====== Import ======
  * With import function, you can import data to system
  * Go to [[en:module_manual:call_center]] -> [[en:module_manual:call_center:import]]

{{:en:module_manual:call_center:callcenter_import.png?768|}}

  * Make sure you select the team you want to import the data to
 
  * click "Click to Upload" button, system support csv or xls file, make sure it's UTF-8 when using csv file

  * 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_customer_list.png?768|}}
 
  * On right panel, it will give you the first 10 records in the file

  * 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: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

{{:en:module_manual:call_center:import_scheduler.png?768|}}

<note important>If your import job is not processed in 1 minute, please make sure your server time is correct</note>

  * You can go to Call Center -> Shell Jobs to check import process

{{:en:module_manual:call_center:shell_jobs.png?768|}}

  * Click [Import], you probably see this alert

{{:en:module_manual:call_center:import_not_match.jpg|Import Not Match}}

  * 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

{{:en:module_manual:call_center:import_add_plan.jpg|Import Created Plan}}

  * 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.

  * In this page, you can download
    * Success Data
    * Error Data
    * Duplicated Data
    * Original Data

  * When there're duplicated records or error records, you can download the file to check what's wrong.

{{: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.

{{:en:module_manual:call_center:header_match.png?768|}}

  * Click "Import & Start", you will see system will create the fields based on the header

{{:en:module_manual:call_center:fields_match.png?768|}}

  * 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

  * Go to Campaign -> Campaign to adjust agent view if you want

{{:en:module_manual:call_center:agent_fields.png?768|}}

  * 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

{{: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: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