Mass Import Of Customers
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Mass Import Of Customers
Hi
I am quite new to this
I have installed the Windows edition onto our server and started the configuration process, However; One thing i can not seem to work out how to do is import a Customer file (CSV Format)
We have an existing system and I want to port our Customer base into OTRS
Any suggestions ?
I am quite new to this
I have installed the Windows edition onto our server and started the configuration process, However; One thing i can not seem to work out how to do is import a Customer file (CSV Format)
We have an existing system and I want to port our Customer base into OTRS
Any suggestions ?
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Re: Mass Import Of Customers
Hi
I'm new too, and i have the same issue here.
We are using another application as CRM with a MySQL-DB.
The only way to get the customers addresses is to export these as an .csv-file but i found no way to import these to the OTRS-System.
I am running the Windows-version on my local computer to test OTRS.
Thanks for any help.
Greetz
SilentGreen
I'm new too, and i have the same issue here.
We are using another application as CRM with a MySQL-DB.
The only way to get the customers addresses is to export these as an .csv-file but i found no way to import these to the OTRS-System.
I am running the Windows-version on my local computer to test OTRS.
Thanks for any help.
Greetz
SilentGreen
Testing: OTRS 3.1.7; ITSM: 3.1.4
System: Windows Server 2008 R2 Enterprise x86-64
DB: MySQL (planing to switch to MSSQL Express 2008 R2 SP2)
System: Windows Server 2008 R2 Enterprise x86-64
DB: MySQL (planing to switch to MSSQL Express 2008 R2 SP2)
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Re: Mass Import Of Customers
For existing customer information in another database, the short answer is *don't* import.
No, really. Just use a different backend and interface with it.
http://doc.otrs.org/3.0/en/html/custome ... backend-db
OPTIONAL: I'd suggest making sure (?) that the customer information is read-only on otrs, but if you want otrs to modify, just be aware that it *can* do that, and therefore affects both front-ends (not damage, mind you, but if you change a name or a login on one side, it will affect the other side, for good or bad.)
OPTION 2:
IMPORT TO OTRS database.
WARNING if you're using a different backend than otrs, and the backend is not readonly, this will add customers to the default Customer backend (maybe ldap, maybe to your CRM. Be smart about this!) WARNING
If you want to mass import to OTRS, there is an opt/bin/otrs.AddCustomerUser.pl that can be used:
otrs.AddCustomerUser.pl [-f firstname] [-l lastname] [-p password] [-g groupname] [-e email] username
if you define -g with a valid group name then the user will be added that group
So if you use excel, for instance, you can make a batch by copy/paste into a column: (-g group is optional. If you don't have customergroup support enabled, it's not really relevant)
="bin/otrs.AddCustomerUser.pl -f " & firstnamecell & " -l " & lastnamecell & " -p " & passwordcell & " -e " & emailcell & " " & usernamecell
then you should be able to copy this new column to a command line (in your otrs root, like /opt/otrs) and populate your database.
Please be smart about what you're doing. Backup your database before import. Test a small section before rolling out the whole thing. Make sure it works how you want. Be careful about conflicts of existing usernames. Those cell locations will vary relevant to your data, so if you copy verbatim, it's not going to work correctly until you make appropriate changes.
Standard disclaimer must apply: What I'm suggesting is something that should work based upon what exists in otrs already. I do not suggest you run this twice, though CustomerUserAdd will error with User already exists, if it can detect it. Make sure you know where the data is going to go.
No, really. Just use a different backend and interface with it.
http://doc.otrs.org/3.0/en/html/custome ... backend-db
OPTIONAL: I'd suggest making sure (?) that the customer information is read-only on otrs, but if you want otrs to modify, just be aware that it *can* do that, and therefore affects both front-ends (not damage, mind you, but if you change a name or a login on one side, it will affect the other side, for good or bad.)
OPTION 2:
IMPORT TO OTRS database.
WARNING if you're using a different backend than otrs, and the backend is not readonly, this will add customers to the default Customer backend (maybe ldap, maybe to your CRM. Be smart about this!) WARNING
If you want to mass import to OTRS, there is an opt/bin/otrs.AddCustomerUser.pl that can be used:
otrs.AddCustomerUser.pl [-f firstname] [-l lastname] [-p password] [-g groupname] [-e email] username
if you define -g with a valid group name then the user will be added that group
So if you use excel, for instance, you can make a batch by copy/paste into a column: (-g group is optional. If you don't have customergroup support enabled, it's not really relevant)
="bin/otrs.AddCustomerUser.pl -f " & firstnamecell & " -l " & lastnamecell & " -p " & passwordcell & " -e " & emailcell & " " & usernamecell
then you should be able to copy this new column to a command line (in your otrs root, like /opt/otrs) and populate your database.
Please be smart about what you're doing. Backup your database before import. Test a small section before rolling out the whole thing. Make sure it works how you want. Be careful about conflicts of existing usernames. Those cell locations will vary relevant to your data, so if you copy verbatim, it's not going to work correctly until you make appropriate changes.
Standard disclaimer must apply: What I'm suggesting is something that should work based upon what exists in otrs already. I do not suggest you run this twice, though CustomerUserAdd will error with User already exists, if it can detect it. Make sure you know where the data is going to go.
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Re: Mass Import Of Customers
Hi, I'm setting up OTRS 3 on a Centos Server and trying to import my customer list.
My import file is OTRSCustList.csv and I will admit I'm a beginner at Linux cli.
My import csv has column headers for firstname, lastname, password, email, username.
Can you let me know how I run the otrs.AddCustomerUser.pl command and point it at this csv file? Both are in the otrs/bin location.
