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Export Customers Records

Export Customers Records

(OP)
Hi all,

We have:

IPO500 v10.0
IPOCC v10.0

This is callcenter with a few agents and I have advised them to manually save customers in the Customer tab after each call..
I see that the system only allows you to Manual Import or Auto Import customers.. Thing is they will want to export this list later (1 or 2 years ). Is there a way to export this into a readable Excel format?

Thank you,
Vlad C.


RE: Export Customers Records

Hi,

not as far as I know BUT you can do some SQL magic to get what you want:


"kontra" table in cc database:


"kontraaddress" table in cc database:


If you do a simple join on both tables you can get something like this:


JOIN command example:
select kontra.name, kontra.iscompany, kontra.prio, kontra.customernr, kontraaddress.type, kontraaddress.quality, kontraaddress.address
from kontra
inner join kontraaddress on kontra.kontraid=kontraaddress.kontraid


Most of the columns should be self explanatory except for maybe these two:
type "0" = Phone
type "1" = Fax
type "2" = Mail
quality "0" = Business
quality "1" = Mobile
quality "2" = Private

This will provide you with all the data in one table/select -> export to .csv or similar and you have what your customer wants :)

RE: Export Customers Records

(OP)
Hi Alfalis,

I knew there must be a way. Thank you so much..

I don't have experience in SQL.. I kinda understand it a bit, but at low level..

I have found the tables but I don't understand how to run the script to join the tables..
I have to use a 3rd party SQL software to connect to the database and run the script there? or can I do it in pgadmin III ? :)

RE: Export Customers Records

Yes, sure you can use pgadmin for that - or any other software capable of SQL queries.
With pgAdmin you have to connect to your server and highlight the "cc" database, then click the SQL icon at the top:


This will open a new window with an "SQL Editor" section at the top - insert my SQL command in there and then hit the little green play icon at the top or simply press F5.

After you have done that check this link on how to export the data displayed:
https://www.question-defense.com/2010/10/15/how-to-export-from-pgadmin-export-pgadmin-data-to-csv

The only thing you would have to look into yourself is automating all this but I'm sure google will be a great help for that :)

RE: Export Customers Records

(OP)
Excelent..

Thank you Alfalis! I will test this in my lab and see how it works! :)

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