Table of Contents
Import
- With import function, you can import data to system
- Go to call_center → import
- 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
- 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
Import
- After importing, select the table your want to import to, system will try to match the header
- If the header doesn't match, you can change it manually
- System gives the option to set a import time and remove top records
If your import job is not processed in 1 minute, please make sure your server time is correct
- You can go to Call Center → Shell Jobs to check import process
- Click [Import], you probably see this alert
- 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
- System will give you the ID of the job, go to 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.
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.
- Click “Import & Start”, you will see system will create the fields based on the header
- 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
- Login as agent, check the customer information, you will see it's exactly same as the data you imported
- When you try to import another file to same campaign, you will see the header will match by itself
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
- 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