I came across this question today from a customer;
'What is the file format of the contacts import in the CSM server?'
When I looked for the answer it was buried deep in the help file of the CSM Server and not at all obvious.
The file is a six field csv file. The format is,
Phone number or email, Name, Custom field 1, CF2, CF3, CF4
So a phone number entry might be
01165291911,Bobs Hardware,Bob Hammer,512345
An email contact is defined by an @ at the beginning of the line, so it might look like
@sales@bobshardware.co.uk,Bobs Hardware,Bob Hammer,512345
The fields are matched on calls and emails and the custom fields can be included in reports, so for instance including custom field 2 in the report might result in the customers account number (512345 in the example above) being displayed in a report or used in a routing rule.
The amount of characters allowed per field is set as 255,50,50,50,50,50
John Rogers
Telecom Care Ltd
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