CSV Telephone Book Import

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“Telephone Book from CSV” Connector Profile

Variable	Description
Name	Profile name
Type	Select the import option for the CSV file: Default: Upload in Browser Fetch from url
Encoding of the CSV File	Select the CSV file format. We recommend using UTF-8.
Delimiter	Select the separating character which separates the CSV fields.
Line Separator	If the CSV file is generated under Windows opposed to Mac / Linux, the line ending will be signified differently.
Field Enclosure	We recommend enclosing individual fields inside specific characaters, e.g. “Max Muster”

Nach dem Speichern kann die Vorlage im Reiter Basisdaten bei Bedarf angepasst werden.

After saving, the template can be modified according to requirements under the Basic Data tab.

Basic Data

Under Basic Data, you can more exactly configure the CSV import or change your recently configured CSV import settings.

Field	Description
Title	Connector profile name (Automatically filled)
Source	CSV (cannot be altered)
Mode	Create and update records. Remove missing records from previous imports.: (default setting) Imports only new phone book entries and compares updated entries, old entries will be removed. Create and update records: Imports only new phone book entries and compares updated entries. No entries will be removed.
Type	If you selected Upload in Browser when setting up your template: Upload manually If you selected Fetch from URL when setting up your template: Download from URL
CSV File	If you selected “Upload in Browser”, the file can be directly uploaded here.
CSV File URL	If you selected “Fetch from url”, the file path URL can be entered here.
Delimiter	The separating character which separates the CSV fields. (Automatically filled)
File Format	Specifies the CSV file format. (Automatically filled)
Line Separator	Specifies under which Operating System the CSV file was generated. (Automatically filled)
Field Enclosure	Specifies whether and which field enclosures are used in the CSV file. (Automatically filled
Comments	Can be used as a documentation / description box for the connector profile.

Pre Filter

Per default, the template will import all lines from the CSV file. Via the Pre Filter tab, it is possible to restrict the import to specific values, e.g. the column displayname is not empty. In the code, replace “return true” with the following code snippet:

    return array_key_exists('displayName', $row);

Phonebook Fields from CSV

In the Variables tab, all the phone book fields which can be imported into your pascom phone system are listed. The field mapping from CSV > pascom can also be modified to match your needs under this tab. Per default, the CSV column names correspond to the field names within the pascom PBX.

An example for a CSV file:

    "displayname","phone","givenname","surname","organisation","email","mobile","homephone","fax","homepage","customernumber"
    "Max Muster - pascom [30000]","+4999112345","Max","Muster","pascom","","","","+4999112399","www.pascom.net","30000"

Test and Activate Import Process

Once you are finished with your configuration, you can test your setup using the Save and simulate button and see which data sets will be imported. Once satisfied with the test results, you can now either run the import as a one-off via Action > Import Now or as an automated regular import using the Automate button.

Optional Settings

Modify Field Mappings

Within the connector profile under the tab Variables and Structure, it is possible to modify the CSV > pascom field mapping according to your needs.

As an example, let’s say we want to save the contact’s Homepage within the pascom phone book notes field. Under the Variables tab, enter the following line by pressing Add:anpassen.

Variable	Source
Homepage	return $row[“homepage”];

This line saves the content of the CSV field “homepage” in the identically named variable “Homepage” within the connector profile. This variable must now be mapped to the pascom phone book notes field under the Structure tab.

To do this, expand structure by adding the line:

      "028pho_notes" :        "{{{Homepage}}}"

to the structure:

    {
      "phonebook": [{
        "028pho_bez" :          "{{{displayname}}}",
        "028pho_phone" :        "{{{phone}}}",
        "028pho_firstname" :    "{{{givenname}}}",
        "028pho_lastname" :     "{{{surname}}}",
        "028pho_organisation" : "{{{organisation}}}",
        "028pho_email" :        "{{{email}}}",
        "028pho_mobile" :       "{{{mobile}}}",
        "028pho_homephone" :    "{{{homephone}}}",
        "028pho_fax" :          "{{{fax}}}",
        "028pho_notes" :        "{{{Homepage}}}"
      }]
    }

This will assign the variable “Homepage” to the Notes field of the pascom phone book.

Liste der verfügbaren pascom Felder

Name	Description
028pho_bez	Display name
028pho_phone	Telephone
028pho_firstname	First name
028pho_lastname	Last name
028pho_organisation	Organisation
028pho_email	E-mail
028pho_mobile	Mobile
028pho_homephone	Telephone private
028pho_fax	Fax
028pho_notes	Notes

Using Labels

pascom labels can be used to display additional information from the CSV file within the pascom telephone book.

In this example, we want to save the CSV contact’s customer number to the label Customer Number. This label is then visible in the telephone book, within the call logs and various other caller information points.

Add Label

To add labels, navigate to ACD > Call Labels and click Add.

Select the option Generic Label, enter Customer Number as the label name and then click Save.

Apply all outstanding jobs in order to complete the Label addition process.

Modify a Connector Profile

Go to the Variables tab and via the Add button, paste the following line:

Variable	Source
Customernumber	return $row[‘customernumber’];

Through this modification, the Connector will save the content of the CSV field “customernumber” in Variable “Customernumber”.

This variable must now be assigned to a Customernumber pascom field via the Structure tab.

To do this simply add the following line:

  "post": {
              "phonebook.phonebooklabel": [
                  {
                      "050lab_bez": "Customernumber",
                      "028050pholab_value": "{{{Customernumber}}}"
                  }
              ]
  }

to the structure:

    {
      "phonebook": [{
        "028pho_bez" :          "{{{displayname}}}",
        "028pho_phone" :        "{{{phone}}}",
        "028pho_firstname" :    "{{{givenname}}}",
        "028pho_lastname" :     "{{{surname}}}",
        "028pho_organisation" : "{{{organisation}}}",
        "028pho_email" :        "{{{email}}}",
        "028pho_mobile" :       "{{{mobile}}}",
        "028pho_homephone" :    "{{{homephone}}}",
        "028pho_fax" :          "{{{fax}}}",
        "post": {
                "phonebook.phonebooklabel": [
                    {
                        "050lab_bez": "Customernumber",
                        "028050pholab_value": "{{{Customernumber}}}"
                    }
                ]
        }
      }]
    }

This will assign each contact with and entered customer number the label Customernumber and corresponding value.

Check Results

To check whether the label assignment has been successful, go to the pascom PBX Web-UI menu options Users > Phonebook. Select and Edit an appropriate user and check whether the assignment was successful under the Labels tab. Alternatively, you can check your results by accessing the Company Phonebook via the pascom Desktop Client.

Updated on 02 May 2019