Log In

Come Join Us!

Are you a
Computer / IT professional?
Join Tek-Tips Forums!
  • Talk With Other Members
  • Be Notified Of Responses
    To Your Posts
  • Keyword Search
  • One-Click Access To Your
    Favorite Forums
  • Automated Signatures
    On Your Posts
  • Best Of All, It's Free!
  • Students Click Here

*Tek-Tips's functionality depends on members receiving e-mail. By joining you are opting in to receive e-mail.

Posting Guidelines

Promoting, selling, recruiting, coursework and thesis posting is forbidden.

Students Click Here


Export Customers Records

Export Customers Records

Export Customers Records

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


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

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:

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


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

Red Flag This Post

Please let us know here why this post is inappropriate. Reasons such as off-topic, duplicates, flames, illegal, vulgar, or students posting their homework.

Red Flag Submitted

Thank you for helping keep Tek-Tips Forums free from inappropriate posts.
The Tek-Tips staff will check this out and take appropriate action.

Reply To This Thread

Posting in the Tek-Tips forums is a member-only feature.

Click Here to join Tek-Tips and talk with other members!

Close Box

Join Tek-Tips® Today!

Join your peers on the Internet's largest technical computer professional community.
It's easy to join and it's free.

Here's Why Members Love Tek-Tips Forums:

Register now while it's still free!

Already a member? Close this window and log in.

Join Us             Close