Service Up

InBox DataImporter

Versão 6.1.4

Creation date 25/11/2019

Resources

The module creates a register of templates for importing data and re.

Prerequisites

Framework

The following versions of the OTRS Framework are supported:

  • [6.0.x]

Módulos

The following modules are required:

  • InBox Core 6.22.7 or higher

Operational system

The following operating systems are required:

  • [None]

Third Party Software

The following third-party software is required:

  • [None]

Installation

bin/otrs.Console.pl Admin::Package::Install /path/to/InBox\ DataImporter-6.0.0.opm

Settings

This module can be configured via "System Configuration" in the administrative interface. The following configuration options are available:

DataImporter::Core::DynamicFieldsTicket

Determines the dynamic fields (of the type Called, mandatorily) to be displayed in the list of fields available for the import model.

DataImporter::Core::DynamicFieldsArticle

Determines the dynamic fields (of the Article type, mandatorily) to be displayed in the list of available fields for the import model.

Use

Importing tickets or articles

Important: The module only allows the import of 500 lines at a time.

From the Calls menu, access the Data Importer menu

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The following screen will appear:

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Click the add model button:

Define a name for the model, choose the object type 'Called' or 'Article' and choose the fields to be informed for creation:

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Save the settings and download the template:

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Fill in the template, not forgetting the mandatory fields and start the import:

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Parameterization

Tickets

Available fields:

  • Type
    • Found in the menu Administration->Types

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  -  Example: 'New'  
  • Service
    • Found in the menu Administration->Services

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    -  Example: 'Install'                        
  • SLA
    • Found in the Administration->Service Level Agreements
      • Example: 'SLA Normal'
  • TicketNumber
    • Number of the call coming from the previous system (if not informed, a number is automatically generated)

Required fields:

  • Lock
    • Defines whether the Ticket will be created blocked or unlocked
      • Possible values: 'lock' ou 'unlock'
  • Title
    • Defines the title of the ticket
  • CustomerUser
    • Defines the client user who opened the ticket. Found in the Administration-> Client users menu (the user parameter must be informed)

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  • Example: 'mbernardo'

  • CustomerID

    • Defines the customer who opened the ticket. Found in the Administration-> Clients menu (the client id parameter must be informed)

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  - Example: 'serviceup'
  • Priority
    • Defines the priority of the ticket. Found in the Administration-> Priorities menu (the priority name parameter must be informed)

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-  Example: '3 normal'
  • State
    • Defines the status of the ticket when it is opened. Found in the Administration-> States menu (the state name parameter must be informed)

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  - Example: 'new'
  • Queue
    • Defines the ticket queue when it is opened. Found in the Administration-> Queues menu (the queue name parameter must be informed)

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  - Example: 'Raw'
  • Owner
    • Defines the ticket owner, the attendant who opened the ticket. Found in the Administration-> Attendants menu (the user parameter must be informed)
    • Example: 'mbernardo'

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Artigos

Available fields:

  • Body

    • Defines the body of the article
  • SenderType

    • Defines the type of item sent
      • Available values: agent, customer, system
        • ( standard value: agent)
  • From

    • Defines who sent the article. Here, the email of the sender must be informed.
  • To

    • Defines who the file was sent to. Here, the email to whom it was sent must be informed, and it can be more than one email separated by a comma (,)
  • MimeType

  • Defines the type of text entered in the body of the article

    • For HTML, use text / html
    • For free texts use text / plain (default value)