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This guide explains how to import contacts and users from external databases / servers into a Wildix PBX. WMS Version: 5.0X / 4.0X Updated: August 2020September 2021 Permalink: https://confluence.wildix.com/x/pQU8AQ |
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In this way all values present in the "E-mail" field of the remote server/ database will be imported into the "E-mail" field of Collaboration Phonebook.
Backend settings:
- Backend: select Google
You can set up the import of contacts with any Google account, but for import of users you must possess a special corporate (business) Google account.
Click Login and perform login with your Google account, after which you can select the categories of contacts that must be imported:
- My Contacts
- Friends
- Family
- Coworkers
- Starred in Android
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
You can insert two values separated by "|" (or) – in this way you can enable the import of the first value, in case it is not filled out, the second value will be imported/ by "+" (concatenation) - in this way you can unite two values present in 1 field.
For example:
- Name: name | organization
In this way value present in the “Name” field of the remote server/ database will be imported into the "Name" field of Collaboration Phonebook, in case absent, value present in the “Organization” field will be imported.
- Address: addressWork + addressHome
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Enable Microsoft 365 User phonebook sync
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Note: Before enabling User phonebooks sync, make sure to import users from Microsoft 365. |
- Go to WMS Settings -> PBX -> Integrations
- Navigate to Microsoft365 tab
Tick off the User phonebooks checkbox and click Enable
- Log in to your Microsoft account and click Accept to give the required permissions.
After the sync is completed, users’ personal phonebooks from Microsoft 365 become available in the list of phonebooks in Collaboration and are named in the following way: MS365 / {name of the folder in Microsoft 365}
Note |
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Note: If you disable User phonebooks sync, already synced phonebooks are not removed from Collaboration unless manually deleted. |
You can also enable caller name lookup in Microsoft 365 user phonebooks. Thich can be done by setting a custom Dialplan variable – see the guide Custom Global Dialplan Variables List for more info.
Backend settings:
- Backend: select Google
You can set up the import of contacts with any Google account, but for import of users you must possess a special corporate (business) Google account.
Click Login and perform login with your Google account, after which you can select the categories of contacts that must be imported:
- My Contacts
- Friends
- Family
- Coworkers
- Starred in Android
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
You can insert two values separated by "|" (or) – in this way you can enable the import of the first value, in case it is not filled out, the second value will be imported/ by "+" (concatenation) - in this way you can unite two values present in 1 field.
For example:
- Name: name | organization
In this way value present in the “Name” field of the remote server/ database will be imported into the "AddressName" field of Collaboration Phonebook.
Infusionsoft
, in case absent, value present in the “Organization” field will be imported.
- Address: addressWork + addressHome
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
Note |
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Import of contacts only. Available starting from WMS version 4. |
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- To save the changes: click Apply
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