In import page, you can do
For import, go to call_center –> import, click “Click to Upload” button, upload the file you want to import(it's better to use csv file and make sure the file format is UTF-8), then select the table you want to import the data to, match the columns and the fields, if all are good, click “Import” button to start process.
for reference, check import
Frame ①: The file waiting to upload, only support format: csv or xls
Frame ②: Select a team when the user has access to multiple teams
Frame ③: Select the table, it will give you all available tables, after the selection, it will list all fields of the table, if the field is mandatory when import, it will has a hint in red.
Frame ④: list the top 10 records from the file for reference
Frame ⑤: config which fields you want to import, the import time, the options when there're duplicated records. When the campaign has predictive dialer enabled, you can see a new drop down menu under each fields, so you can config which fileds to import to dial list, when you want to dial and the call priority in the dial list.
In the system, we have two kinds of customer package,
so when a campaign is using main table, you have to import to main table first, then assign these records to the campaign.
Select the table from the drop down menu in frame ③, then configure the fields you want to import, if you want to import the numbers to predictive dialer list in a campaign, you can configure the “predictive dialer” fields
The customer packages of customer service module and campaign module which uses main table all employs the customer data from main table. Importing data to the main table will increase the customer base of the two modules.
In the import page, selece a team in the pull-down menu, and the main table of this team will be shown below, contains two options, “individual” and “orginazition”
In the red box ③ select a main table needs to be imported, and choose one from “individual” and “orginazition” to import.
If you need to send email or sms to certain mass target customers, you shall import the customer data to the mass target customer table in the import table. When imported successfully, you can choose “mass target customer table” to send them emails or sms. Choose “mass target customer table” and you will see,
The fields are email, phone, param0, param1, param2, param3…and flag. Among these, param0, param1…param9 are for replacing the parameters in the emails or sms with the parameters imported.
In area code table, you can put some information of the number, like the country and province information, you can manage these information from area_code manually, or you can import from a file import
Select `area code` table, you can see the following fields
As for the customers in the system package, some may do not want to hear from the call center, so we need to avoid these customers. Thus, we need to put these customers in the black list to make sure their numbers will not be dialed.
Import is an efficient way to add batch customers into the blacklist. Also, you can manually add in the black_lists.
“phone” and you can import in this page.
If you do not want some customers to call into the call center system again, you can put them in the blacklist in the blacklist.
Import is an efficient way to add batch customers into the blacklist.
“phone” and you can import in this page.
Steps to import:
Export can be either Click to export or Scuduled export
For mass data export, we need to give the export process to the system, and export from the system background.
You can also see other parameters in the time setting box. These are all related to the task import. You can edit them. Click ok and you can see,
You can see that it will work after 20:00. This is to avoid agents and the exporting program working at the same time. When it is exporting, the customer table will be locked, and the agents can not read it. So when the agents do not work, we will let the exporting work then.
How to set the exporting time limit?
In the system, we can set the time limit here,
Click ok to built an export plan.
The name of the file to be exported is generated in the green box.
In the picture above you can see the file exporting progree, and you can download after finishing.