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====== Import and Export ====== ===== Import ===== In import page, you can do * Import customers to a campaign * Import customers to the main table * Import to phone number attribute table * Import to black list * Import to do not call list For import, go to [[:en:module_manual:call_center]] --> [[:en:module_manual: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 [[:en:module_manual:call_center:import]] {{:en:regular_function_description_in_call_center:import_function-1.jpg?768|Import Page}} 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. <note important>When a campaign is using the main table, it would not appear in the drop down menu, you need import to the main table</note> 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. <note important>only select a table in frame ③, you can see these options in frame ⑤</note> ==== Import data to customer package ==== In the system, we have two kinds of customer package, - The main table: In the package, it only has customer information - Regular customer package: In the package, it will have both customer information and all the others (like contact log) 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 ==== Import Data to Main Table ==== 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. <note tip>Main table is main individiual table or main orginazition table, each team has its own main tables</note> 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. ==== Import data to mass target customer table ==== 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, {{:en:regular_function_description_in_call_center:import_function-2.jpg|Import To Mass target customers table}} 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. ==== Import to area code ==== In area code table, you can put some information of the number, like the country and province information, you can manage these information from [[:en:module_manual:call_center:area_code]] manually, or you can import from a file [[:en:module_manual:call_center:import]] Select `area code` table, you can see the following fields {{:en:regular_function_description_in_call_center:import_function-3.jpg|Import To Area Code}} * Prefix : Prefix of the number * Country : You can put country which the the number belongs to * Province : You can put province which the the number belongs to * City : You can put city which the number belongs to * Vendor : The vendor of the number, like AT&T, China Mobile, etc. * Memo : Put some memo for the number ==== Import to DNC list ==== 对于系统中客户包中的客户，可能存在一部分客户由于特定原因，不希望接到呼叫中心的电话，所以就需要通过呼叫中心自己来进行控制，禁拨这些客户。就需要将这些客户加入到禁拨黑名单列表中，以免客户电话被拨打。 对于批量客户增加到禁拨黑名单列表中，需要通过导入会更有效，更快捷的完成工作，同样也可以在 [[:zh:模块使用说明:外呼营销:禁拨黑名单]] 页面来手动添加 在选择表的下拉框中 选择`禁拨黑名单` 会看到下面列出来的字段,如下图 {{:en:regular_function_description_in_call_center:import_function-4.jpg|Import To Campaign Blacklist}} 只看到一个字段 `电话`，在页面上，选择某列数据进行导入 ==== Import to black list ==== 如果不希望某个客户电话再打进呼叫中心系统中，可以在 [[:zh:模块使用说明:pbx高级管理:呼入黑名单]] 页面，打开添加页面，将电话号码保存到呼入黑名单中 对于需要批量数据处理，可以使用导入呼入黑名单功能，会更有效，更快捷的完成工作 在选择表的下拉框中 选择`呼入黑名单` 会看到下面列出来的字段,如下图 {{:en:regular_function_description_in_call_center:import_function-5.jpg|Import To Black List}} 只看到一个字段 `电话`，在页面上，选择某列数据进行导入 ==== In Summary ==== Steps to import: * Upload the file * Select the table * Configure the fields * Click the "Import" button to create a import job * Check import status in [[:en:module_manual:call_center:import]] ===== Export ===== 导出分为 页面直接点击导出按钮导出 和 通过导出任务进行导出 ==== 页面直接点击导出按钮导出 ==== 在系统设置中，可以设置导出文件的类型 包括 xls和csv {{:en:regular_function_description_in_call_center:import_function-6.jpg?768|Set Export Type}} - 选择 xls 选项，当点击页面导出按钮，将会导出xls格式的文件 - 选择 csv 选项，点击页面导出按钮，将会导出csv格式的文件 - 选择 xls|csv 选项，在导出按钮后面，需要选择要导出的文件类型，默认为xls 点击页面的搜索框内的导出按钮 {{:en:regular_function_description_in_call_center:import_function-7.jpg|Export Button}} 就会将当前搜索条件下的数据信息导出到文件中 ==== 通过导出任务进行导出 ==== 对于大数据量导出的页面，需要将导出的过程交给系统，由系统后台进行导出 当系统中点击导出功能的按钮，出现下图 {{:en:regular_function_description_in_call_center:import_function-8.jpg|Set Export Time}} 也可能看到设置时间的提示框上出现其他参数的设定，这都是与导入任务相关的参数，可以根据页面上的文字，进行设置 如果点击确定按钮，出现下图提示： {{:en:regular_function_description_in_call_center:import_function-11.jpg|Export just be in the set time}} 可以看到提示只能设定 20时 以后开始执行，这是为了防止建立一个导出任务，当导出任务执行的时候，同时坐席也在工作。导出任务读取客户表，将客户表锁死，造成坐席无法获取客户数据，也加重系统的负担，可以选择在晚上坐席不工作的时候开始执行导出计划任务 如何设定导出时间限制呢？ 在系统设置中，可以设置导出时间限制，如下图 {{:en:regular_function_description_in_call_center:import_function-10.jpg|Set the export limit time}} 设置完毕执行时间，点击确定就会建立一个导出计划任务 {{:en:regular_function_description_in_call_center:import_function-9.jpg?|Export Job Create Successfully}} 上图中红色框中提示导出任务已经建立，绿色框内为将要生成的导出文件的名称 建立完毕导出任务后，到 [[:zh:模块使用说明:呼叫中心高级管理]] --> [[:zh:模块使用说明:呼叫中心高级管理:导出文件管理]] 页面可以查看导出任务的执行情况，一般都在2分钟左右就会执行完毕。 {{:en:regular_function_description_in_call_center:import_function-12.jpg?768|Export Job Page}} 在上图中可以查看到导出文件的执行情况，执行完毕的将可以进行下载