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