08-10-2016 10:42 PM - edited 03-14-2019 04:24 PM
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.
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08-10-2016 11:24 PM
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
08-10-2016 11:24 PM
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
07-17-2020 04:50 AM
By using Excel's text import wizard, you can ensure data in *.csv is correctly imported into Excel and leading zeros are not dropped.
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