Integration › Contacts

CSV file

In this chapter, you will learn how to add a CSV file as a data source to XPhone Connect Directory.

Requirements

Before you can add a CSV file as a data source to XPhone Connect Directory, the following requirements must be met:

• The XPhone Connect Server service account requires read and write access to the directory where the CSV file is stored.

• Temporary data for index creation is stored in this directory. Therefore, write access is required.

• To ensure that the required permissions are present, it is recommended to store the CSV file in a local folder on the server.

Configuration

• Open the configuration interface of the XPhone Connect Directory.

• Click on Add data source.

• Select the CSV file data source type.

• Click on the Next button.

• Carry out the steps in the dialog:

1. First configure the Basic settings.

2. CSV

   In this step, you can enter the path to the CSV file and make other settings for the import.

   • Path of the CSV file

     Provide the full file name with path (e.g.: \server\datasource.csv). Please consider that the path is evaluated on the computer on which XPhone Connect Directory is run.

   • Separator

     Select from the list of separators which separate the individual attributes of a data set (a line in the CSV file):

     • Comma

     • Semicolon

     • Tab

   • Coding

     An attempt is made to establish coding using the Byte Order Mark. If known, it is however recommended that coding is explicitly indicated.

   • Delete file after importing from the source directory

     Automatically remove the source file after importing to XPhone Connect Directory by selecting the Delete file after importing from the source directory option.

   • Remove space at start and end of the data field content

     Using this option, any spaces at the beginning and end are automatically removed.

   • The first line with content contains the column headers

     If the column headers are in the first row of the CSV file, the The first line with content contains the column headers must be activated. This labels the columns accordingly in the preview. If the option is not set, the content of the first line is interpreted as data.

   • Show entries

     Click Show entries for a preview of the entries in the selected organisational unit.

3. Configure the Index schedule

4. Configure the Phone number conversion.

5. Configure the Authorisations.

6. Configure the Priority.

7. Configure the Proximity search.

8. Complete the data source configuration with Overview.

9. Field schema assignment

   Link the fields. At least the Entry ID must be linked to one field of the CSV file (see also chapter Field schema).