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• 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 a the phonebook you have selected. If imported contacts contain "Owner" filed filled in and owner is present in phonebooks, then the owner is automatically assigned and becomes available in Collaboration. You Owners can change owners in be changed in Collaboration when editing contacts (Collaboration -> Phonebook -> Edit -> "Contact owner" field when editing contacts). 

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Step 2. Dialplan configuration

To route calls to assigned Infusionsoft ownersconfigure automatic routing of calls, you need to perform a lookup via (Lookupphonebook) using the function MYVAR=${Lookupphonebook(valuetolookup, fieldswelookup, fieldwewant)}). The function searches for a specified parameter of a contact and, according to results, routes a call to its owner.

Where:

• MYVAR - the variable to which the result of performing Lookupphonebook function is saved
• valuetolookup - the value that we are looking forto be looked up. Can be a channel variable
• fieldswelookup - the list of fields to search by. Multiple values, separated by commas, are allowed (in this case we need to use single quotes)
• fieldwewant - the  field whose value to return

Lookupphonebook is performed in such a such way: SELECT fieldwewant FROM all_shared_phonebooks WHERE (fieldwelookup_1=valuetolookup OR fieldwelookup_2=valuetolookup OR ...)

For example: OWNER -> ${Lookupphonebook(CALLER_NUMBER, 'office, mobile', 'owner_id')}

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Here you can find the example of Dialplan configuration:

1. Set -> OWNER -> $> ${Lookupphonebook(${CALLERID(num)} , 'office,home,mobile', 'owner_id')} - looks up for owner ID
2. Set -> INFUSIONSOFT -> $> ${Lookupphonebook(${OWNER}, 'source_id', 'extension')} - looks up for a contact owner (PBX user) in shared phonebooks
3. Jump to if -> "${INFUSIONSOFT}"!=""  
4. Play the sound 

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1. -> Procedure with a modified number ${INFUSIONSOFT} - if the previous execution is successful, routes a call to a contact owner
2. Call group - the application is executed in case no contact owner is found
   
   

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