Thursday, 6 June 2013

Loading Xarios Contacts into the Server

If you are using Xarios  and want to add global contact details to the server, there is a function to allow you to do this, but no documentation in the application server manual.

If the site is  on Xarios V2.  This allows you to import a csv file of numbers, names, company names etc.  This is then shown in the call banner when the person calls in.
What it does not allow you to do is see the company contacts in your address book, So you can use it to show who is calling in, but not as an address book for dialling out.
On Xarios V3 the server contacts can be shown in the phone manager address book.

First prepare a csv file.  Each line should have fields comma separated with quote marks around text fields that may have spaces in them.
The first field must be the phone number and the second must be the contact name, further fields (Up to 8) can be added.
e.g.
07989000000,"Scott Millord","Support 4 U"
Next right click on the Xarios server icon in the system tray and select ‘Application Settings’
This opens the web interface, log in as usual
Select Phone Manager / Contacts
The contacts screen allows you to specify the location of your contacts file, and you can either import when you click save, or you can specify a schedule for the server to pick up the info.

You will not see the info on the client unless you change the settings on the client banner.
Right click on the banner and select ‘settings’.

The dialog allows you to add extra fields to the banner, so for instance adding ‘server contact name’ would cause the banner to display ‘Scott Millord’ and then adding ‘server field 3’ would cause the banner to display ‘Scott Millord | Support 4 U’ when the cli was recognised.

Hope this helps!

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