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Loader Genesys

Genesys is a well-established entity in the realm of customer experience and engagement, providing businesses with the tools to connect effectively with their target audience. Through comprehensive solutions and advanced analytics, Genesys empowers businesses to enhance customer interactions by delivering personalized experiences that align with individual preferences and behaviors.

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.

Upload contacts

This method allows uploading contacts to Genesys from a CSV file. An example of a CSV file:


id first_name phone_number callable
42 john +420777888777 1
84 jane +420777888777 0
  • id- when id is present in the CSV file. The name of a column must be explicitly defined in the configuration id_column. When id is defined - component is using id for upsert;
  • callable - when callable is present in the CSV file. The name of a column must be explicitly defined in the configuration callable_column;
  • rest of the columns have to match to columns defined in Genesys Contact List.

Delete contacts

This method allows deleting contacts from the Contact list by Contact ID. An example of a CSV file:

id

42

84

  • only id is required in an input CSV file. The name of id must be specified in the configuration.

Clear contacts list



This method allows truncating all contacts from the defined Contact list ID.

Parameters

Credentials

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Region 

(required)

Name of the region

Client ID 

(required)

Username

Client Secret (required) 

Password

Upload contacts

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Clear contact list before upload

(optional)

If clear_contact_list_before_upload is enabled then all contacts are truncated from Contact List ID before contact upload.

File name

(required)

The name of the file must be specified (eg. upload_contacts.csv).

ID column

(optional)

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.

Callable column

(optional)

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.

Contact list ID or Contact list name

(at least one is required)

  • if contact_list_id is specified - contacts are uploaded to the existing Contact List;

  • 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.

Column names

(required)

Columns in CSV file which correspond to columns in Genesys Contact List.

Phone columns

(semi-required)

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.


Delete contacts

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File Name

(required)

The name of the file must be specified (eg. delete_contacts.csv).

ID column

(required)

Name of the column in the CSV file which holds the IDs of contacts.

Contact list ID

(required)

The ID of the contact list where given contacts should be deleted.


Clear contact list

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Contact list ID

(required)

The ID of the contact list where all contacts will be deleted.


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