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ACT Pro 2012 Consultant needed - phone system data file integration

New Member
Posts: 8
Country: USA

ACT Pro 2012 Consultant needed - phone system data file integration

Our phone system lets us download a list of numbers called by each sales rep. The format is either a spreadsheet or .csv file. The format is shown below:

 

Employee             Direction               Date                    Time       Duration           Number

Ben                        Outgoing               Jun 15 2012         1:13PM   00:00:16           1202471111

                              Outgoing               Jun 15 2012         1:55PM   00:00:17           1202472222

                              Incoming               Jun 15 2012         2:56PM   00:04:18           1202472222

                              Outgoing               Jun 15 2012         3:16PM   00:05:28           1202473333

                              Outgoing               Jun 15 2012         3:27PM   00:15:08           1202474444

                              Incoming               Jun 15 2012         3:56PM   00:14:48           1202472222

                              Outgoing               Jun 15 2012         4:27PM   00:00:20           1202475555

 

I would like a program that reads this file and updates ACT contact fields in an intelligent manner. As a summary, we want to create a history records for each call and update one (or more) custom fields on the contact record.

The custom fields to be updated in our database are Call #1/Call result #1, Call #2/Call Result #2, and Call #3/Call Results #3 contact fields. The program would be run in batch mode every night on the ACT server: Basically, these fields exist on the contact screen and contain the last 3 calls incoming/outgoing to the prospect for easy sales rep reference. They are a summary of the history record data and allow us to easily search/filter data.

  1. Read the file and select data from the last 24 hours.
  2. Read a record.
  3. Look up the phone number in ACT.
  4. If the number does NOT exist – do nothing.
  5. If the number does exist, create a history record where Type = Call; the Date & Time & Duration (Min), & Record Manager from the call file.
    1. Result = “Call Attempted” if the call is “Outgoing” and the call time is less than 30 seconds;
    2. Result = “Call Completed” if the call is “Outgoing” and the call time is greater than 30 seconds;
    3. Result = “Call Received” if the call is “Incoming” and the call time is greater than 30 seconds;
    4. Regarding = Call #1, Call #2, or Call #3 (see #7 below)
    5. If the number does exist, update the Call # field with the Date & Result (like you did in our previous engagement). We can discuss later if you don’t remember.
    6. After a history record is generated, the program should use this logic:
      1. If Call #1 is empty, update the Call #1 and Call Result #1 field on the contact page. Else
      2. If Call #1 contains data, and Call #2 is empty, update the Call #2 and Call Result #2 field on the contact page. Else
      3. If Call #2 contains data, and Call #3 is empty, update the Call #3 and Call Result #3 field on the contact page. Else
      4. If Call #3 contains data, replace (over-write) Call #1/Call Result #1 data with Call #2/Call Result #2 data; Replace (over-write) Call #2/Call result #2 data with Call #3/Call results #3 data; update Call #3/Call results #3 with new data.
      5. This way, we always have a record of the last 3 calls/call results on the contact record.

Please contact me if you have the proven skills to take something like this on. Thanks!

 

Steven Conrad

SteveC@mediapro.com

Bronze Super Contributor
Posts: 1,231
Country: USA

Re: ACT Pro 2012 Consultant needed - phone system data file integration

For advanced import scripting you need to contact Alan at http://www.oakmerge.com/.

 

He has developed a robust import engine for ACT! by Sage which may handle your conditions.

 

-- Jim Durkin