SpitFire Help Desk



Import List

IMPORTING LISTS

Click on the “import” box as shown above, this will open the utility to build a new List.

The List Import wizard will appear.

Click on the “Browse” box to select the data file to import.  Using this option the data file needs to be on the computer that has the database installed.

If the data files are in a shared folder, simply click on the “Choose an existing File” that will show all the available files in the shared folder.

Select the file that you want to import.

The data files need to be copied in the (C:\SPD Enterprise\Lists) folder of the dialer.  A shortcut can be created on the dialers desktop.

The Data files can be in a .txt (ASCII Comma or Tab delimited) or .csv file.

Depending on the file that you are importing, click on the drop down arrow and select the “Files of type” from the window.  The default is always a “.txt” extension.

The next step is to click on the “Open” tab to select the data file to import.

Click on the “Start Upload” to begin the file upload.

When the file is uploaded the “File is uploaded” description will be displayed.

The next step is to click on the “Next” button.

At this point, you select the mapping of the fields you want to import and display on the Agent screen.

The next step is to map which fields you want to display on the agent application when the call is transferred.

 

Simply select the field that you want to map by clicking on it.  This will highlight the field on the left side.

The right side will display the number and description of the mapped file.

When the corresponding fields are selected on the right side, the inserted fields will be displayed as above.

If you incorrectly assign a wrong field, click on the red delete circle and it will be removed

To create and or select Custom fields to be imported, click on the “Custom Fields” tab as shown above.

The “Custom Field” box will allow the selection of an existing custom field or the creation of a new custom field.

Click on the box to the left of the field to select the custom field.

When the selection is completed click on the “Done” tab to revert to the previous screen.

A custom template can be created.  This will allow the mapping to be preconfigured for different lists that are to be imported. 

In order to create a new template click on the “Save as Template” box.

The name of the Template needs to be typed in the box.  The campaign will display that the template has been successfully created.

The newly created template will now be available in the drop down window of all templates available.

NEW FEATURE

 

To delete an existing Template, select the Template from the drop down window,

Click on the red “X” to the right of the “Existing Templates” tab.

The Template will now be removed and will no longer appear from the drop down window of Templates.

When the mapping of the fields is complete the “Next” arrow needs to be selected.

The next section of the import wizard will appear.

The “Eliminate Bad Numbers” will check the valid length of the phone number.

The next selection is the “Eliminate Duplicate Numbers” which checks for duplicate numbers in the current list.

Concatenate is for joining the First and Last Name in the list.  This only applies if the first name and last name are separate in the data file that is being imported.  This will allow the Agent to see the client’s first and last name together.

The next step is to select a DNC list that you want this new list to be scrubbed against.

NEW FEATURE ADDED

 

 

All the DNC lists that are available in the system will be displayed in this section.  Checking on the “Check all Lists” will automatically select all the files that you have below to scrub against.  If the “Check all Lists” is not selected than the individual lists can be selected to scrub against.

The next option is the “List Scrub” tab.

NEW FEATURE ADDED

 

All the lists that are available in the system will be displayed in this section.  Checking on the “Check all Lists” will automatically select all the files that you have below to scrub against for duplicates.  If the “Check all Lists” is not selected than the individual lists can be selected to scrub duplicates against.

When the scrubbing selection has been completed click the “Next” arrow as shown.

The next step is to name the list of the file before the importing begins.

Type the name description in the “New List” box.  Please make sure that you do not use erroneous characters when naming your files.

NEW FEATURE

To append an existing list, click on the “Existing List” drop down arrow and this will display the existing lists.  These lists are sorted numerically and than alphabetically.

To begin the import, click on the “Import” arrow as shown above.

The “Import Status” screen will display with a summary of the total import.  This summary will break down, duplicates, DNC and List scrubbing.

 

The last step in the import process is to click on the “Done” flag as shown in the bottom right side of the screen.  The “Print” icon will allow you to print a summary of the Import as shown.



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Last Updated
8th o June, 2016

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