Tariscope 4.5.x. Administrator's guide
Chapter 4 Tariscope configuration
4.12. Subscribers
4.12.2. Subscriber data import from external files
To import the subscriber data from external files, on the Subscribers page, select the subscriber group to which you want to import data.
Click on the Import from file icon. The Import wizard page appears as shown in Figure 4.12.2.1).
Figure 4.12.2.1
Click Start. The wizard window will be as shown in Figure 4.12.2.2.
Figure 4.12.2.2
This step provides a selection of the external file format that contains information about subscribers. The import is available from the following file formats:
- Microsoft Excel 2007 (xlsx).
- Microsoft Excel 2003 (xls).
- Microsoft Access (mdb).
- Microsoft Access 2007 (accdb).
- Comma separated (csv).
- Text (txt).
- dBase III (dbf).
- Tariscope 2.8 (mdf).
After selecting the desired file format, click on the Choose button and select the required file. Click Next. The wizard will be as shown in Figure 4.12.2.3.
Figure 4.12.2.3
If on the previous step you have selected the Microsoft Excel file, the wizard page in Figure 4.12.2.3 displays a list of available tables of this file. Select the table that contains information about subscribers and click Next. The wizard window will be as shown in Figure 4.12.2.4.
Figure 4.12.2.4
The Fields page is divided on two parts. The top part contains lists of the Tariscope fields. In each list you should select the source field that correspond to the Tariscope field. The bottom part of the page displays the source file contents.
The wizard allows to import the following fields:
- Name. A subscriber’s name.
- Extension number (IP). An extension or IP address of subscriber.
- Extension description. An extension or IP address description.
- Group. A group name to which the subscriber belongs.
- Extension number (IP) 2. The second extension (telephone number) or IP address of the subscriber.
- Extension number (IP) 3. The third extension (telephone number) or IP address of the subscriber.
- Subscriber type. A sign that the subscriber (customer) is a legal entity or individual.
- Auxiliary. It is an auxiliary identifier that allows Tariscope to uniquely detect a subscriber. 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), Tariscope should send a command that contains the type of phone to set the restriction. The field is usually used for the Tariscope license with the restriction feature.
- Equipment name. It is the name of telecommunications equipment to which the extension (phone number) or IP address belongs.
- Description. Some additional information about the subscriber or his data that can be used, for example, when Tariscope creates reports.
- Information. The second field for additional information.
- Company name. It is a company name when the subscriber is a legal entity.
- Firm code.
- Personal code.
- Tax code.
- Bank account.
- Bank code.
- Contract ID. This is an identifier 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 code. The privileges code of subscriber. The parameter is used in the Tariscope Provider edition.
- Connection date. It is the date from which the 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.
- Office/Flat.
- Zip code.
- E-mail. The email address that is used as login in the Tariscope Personal Area.
- Auth code. It is an 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. It is a rate plan that subscriber uses.
- Password. It is used to the subscriber access to the Tariscope Personal Area.
- Credit. This value is used when the Tariscope license contains the restriction feature.
- Account ID. It is an identifier of subscriber’s account. It is used in Tariscope Provider.
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, select the field in the list manually.
Click Next. The wizard window will be as shown in Figure 4.12.2.5.
Figure 4.12.2.5
Select a parameter that will uniquely identify the subscriber. Click Next. The wizard window will be as shown in Figure 4.12.2.6.
Figure 4.12.2.6
Select the telecommunications equipment (telephone system, router, etc.), where subscribers have extensions (phone numbers) or IP addresses. If the Automatically determine equipment for each extension number or IP switch is on, Tariscope will automatically select telecommunications equipment for each extension or IP address using the numbering plans of existing equipment in Tariscope. 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 turning on the switch, and select the desired telecommunications equipment by himself from the list. Click Import to continue.
When the import is finished, the Import wizard window displays the import results. An example of the window is shown in Figure 4.12.2.7.
Figure 4.12.2.7
Click Close. The Subscribers page displays a table with the imported data.
