Tariscope 4.x. Administrator's guide
Chapter 3. Tariscope configuration
3.13. Subscribers
3.13.2. Subscriber data import from an external file
To import the subscriber data from external files, on the toolbar of Subscribers configuration page, click on the Import icon. The import wizard is started (Figure 3.13.2.1).
Figure 3.13.2.1
Click Next. The wizard window will be as shown in Figure 3.13.2.2.
Figure 3.13.2.2
This step provides a selection of import format of the external file that contains information about subscribers and this file. The import is available from the following file formats:
- Microsoft Excel 2003 (xls);
- Microsoft Excel 2007 (xlsx);
- Microsoft Access (mdb);
- Microsoft Access 2007 (accdb);
- Comma separated (csv);
- Text (txt). This is text format where a tab is a field separator;
- dBase III (dbf);
- Tariscope 2.8 (mdf).
After selecting the desired file format, click on the Browse button to select the required file. Click Next. The wizard will be as shown in Figure 3.13.2.3.
Figure 3.13.2.3
In the Source file window (Figure 3.13.2.2) we have selected Microsoft Excel file, so the wizard window in Figure 3.132.3 displays a list of available tables this file. Select the table that contains information about subscribers and click Next. The wizard window will be as as shown in Figure 3.13.2.4.
Figure 3.13.2.4
The Fields window is divided on two parts. The top part contains a table where the first column displays a list of Tariscope fields and the second column displays a list of source fields that correspond to the Tariscope fields. The bottom part displays the source file contents.
The wizard allows to import the following fields:
- Extension number (IP). Phone number or IP address of subscriber.
- Extension (IP) description. Description of the phone number or IP address of the subscriber.
- Last name.
- First name.
- Second name.
- Full name.
- Department (Subscriber group). Name of a group to which the subscriber belongs.
- Extension number (IP) 2. The second phone number or IP address of the subscriber.
- Extension number (IP) 3. The third phone number or IP address of the subscriber.
- Legal entity. A sign that the subscriber (customer) is a legal entity.
- Auxiliary ID (TN). It is an auxiliary identification that allows to uniquely determine a subscriber. In particular, for CS1000 and Meridian 1 (Avaya - Nortel) this parameter can be used as a terminal number (TN).
- Telephone type. This parameter is applied if the Tariscope is used with the restriction feature. In this case, for example, for CS1000 and Meridian 1 (Avaya - Nortel) to set the restriction, Tariscope should transfer a command that contains the type of phone.
- Equipment name. The name of telecommunications equipment to which belongs a phone number or IP address.
- Description. Some additional information about the subscriber or his data that can be used, for example, when you create reports.
- Information. The second field for additional information.
- Full firm name. A full name of a legal entity.
- Code. This a code that allows to identify a subscriber.
- Personal code.
- Tax code.
- Bank account.
- Bank code.
- Contract ID. This is an identification of contract with the subscriber. It is used in the Tariscope Provider edition.
- Contract date. The parameter is used in the Tariscope Provider edition.
- Privileges info. Information about privileges of subscriber. The parameter is used in the Tariscope Provider edition.
- Connection date. It is the date from which subscriber phone number or IP address is active.
- Disconnection date. It is the date from which subscriber's phone number or IP address is inactive.
- City.
- Area.
- Street.
- House.
- Flat (Office).
- Zip code.
- E-mail.
- Authorization code. It is a authorization code that is used in the telephone system to identify a subscriber.
- Initial balance. This parameter is used only to the Tariscope Provider edition.
- Rate plan. The rate plan that subscriber uses.
- Password. This data is used to the subscriber access to his Personal Area.
- Credit. THis value is used when the Tariscope license contains the restriction feature.
The wizard tries to automatically identify by column names of an external file the appropriate field in the Tariscope database. If wizard does not find the correspondence but the required field is in the source file, click on the required row of the table in the Data source field column. A list appears that contains all fields of the source file. Select the field that corresponds to the Tariscope field. Repeat this action for all desired fields and click Next. The wizard window will be as shown in Figure 3.13.2.5.
Figure 3.13.2.5
Select a parameter that will uniquely identify the subscriber. Click Next. The wizard window will be as shown in Figure 3.13.2.6.
Figure 3.13.2.6
Select the telecommunications equipment (telephone system, router, etc.), where subscribers have phone numbers or IP addresses. On the example (Figure 3.13.2.6) the list contains two telecommunications devices. If the Automatically determine equipment for each extension number or IP box is selected, Tariscope will automatically seдусе telecommunications equipment for each phone number or IP address using the numbering plans of equipment. This method of determining the telecommunication equipment is recommended only in cases where there are multiple telecommunications equipment and for each of them there is numbering plan and these plans do not overlap. In other cases, we recommend to clear the check box, and select the desired telecommunications equipment by himself from the list. Click Next to continue.
The next window is shown in Figure 3.13.2.7. It offers a selection of the root group of subscribers (department), where the data will be imported.
Figure 3.13.2.7
If before the start importing the group have not been created, the window displays only one group named "Company". Click Next. When the import is finished, the Wizard window displays the import results. An example of the window is shown in Figure 3.13.2.8.
Figure 3.13.2.8
If you want to import data from another file yet, click the Process one more file link. Otherwise, click Finish. The Subscribers tab displays a table with the imported data.
