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This guide explains how to import contacts and users from external databases / servers into a Wildix PBX. WMS Version: 3.88/ 4.01 Updated: February 2018 Permalink: https://confluence.wildix.com/x/pQU8AQ |
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General info
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- LDAP
- Active Directory (+users sign-on)
- Lotus Domino (+users sign-on)
- MySQL
- MSSQL
- Office 365
- Exchange Server 2010-2013 (supports only import of contacts)
- Infusionsoft (import of contacts)
- ZohoCRM (import of users)
- CSV file
- Outlook (read the chapter Import of Contacts and Users - Admin Guide#Outlook Outlook Import)
2 - Map: in this section you can set up parameters for the correct association of the Collaboration Phonebook fields to the ones of the external database. Leave the checkboxes of only those fields which can be imported from the external database.
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- Example: SELECT ${MAP} FROM `export_csv_user_10000` WHERE `type`="user"
- Example for query for import of of contacts from SAP Business One: select '' as empty, OCRD.CardCode, CardName, Name, Tel1, OCPR.Fax, Cellolar, E_mailL, Title from OCRD INNER JOIN OCPR ON OCRD.cardcode = OCPR.cardcode where cardtype = 'S' (More information on SAP B1 integration: https://www.wildix.com/sap-business-one/
In this example only those fields from the “Map” section will be imported, which are present in “export_csv_user_10000” table and only for contacts whose type is “user”.
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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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Integration with Infusionsoft: https://www.wildix.com/infusionsoft/
Chrome Extension "Wildix integration to Infusionsoft": https://goo.gl/Z5YnMZ
Import of Infusionsoft contacts
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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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However, thanks to Outlook Integration (check Outlook integration for Microsoft Windows documentation) it is possible to search Outlook contacts in real time from Wildix Collaboration search field and to see the Caller ID from Outlook contacts upon receiving an incoming call.
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