UCCX EXCEL/CSV Integration

[anish.gupta11]

Hi,

My client is asking to integrate UCCX with the MS-Excel or CSV. They are requesting if some customers calls in the CAD should populate with the Customer name and some other information in the excel. Can someone advise if this is feasible.

[James Hawkins · Accepted solution]

Hi,

Integrating with Excel or CSV directly is not supported but if the data is exported from Excel to XML it can be used.

The link below shows how this can be done.

https://blog.udemy.com/excel-to-xml/

The exported XML data can either be manually uploaded to the UCCX server or, more usefully, be stored on a web server from where the UCCX script can download it using the Create URL Document step.

If the latter option is chosen then best practice would be cache the XML data on the UCCX server using the Session steps (default Session duration is 30 minutes) rather than retrieving the the XML for every call.

HTH

James

[MohamedIbrahim]

Importing *.csv formatted data into Excel

By using Excel's text import wizard, you can ensure data in *.csv is correctly imported into Excel and leading zeros are not dropped.

1. Download and save your *.csv file to your chosen location.
2. Start Excel with a blank workbook open.
3. Select 'Data' on the ribbon, and then 'From Text'. (If the menu options are greyed out this could be because you do not have a workbook open AWS Training).
   
4. Browse for the *.csv file you want to open, and click 'Import'.
5. In the Text import wizard, ensure the 'Delimited' option is selected. Click Next.
   
6. In the delimiters section, tick 'Comma'. The text qualifier box should show the double-quote symbol. Click Next.
   
7. Mark every columns as 'Text'. The first column only will initially be highlighted. Move the horizontal cursor as far as it will go to the right; then, holding the shift key down, click the very last column heading. You should now have every column highlighted. Click the 'Text' data format. It will now say 'Text' in the header of every column. Click Finish.
   
8. It may ask you 'Where do you want to put the data?'. It will allow you to click into any cell on the blank worksheet to determine where the data should go. Click 'OK' to proceed.
9. The data should now appear in the spreadsheet. Where column headings are included these will appear in the top row. Check that fields have not lost leading zeros where applicable.