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This feature automates the process of importing Account & Contact information from an external database using CSV files.
Four step process of automating CSV import
When the "CSV Schedule" is configured & enabled, SupportCenter looks for CSV file under the <SupportCenter_Home>\csv_files directory on a periodic basis.
When it finds a CSV file, the file is processed and moved the file to <SupportCenter_Home>\csv_files\ProcessedDir.
To automate this process, it is advised to write a script that would send the changed information of the external database as a CSV file to the <SupportCenter_Home>\csv_files directory
Refresh the SupportCenter Plus Web Client to proceed further.
Log in to SupportCenter Plus application using your user name and password.
Click the Admin tab in the header pane. This opens the configuration wizard page.
Under the Helpdesk
block, click the Automate CSV Import
icon
. This opens the Schedule CSV Import list page.
Click Add Schedule link on the right hand side of the page. This opens the Add Schedule page.
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Note: CSV file should be available under SupportCenter Plus CSV directory to automate the import. Path for the directory would be \AdventNet\ME\SupportCenter\csv_fiels |
If no CSV file is found in the directory then you get a message as shown below. To place, replace or update the file automatically in the CSV directory, it is advised to write a script to send the information from the external database where you have all the information. The data should be sent to the SupportCenter_Home\csv_files directory.
Once the CSV file is available in the CSV directory. CSV File Name gets displayed automatically in un-editable format.
Specify the File Encoding format from the combo box.
Click the Show Fields button to map the fields. Map the fields.
To schedule the settings click the Enable radio button.
Select the Time duration from the combo box.
Select the Date from the calender button and also select the start schedule time from the drop down list.
If you like to notify the support rep on the failure of the CSV import update then click Notification check box.
Save the settings.
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