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.

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:

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

Region

(required)

Name of the region

Client ID

(required)

Username

Client Secret (required)

Password

Upload contacts

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

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

Contact list ID

(required)

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