Loader Genesys
Genesys plays a significant role in the field of customer experience and engagement, offering tools for businesses to effectively connect with their target audience. With a focus on practical solutions and advanced analytics, Genesys enables businesses to improve customer interactions by delivering personalized experiences that resonate with individual preferences and behaviors.
Steps to set up Genesys
Follow this step-by-step guide to configure the component:
- The first step is to set up the loader within Meiro Integration by following the instructions given in this article.
- Set up the loader as a destination in CDP. Read here.
- Continue with exporting your segmented customer profiles. Refer to this article.
Setting up the loader in MI
Data In/ Data Out
| Data In |
The loader requires a CSV input file to be specified in the configuration and to be placed in the /data/in/tables directory. The content of a CSV file depends on the method chosen. |
| Data Out |
N/A |
Learn more: about the folder structure here.
Methods
Methods allow you to import, delete, or clear contacts in Genesys. There is a list of available methods and examples of CSV files for each method described in the section below.
Parameters
Credentials
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Region
(required)
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Name of the region
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Client ID
(required)
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Username
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Client Secret (required)
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Password
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Clear contact list before upload
(optional)
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If clear_contact_list_before_upload is enabled then all contacts are truncated from Contact List ID before contact upload.
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File name
(required)
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The name of the file must be specified (eg. upload_contacts.csv).
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ID column
(optional)
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Name of the column in the CSV file that holds the IDs of contacts. If specified - contacts with known ID will be updated. Column name must be also present in columns_names.
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Callable column
(optional)
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Optional information if contact is callable or not (0 - not callable, 1 - callable). The default is 1. Column name must be also present in columns_names.
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Contact list ID or Contact list name
(at least one is required)
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if contact_list_id is specified - contacts are uploaded to the existing Contact List;
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if contact_list_name is specified - a new Contact List with the defined name is created. Contacts are uploaded to the newly created Contact List ID.
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Column names
(required)
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Columns in CSV file which correspond to columns in Genesys Contact List.
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Phone columns
(semi-required)
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The column is required only when a new contact list is created (when constact_list_name is specified). Column name must be also present in column_names. type specifying the type of phone number - home, cell.
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File Name
(required)
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The name of the file must be specified (eg. delete_contacts.csv).
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ID column
(required)
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Name of the column in the CSV file which holds the IDs of contacts.
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Contact list ID
(required)
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The ID of the contact list where given contacts should be deleted.
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