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This guide explains how to import contacts and users from external databases / servers into a Wildix PBX. WMS Version: 3.87 Updated: February 2018 Permalink: https://confluence.wildix.com/x/pQU8AQ |
Table of Contents |
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General info
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Note |
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Note: It is also possible to enable connection to MSSQL instance. Requirement: SQL Server browser must be running on MSSQL host. Please check the Microsoft documentation for detailed information on SQL browser. Backend settings:
Map
Filter
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Click Available fields to see a drop-down list with all available fields which can be imported.
Map supported fields:
- businessPhones
- displayName
- givenName
- jobTitle
- mobilePhone
- officeLocation
- preferredLanguage
- surname
- userPrincipalName
- department
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Click Available fields to see a drop-down list with all available fields which can be imported.
Map:
- Check off only those fields that can be imported from Google contacts
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In this way all values present in the "Address" field of the remote server/ database will be imported into the "Address" field of Collaboration Phonebook.
Infusionsoft
Wildix integrates phone calls to Infusionsoft. You can import your Infusionsoft contacts to Wildix PBX and set up automatic routing of calls to contact owners. Consult the Document for details.
Integration with Infusionsoft: https://www.wildix.com/infusionsoft/
Chrome Extension "Wildix integration to Infusionsoft": https://goo.gl/Z5YnMZ
Import of Infusionsoft contacts
- Go to WMS -> Users -> Phonebooks
- Select a phonebook you want to import contacts to and click Import (available only for admin user)
- Select Infusionsoft from the list of backend options -> Log in to your account
- Click Save and Import
After the import is completed, Infusionsoft contacts appear in the phonebook you have selected. If imported contacts have "Owner" (specified in Infusionsoft) and owner's email address is present both in Infusionsoft and local LDAP, then the owner is automatically assigned to the imported contacts in Collaboration. Owners can be changed when editing contacts (Collaboration -> Phonebook -> Edit -> "Contact owner" field).
Warning |
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Important: During the import, a contact owner is looked up via the email address. Make sure the email address is present both in Infusionsoft and local LDAP. |
Exchange Server
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Click Available fields to see a drop-down list with all available fields which can be imported.
Map:
- Check off only those fields that can be imported from Exchange Server
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