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Add A New List / Load New Leads

PostPosted: Tue Aug 26, 2014 9:37 am
by darkwin
Hi Guys,

I'm using Vicibox_v.6.0.x86_64-6.0.1.preload.iso
Cluster:
DB installed and Working
WEB installed and Working
Telephony installed and Working

Inbound call working
manual call working

But, when I tried for predictive by creating a lead list it wont work, when I add a new leads it wont show my field in "LIST ID OVERRIDE FOR THIS FILE" from /vicidial/admin_listloader_fourth_gen.php.

Something like this below;

VICIDIAL Column File data
VENDOR LEAD CODE: (none)
SOURCE ID: ''''
LIST ID: ''''
PHONE CODE: (none)
PHONE NUMBER: '''
TITLE: ''''
FIRST NAME: '''
MIDDLE INITIAL: (none)
LAST NAME: '''
ADDRESS1: ''''
ADDRESS2: (none)
ADDRESS3: (none)
CITY: ''''
STATE: '''
PROVINCE: (none)

My fields wont show on the tab list and it appears such like this """""" symbols

Regards
Erwin

Re: Add A New List / Load New Leads

PostPosted: Tue Aug 26, 2014 10:47 am
by mav2287
I had this happen to me once. It was an issue with the file I was using. Can you give more information on the file you are uploading?

Re: Add A New List / Load New Leads

PostPosted: Tue Aug 26, 2014 11:14 am
by williamconley
1) List ID override is expected to be a dropdown showing the lists in Vicidial. Not anything from the file you have uploaded.
2) If your first record is Headers, you should see those headers as sample data ... if the first record is real data, then you should see that real data as sample data when mapping fields in the custom loader option. BUT: that depends on the format of your data being recognized by the loader. If it is not recognized, you need to modify the format.
3) When you have issues with uploading files I recommend two approaches: First, try uploading only the first 10 records. And be sure none of those records have any special characters in them (manually inspect the file). This can help differentiate between bad format and a single bad record somewhere in the file being a problem. Second: Save the file as Tab Delimited Text using the proper fields in the proper order so you can use "Standard" instead of "Custom". The field list is available by clicking on the ? next to Browse.

Re: Add A New List / Load New Leads

PostPosted: Tue Aug 26, 2014 10:52 pm
by darkwin
Hi Mav and William,

Actually i use simple leads like this below....

Number Lname Fname Country
2127773456 Ellingson Lindsay New York
...
...
...
...
...
...
10 lines

save it to .csv file. Add a new list and load new leads

here is my settings below.....

Load leads from this file: test csv
List ID Override: 1001-test
Phone Code Override: 1-USA
File layout to use: Custom layout
Custom template to use:
Lead Duplicate Check: NO DUPLICATE CHECK
Status Duplicate Check: ALL DISPOSITIONS
USA-Canada Check: NO USACAN VALID CHECK
Lead Time Zone Lookup: COUNTRY CODE AND AREA CODE ONLY

Thanks,
Dark

Re: Add A New List / Load New Leads

PostPosted: Mon Sep 08, 2014 3:37 pm
by mav2287
It may be the way you have your data setup. It looks like you are using a space as you delimiter. If I remember correctly for this to work right it needs to be a comma or tab. I would drop that into excel or your favorite spreadsheet edit and make it a csv with a a comma. Your data should look more like this....

"Number","Lname","Fname","Country"
"2127773456","Ellingson","Lindsay","New York"