customer information if duplicated customer found 
- +==== Options when using predictive dialer ==== 
-If the first line is titleyou can remove it because you don't need import it +  ​* ​When the campaign is using predictive dialer, it would have another line for dialer 
- +  * Pre dialing Phone field: the number ​you want to import ​to predictive dialer list 
-  * select which fields you want to import +  * Dialer Priority: ​customer ​priority ​in predictive dialer 
- +  * Dialer Schedulertime to dial
-there's a drop down menu under columns in your file, choose the table field you want to import, ​if you don't want to import this column, just leave it as "​select field",​ say this column is for name, then select "​name"​ in the drop down menu, so when you generate the file, you don't need special column sequence. +
- +
-{{:en:​module_manual:​call_center:​import_select_field.jpg|Set Field}} +
- +
-When the first line match the filed name, it will select automatically +
- +
-When it's a campaign, you would see more options: +
- +
-After each drop down menu, it has three check boxes, it means after importing, the fields is readonly or editable, and if you want to use a directory, say in system, the gender is using male/​female,​ but in your data, it's M and F, then you can create a directory, so when importing, system will convert M to male and F to female +
- +
-When the campaign is using predictive dialer, it would have another line for dialer +
- +
-{{:en:​module_manual:​call_center:​import_select_dialer_field.jpg|Set Dialer Field}} +
- +
-We can select ​the number ​we want to dial, means system will insert the number ​to predictive dialer list +
- +
-<​note>​After import, I can only see data in customer ​package, but nothing ​in dial list, why? +
- +
-When you import, you will see two lines of drop down menu +
- +
-first line, you need tell system which fields to import to customer package +
- +
-second line, you need tell system which fields to import to predictive dialer ​list, if you missed this line, you would not have numbers in dial list +
- +
-If you can't see the second line, means this campaign is not working with predictive dialer +
-  +
-Solutiongo to Dialer -> Campaign Diallist, use filter to recycle customer ​to dial list +
-</​note>​ +
- +
-然后设置导入执行时间,系统进程会在此时间进行导入操作,如果设置的时间小于当前时间,系统会立即执行导入操作。 +
- +
-{{:​en:​module_manual:​call_center:​import_insert_type.jpg|Import Customer Type}} +
- +
-去除xx行,一般数据文件第一行都是标题,不是真实的数据,所以需要去除第1行,以免将表头导入客户包。 +
- +
-有时不需要那么多的数据,可能会去掉更多行,要改变导入表中数据的行数,在如图文本框中输入你要去除的行数。 +
- +
-重复客户导入方式 : 导入客户资料,如果客户资料重复的处理方式 +
- +
-  * 跳过 : 如果导入的客户资料已经存在于系统中,​就不再插入该客户 +
-  * 更新 : 如果导入重复,​就用当前导入的客户资料更新已经存在的客户 +
- +
-重复客户导入预拨号方式 : (只有当前客户包对应的外呼营销任务开启预拨号,才有此功能) +
- +
-  * 忽略重复 : 如果导入的客户在系统中已经存在,​就不插入预拨号列表中 +
-  * 全部导入 : 导入的客户资料全部导入到预拨号列表中 +
-  * 忽略成功提交 : 导入的客户资料有重复的,​并且重复的客户资料的状态是成功提交,​就不导入预拨号列表 +
  
 +{{:​en:​module_manual:​call_center:​pd_fields.png?​768|}}
 +  * Reset Agent  ​
 +    * duplicated customers will get un-assigned
 +  * Import to diallist when duplicated
 +    * Ignore duplicated: don't import if duplicated found
 +    * All: import to dial list any way
 +    * Ignore success: don't import if duplicated found and customer status is success
en/module_manual/call_center/import.txt · Last modified: 2017/12/12 03:05 (external edit)
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