To create an input filter:
On the Configure tab of the LiveVox Portal, click Input / Output > Input Filter.
The Input window appears, displaying the General tab.To view a filter, in the Input Filter(s) field, select the filter.
- Click Add Filter.
On the General tab, specify values in the following fields.
Field Description Target Select one of the following options:
- Transaction: To create a field-mapping template for importing campaigns to LiveVox
- Contact: To create a field-mapping template for importing contacts to LiveVox
- Account: To create a field-mapping template for importing accounts to LiveVox
- Ticketing: To create a field-mapping template for importing tickets to LiveVox
Name Enter a name for the filter.
Description Enter a description of the filter. Header in file Select the checkbox only if the file that you want to import contains headings. File Format Select one of the following options:
- CSV: To import a comma-separated values (CSV) file
- Custom: To import a customized file. When you select this option, the following fields appear:
- Field Delimiter: Enter the character that is used as the field delimiter.
- Row Delimiter: Enter the character that is used as the row delimiter (for example, \n).
- Quote: Enter the character that is used to enclose each field in the file (for example, ").
- Escape Character: This field appears only if the target is Contact, Account, or Ticketing.
- Fixed Row Length: Enter the length of each row.
- Fixed Fields with Row Delimiters: To import a CSV file that contains fields that have the same length and uses the row delimiter. When you select this option, the Total Length column appears in the mapping table on the General tab.
- Pipe: This option appears only if the target is Contact, Account, or Ticketing. Select the option if you want to import a .pipe file.
- TAB Delimited: To import a tab-separated values (TSV) file
Filename Pattern This field appears only when the target is Transaction.
If multiple input filters exist for the Transaction target, to identify the filter, enter the pattern of the file name in this field. Ensure that the pattern is unique and that the name of the file that you import contains the same pattern.
An asterisk ( * ) in the pattern indicates a wildcard at the beginning or end of the pattern. For example, the pattern *account indicates that the file name ends with account.
A question mark ( ? ) in the pattern indicates a character placeholder, regardless of the type of character and its casing (that is, lowercase or uppercase). For example, the pattern ????_* indicates that the file name begins with four characters that are followed by an underscore ( _ ).
A pipe ( | ) in the pattern indicates an OR logical separator. For example, the pattern maximum*|minimum*|NYC indicates that the file name begins with maximum, the file name begins with minimum, or the file name ends with NYC.
Allow Empty This field, which is a checkbox, appears only when the target is Contact, Account, or Ticketing. Clear the checkbox only if you do not want to specify null values for the specified columns when importing a file. Truncate This field, which is a checkbox, appears only when the target is Contact, Account, or Ticketing. Clear the checkbox only if you do not want to shorten a field value if its length exceeds the size limit. - Click Add Mapping.
The Add Mapping window appears. Specify values in the following fields.
Field Description Columns Select the field that appears as a column in the file that you want to import.
- The options that appear in the Columns field for a given target are the fields that appear in the Fields window for the same target (that is, entity). For more information, see Adding and Modifying Custom Fields.
- If you want to use a data type that was not displayed earlier, you must add a custom field in the Fields window. For more information on defining data type for custom fields, see Adding and Modifying Custom Fields. Storing and using a data type for Contact manager imports that were not displayed previously might require you to add new custom fields in the Fields editor.
Position Enter the position of the column in the file. Total Length This field appears only if the value in the File Format field on the General tab is Fixed Fields with Row Delimiters. Transformations Depending on the value that you selected in the Columns field, a data type appears in this field by default. You can, however, change the value.
The default data type for a given field is specified in the Fields window. For more information, see Adding and Modifying Custom Fields.
Description Enter the purpose of the field that you selected in the Columns field. Default Value This field appears only when the target is Account or Ticketing.
Select a value if the field that you selected in the Columns box is required in the business workflow and does not contain a value in the file. The calendar date picker appears if the field data type is a date.
Substitute Value Enables you to transform static values to another value. You can substitute certain values during the import in the Contact manager. This field supports up to 30 values with a maximum character size of 50. The calendar date picker appears if the field data type is a date.
Click Ok.
Perform steps 4 through 6 for each column in the file that you want to import.
The mapping is added, and it appears as a table on the General tab.
Click Save Filter.
The input filter is created, and a value appears in the Filter ID field.
- If the target of the filter is Contact, the input filter appears an option in the File Format field in the Import Contacts window when you attempt to import contacts. For more information, see Importing and Exporting Contacts.
- Before you can use an input filter for Automatic Call Distributor (ACD), ensure that transformation is applied to the filter. For assistance regarding source columns and data types, contact the LiveVox Customer Care Team.
- To modify a mapping:
- On the General tab, double-click the row containing the mapping.
The Add Mapping window appears. - Modify the values in the fields as required, and then click Ok.
- Click Save Filter.
- On the General tab, double-click the row containing the mapping.
- To delete a mapping, double-click the row containing the mapping, click Delete Mapping, and then click Save Filter.
- To copy the filter, including its mapping:
- Click Copy Filter.
The Copy Filter To window appears. - In the New Input Filter Name field, enter a name for the filter, and then click Copy.
The new filter appears in the Input window.
- Click Copy Filter.
- To delete the filter, click Delete Filter, and then click OK in the Confirm window.
- To view a different filter, in the Input Filter(s) field, select the filter.