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en:module_manual:call_center:import [2014/05/29 02:30] solo |
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| ====== Import ====== | ====== Import ====== | ||
| - | With import function, you can import data to system | + | * With import function, you can import data to system |
| - | * Go to Advanced -> Import | + | * Go to [[en:module_manual:call_center]] -> [[en:module_manual:call_center:import]] |
| {{:en:module_manual:call_center:callcenter_import.png?768|}} | {{:en:module_manual:call_center:callcenter_import.png?768|}} | ||
| Line 9: | Line 9: | ||
| * click "Click to Upload" button, system support csv or xls file, make sure it's UTF-8 when using csv file | * click "Click to Upload" button, system support csv or xls file, make sure it's UTF-8 when using csv file | ||
| - | {{:en:module_manual:call_center:import_button.jpg|Import Button}} | ||
| - | |||
| * after uploading finished, it will appear the file information on right panel, if you want to upload another file, just click the "delete" link | * after uploading finished, it will appear the file information on right panel, if you want to upload another file, just click the "delete" link | ||
| - | {{:en:module_manual:call_center:import_upload_file.jpg?768|Import Page}} | + | {{:en:module_manual:call_center:import_customer_list.png?768|}} |
| - | On right panel, it will give you the first 10 records in the file | + | * On right panel, it will give you the first 10 records in the file |
| - | * Select which table you want to import the file to | + | * Select which table you want to import the file to, including |
| + | * mass target customer table -- used for batch email & sms | ||
| + | * individual customer table -- main table for individual customers | ||
| + | * organization customer table -- main table for organization customers | ||
| + | * campaign blacklist -- a Do Not Call list for campaigns | ||
| + | * area code -- used to put some information based on phone prefix, list phone area, timezone, etc | ||
| + | * DID -- to import did numbers | ||
| + | * black list -- numbers you don't want them to dial in | ||
| + | * white list -- numbers you only want them to dial in | ||
| + | * campaign customers | ||
| - | {{:en:module_manual:call_center:import_select_table.jpg|Select Table}} | + | {{:en:module_manual:call_center:table_list.png?|}} |
| + | ===== Import ===== | ||
| + | * After importing, select the table your want to import to, system will try to match the header | ||
| + | {{:en:module_manual:call_center:import_area.png?768|}} | ||
| + | * If the header doesn't match, you can change it manually | ||
| + | {{:en:module_manual:call_center:import_area_match.png?768|}} | ||
| + | * System gives the option to set a import time and remove top records | ||
| - | First you need select a team, for some table, if you don't select team, it means it's for system, if you select a team, it means you only want to import data for this team | + | {{:en:module_manual:call_center:import_scheduler.png?768|}} |
| - | If you select a team, it will list all available tables for this team | + | <note important>If your import job is not processed in 1 minute, please make sure your server time is correct</note> |
| - | + | ||
| - | Then it will give all columns of the table | + | |
| - | {{:en:module_manual:call_center:import_selected.jpg?768|Import}} | + | * You can go to Call Center -> Shell Jobs to check import process |
| - | On left side, it list all fields in the table | + | {{:en:module_manual:call_center:shell_jobs.png?768|}} |
| - | Or right side, it list top 10 records of the file | + | * Click [Import], you probably see this alert |
| - | If the first line is title, you can remove it because you don't need import it | + | {{:en:module_manual:call_center:import_not_match.jpg|Import Not Match}} |
| - | * select which fields you want to import | + | * You see the alert because the file name doesn't match the customer package name, it's to avoid the import mistake between the file and the customer package |
| + | * If you are sure all are good, click [OK] to continue | ||
| - | 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_add_plan.jpg|Import Created Plan}} |
| - | {{:en:module_manual:call_center:import_select_field.jpg|Set Field}} | + | * System will give you the ID of the job, go to [[:en:module_manual:call_center]] -> [[en:module_manual:call_center:shell_jobs]], you can see all import process, when status is "close", means the job is done. |
| - | When the first line match the filed name, it will select automatically | + | * In this page, you can download |
| + | * Success Data | ||
| + | * Error Data | ||
| + | * Duplicated Data | ||
| + | * Original Data | ||
| - | When it's a campaign, you would see more options: | + | * When there're duplicated records or error records, you can download the file to check what's wrong. |
| - | 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 | + | {{:en:module_manual:call_center:import_job.png?768|}} |
| + | ==== Import & Start ==== | ||
| + | * From version 2.1, we provide a new features named "Import & Start", for a new campaign or new main table, system will create all fields based on the file you import, you don't need to set customized fields and change orders any more. | ||
| - | When the campaign is using predictive dialer, it would have another line for dialer | + | {{:en:module_manual:call_center:header_match.png?768|}} |
| - | {{:en:module_manual:call_center:import_select_dialer_field.jpg|Set Dialer Field}} | + | * Click "Import & Start", you will see system will create the fields based on the header |
| - | We can select the number we want to dial, means system will insert the number to predictive dialer list | + | {{:en:module_manual:call_center:fields_match.png?768|}} |
| - | <note>After import, I can only see data in customer package, but nothing in dial list, why? | + | * In your header, it will try to match some special fields, you can adjust if it's wrong |
| + | * Email -- show email icon | ||
| + | * Phone -- show click to call icon and sms icon | ||
| + | * Fax -- show fax icon | ||
| + | * Address -- show map icon | ||
| - | When you import, you will see two lines of drop down menu | + | * Go to Campaign -> Campaign to adjust agent view if you want |
| - | first line, you need tell system which fields to import to customer package | + | {{:en:module_manual:call_center:agent_fields.png?768|}} |
| - | + | ||
| - | 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 | + | |
| - | + | ||
| - | Solution: go 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 | + | |
| - | + | ||
| - | 点击 【将数据导入表】 按钮，系统可能会提示以下消息 | + | |
| - | + | ||
| - | {{:en:module_manual:call_center:import_not_match.jpg|Import Not Match}} | + | |
| - | + | ||
| - | 出现这个提示，是因为你上传的文件名字与客户包名字不匹配，系统怕你导错数据，所以给出提示。 | + | |
| - | + | ||
| - | 如果你确认数据文件没错，并且是要导入当前所选的客户包，请点击“确定”按钮。 | + | |
| - | + | ||
| - | {{:en:module_manual:call_center:import_add_plan.jpg|Import Created Plan}} | + | |
| - | Click OK, system will give you the ID of the job, go to [[:en:module_manual:call_center]] -> [[en:module_manual:call_center:shell_jobs]], you can see all import process, when status is "close", means the job is done. | + | * Login as agent, check the customer information, you will see it's exactly same as the data you imported |
| + | {{:en:module_manual:call_center:popup.png?768|}} | ||
| + | * When you try to import another file to same campaign, you will see the header will match by itself | ||
| - | When there're duplicated records or error records, you can download the file to check what's wrong. | + | {{:en:module_manual:call_center:import_match.png?768|}} |
| + | ==== Options when import to customer package ==== | ||
| + | * Reset Customer Status | ||
| + | * When set to Yes, if the customer is duplicated, their status will be reset to New | ||
| + | * Customer Duplicate | ||
| + | * Skip: Don't insert if duplicated customer found | ||
| + | * Update: Update customer information if duplicated customer found | ||
| + | ==== Options when using predictive dialer ==== | ||
| + | * 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 | ||
| + | * Dialer Priority: customer priority in predictive dialer | ||
| + | * Dialer Scheduler: time to dial | ||
| - | {{:en:module_manual:call_center:import_plan.jpg?768|Shell Import Job}} | + | {{: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 | ||
