Loader Genesys
This component allows importing and deleting contacts to Genesys Contacts lists.
Data In/ Data Out
Data In
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The loader requires CSV input file to be specified in configuration and to be placed in /data/in/tables directory. Content of a CSV file depends on the method chosen.
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Data Out
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N/A
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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
Region
(required)
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Location of a Client (or name of region (e.g. Korea, Austria, etc.))
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Client ID
(required)
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If contact_list_id is set, the contacts are pushed to the contact list with this ID. Otherwise, a new contact list is created.
Contact ID, which is under Contact List ID, determines which column from contact is used as ID.
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Client Secret (required)
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Password to client’s ID.
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Fiile name
(required)
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Name of 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 which holds 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). Default 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 existing Contact List;
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if contact_list_name is specified - new Contact List with defined name is created. Contacts are uploaded to newly created Contact List ID.
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Clear contact list before upload
(optional)
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If clear_contact_list_before_upload is enabled. All contacts are truncated from Contact List ID before contact upload.
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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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Column is required only when new contact list is created (when constact_list_name is specified). Column name must be also present in column_names. type specifies type of phone number - home, cell.
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File Name
(required)
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Name of 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 IDs of contacts.
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Contact list ID
(required)
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ID of contact list where given contacts should be deleted.
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