This guide explains how to import contacts and users from external databases/ servers into a Wildix PBX.


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<span class="page-title-pdf">Import of Contacts and Users - Admin Guide - English</span>



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This guide explains how to import contacts and users from external databases / servers into a Wildix PBX.

WMS Version: 5.0X / 4.0X

Updated: August 2020

Permalink: https://confluence.wildix.com/x/pQU8AQ

General info

For import of users:

For import of contacts:

Note that in case of WMS network, each PBX has its own Phonebooks, which must be imported separately


1 - Backend settings: settings for the synchronization of PBX phonebooks with an external database / server.

Import of contacts and users is possible from:

2 - Map: in this section you can set up parameters for the correct association of the Collaboration Phonebook fields to the ones of the external database. Leave the checkboxes of only those fields which can be imported from the external database.

ID” and “Name” are required fields, since they are used as unique identifier of the contact / user.

3 - Remove existing contacts which are not received from the backend: if enabled, during the next sync, existing contacts which are no longer present in the database are deleted.

4 - Erase existing value if empty value is received: if enabled, during the next sync, fields which are empty, are deleted.

5 - Filter (available for LDAP, AD, Lotus Domino, MySQL/ MSSQL): here you can write a special SQL Select statement.

6 - Scheduled job: settings of the synchronization (if disabled, the sync must be done manually each time). Set the period for performing the sync (1/ 2/ 6/ 12/ 24 hours) and enter the email of a user who will receive notifications each time the scheduled job is done:

7 - Import test button: make a test to check if the entered parameters are correct

8 - Save and Import button: save the parameters and perform the import right away

9 - Save button: save the parameters

10 - Cancel button: close the window without saving parameters

Language choice for imported users

The following logic is applied:

  1. For Active Directory: use preferredLanguage value from AD, if not empty
  2. If empty, or if another backend is used: use the language based on the Country Code selected in WMS Settings → PBX → Language and region 
  3. If the official language of the country is not supported as user interface language, or if the country has several official languages (e.g. Switzerland), then Language selected in Language and region settings is applied

LDAP

Backend settings:

Map:

Filter:

In this example only those users whose category is “person” or “user” and whose status is “not disabled” from the “Map” section will be imported.

Active Directory

Backend settings:

Map:

Filter:

In this example only those users whose category is “person” or “user” and whose status is “not disabled” from the “Map” section will be imported:

Lotus Domino

Backend settings:

Default map:

MySQL / MSSQL

Backend settings:

Map:

Filter:

In this example only those fields from the “Map” section will be imported, which are present in “export_csv_user_10000” table and only for contacts whose type is “user”.


Note: It is also possible to enable connection to MSSQL instance.

Requirement: SQL Server browser must be running on MSSQL host. Please check the Microsoft documentation for detailed information on SQL browser.

Backend settings:

  • Hostname: specify MSSQL instance in the form of ip_adress_of_SQL_server\instance_name. For example, 10.100.1.231\wildixdb
  • Port: there is no need to specify the port when connecting to MSSQL instance. By default MSSQL itself listens on TCP port number 1433, but for instances the TCP port is dynamically configured
  • User and Password: enter the credentials to access to MSSQL Server
  • Database name: the name of database to be imported
  • Timeout: specify connection timeout

Map

  • Check off the field that can be imported from MSSQL instance

Filter

  • Use the field to create a special select query if needed

Office 365

Backend settings:

Check off Access to organizational contacts to provide access for import of organizational contacts.

Click Login and perform login with your Windows account, after which you can select the categories of contacts that must be imported (folders). For example:

Click Available fields to see a drop-down list with all available fields which can be imported.

Map supported fields:

You can insert two values separated by "|" (or) – in this way you can enable the import of the first value, in case it is not filled out, the second value will be imported/ by "+" (concatenation) - in this way you can unite two values present in 1 field.

For example:

In this way value present in the “Name” field of the remote server/ database will be imported into the "Name" field of Collaboration Phonebook, in case absent, value present in the “Company” field will be imported.

In this way all values present in the "E-mail" field of the remote server/ database will be imported into the "E-mail" field of Collaboration Phonebook.

Google

Backend settings:

You can set up the import of contacts with any Google account, but for import of users you must possess a special corporate (business) Google account.

Click Login and perform login with your Google account, after which you can select the categories of contacts that must be imported:

Click Available fields to see a drop-down list with all available fields which can be imported.

Map:

You can insert two values separated by "|" (or) – in this way you can enable the import of the first value, in case it is not filled out, the second value will be imported/ by "+" (concatenation) - in this way you can unite two values present in 1 field.

For example:

In this way value present in the “Name” field of the remote server/ database will be imported into the "Name" field of Collaboration Phonebook, in case absent, value present in the “Organization” field will be imported.

In this way all values present in the "Address" field of the remote server/ database will be imported into the "Address" field of Collaboration Phonebook.


Infusionsoft

Import of contacts only. Available starting from WMS version 4.

Wildix integrates phone calls to Infusionsoft. You can import your Infusionsoft contacts to Wildix PBX and set up automatic routing of calls to contact owners. Consult the Document for details.

Integration with Infusionsoft: https://www.wildix.com/infusionsoft/

Chrome Extension "Wildix integration to Infusionsoft": https://goo.gl/Z5YnMZ

Import of Infusionsoft contacts


After the import is completed, Infusionsoft contacts appear in the phonebook you have selected. If imported contacts have "Owner" (specified in Infusionsoft) and owner's email address is present both in Infusionsoft and local LDAP, then the owner is automatically assigned to the imported contacts in Collaboration. Owners can be changed when editing contacts (Collaboration -> Phonebook -> Edit -> "Contact owner" field). 

Important: During the import, a contact owner is looked up via the email address. Make sure the email address is present both in Infusionsoft and local LDAP. 


You can now set up the Dialplan to route calls from known callers to their account managers, read the document How to automatically route calls to contact owners.

Exchange Server

Backend settings:

Click Login to perform login with your account, after which you can select the categories of contacts that must be imported (folders). For example:

Click Available fields to see a drop-down list with all available fields which can be imported.

Map:

You can insert two values separated by "|" (or) – in this way you can enable the import of the first value, in case it is not filled out, the second value will be imported/ by "+" (concatenation) - in this way you can unite two values present in the same field.

For example:

In this way value present in the “Name” field of the remote server/ database, will be imported into the "Name" field of Collaboration Phonebook, in case absent, value present in the “Company” field will be imported.

In this way all values present in the "Address" field of the remote server/ database will be imported into the "Address" field of Collaboration Phonebook.


CSV

Backend settings:

Map:

Click Choose File to upload a CSV file from your PC.

The values in the file should be separated by coma (,) and enclosed into the quotation marks (“). You can download a sample CSV file by clicking Download sample CSV when importing contacts in WMS -> Devices -> Phonebooks.

Zoho

Import of users only. Available starting from WMS version 4.

Read the document: Zoho Products integration with Wildix PBX.

Outlook contacts lookup and call generation 

Import of Outlook contacts cannot be done via WMS.

However, thanks to Outlook Integration (check Outlook integration for Microsoft Windows documentation) it is possible to search Outlook contacts in real time from Wildix Collaboration search field and to see the Caller ID from Outlook contacts upon receiving an incoming call.

It is also possible to import Outlook contacts using an external Wildix utility. You can download it from Google Drive (for your Windows system type: 32 or 64 bit): LINK


macOS contacts lookup and call generation 

Requirements

In order to allow access to Mac OS Contacts, you need to add WIService to your your laptop's permissions:


If all the requirements are met, the integration with Mac OS contacts is enabled automatically.
It allows you:



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