Hope you can help me.
Cheers. Bev
My import file is OTRSCustList.csv and I will admit I'm a beginner at Linux cli.
My import csv has column headers for firstname, lastname, password, email, username.
Can you let me know how I run the otrs.AddCustomerUser.pl command and point it at this csv file? Both are in the otrs/bin location.
Hope you can help me.
Cheers. Bev
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Re: Mass Import Of Customers
Read the post above you again.
0) backup otrs database.
1) open your csv in excel
2) add a column
3) copy/paste the result column on the /opt/otrs command line.
So, if you don't have these fields, you'll need to add them or use values
0) backup otrs database.
1) open your csv in excel
2) add a column
Code: Select all
="bin/otrs.AddCustomerUser.pl -f " & firstnamecell & " -l " & lastnamecell & " -p " & passwordcell & " -e " & emailcell & " " & usernamecell
So, if you don't have these fields, you'll need to add them or use values
Code: Select all
="bin/otrs.AddCustomerUser.pl -f " & firstnamecell & " -l " & lastnamecell & " -p SecretPass -e " & emailcell & " " & usernamecell
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Re: Mass Import Of Customers
Hi, thanks for getting back to me.
I have changed my column names to firstnamecell etc.
When I add a column into my csv, is at at the end of my data? Do I then copy the following command into that column?
="bin/otrs.AddCustomerUser.pl -f " & firstnamecell & " -l " & lastnamecell & " -p " & passwordcell & " -e " & emailcell & " " & usernamecell
I tried that and I get #NAME? as a result.
Could you give me some more information please?
Cheers Bev
I have changed my column names to firstnamecell etc.
When I add a column into my csv, is at at the end of my data? Do I then copy the following command into that column?
="bin/otrs.AddCustomerUser.pl -f " & firstnamecell & " -l " & lastnamecell & " -p " & passwordcell & " -e " & emailcell & " " & usernamecell
I tried that and I get #NAME? as a result.
Could you give me some more information please?
Cheers Bev
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Re: Mass Import Of Customers
unnecessary.Bev13 wrote:I have changed my column names to firstnamecell etc.
To the right of your data. start with one row and copy/paste down.Bev13 wrote:When I add a column into my csv, is at at the end of my data?
Yes, but firstnamecell is the row/column pairing for your current row.Bev13 wrote: Do I then copy the following command into that column?
example: ="bin/otrs.AddCustomerUser.pl -f " & A2 & " -l " & B2 & " -p " & E2 & " -e " & C2 & " " & D2
Code: Select all
Bob Jones bobjones@mailinator.com bobjones Pass111 bin/otrs.AddCustomerUser.pl -f Bob -l Jones -p Pass111 -e bobjones@mailinator.com bobjones
John Smith johnsmith@mailinator.com johnsmith Pass222 bin/otrs.AddCustomerUser.pl -f John -l Smith -p Pass222 -e johnsmith@mailinator.com johnsmith
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Re: Mass Import Of Customers
Thanks for the extra info, I have got the column in excel with the command and user data in one column, do I have to copy and paste each result into the opt/otrs cmd line or can I import the sheet to the location and run it to import all the info at once?
Thanks again for your help.
Bev
Thanks again for your help.
Bev
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Re: Mass Import Of Customers
" copy/paste the result column on the /opt/otrs command line."
It means exactly that. Copy that new column. (highlight, ctrl-c or right-click copy or Edit copy or press the copy toolbar button)
open a shell / command prompt where otrs exists.
(optional, but to be sure, do a dir or ls to make sure bin is a folder/directory listed)
Paste the column that you copied.
It means exactly that. Copy that new column. (highlight, ctrl-c or right-click copy or Edit copy or press the copy toolbar button)
open a shell / command prompt where otrs exists.
(optional, but to be sure, do a dir or ls to make sure bin is a folder/directory listed)
Paste the column that you copied.
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Re: Mass Import Of Customers
Great, thanks for your help, import complete.
Bev
Bev
Re: Mass Import Of Customers
Sorry for digging up an old thread.
Can this script be modified to import other fields such as phone, fax, and etc?
Thanks!
Can this script be modified to import other fields such as phone, fax, and etc?
Thanks!
OTRS 3.2.6
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Re: Mass Import Of Customers
No.
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Re: Mass Import Of Customers
kind of related..
I've been using HEIDY MYSQL to upload information on CSV from excel into my Database and so far is working like a charm
HEIDY MySQL http://www.heidisql.com/
My OTRS is on a LINUX server and I'm working on a windows Workstation
Just conect to the DB using Heidy, select your table, go to Tools and select "Import CSV file". Is that easy.
I've been using HEIDY MYSQL to upload information on CSV from excel into my Database and so far is working like a charm
HEIDY MySQL http://www.heidisql.com/
My OTRS is on a LINUX server and I'm working on a windows Workstation
Just conect to the DB using Heidy, select your table, go to Tools and select "Import CSV file". Is that easy.
OTRS V 3.0.7 Windows 2008 x64 going for 3.1.7
OTRS 3.1.12 on LINUX UBUNTU SERVER
OTRS 3.1.12 on LINUX UBUNTU SERVER
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Re: Mass Import Of Customers
Thanks guillo! I will take a look!
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Re: Mass Import Of Customers
Hi am configuring OTRS 4 on Centos 7. I’m a newbie to OTRS and linux. I’ve installed OTRS in centos 7 and done all the configurations. I need your help on importing bulk customer users into OTRS. I need to import the active directory users into otrs.,am unable to execute the command mentioned in above posts.
I created an excel file from libre office in centos 7 and entered some data, after first 5 columns i added a column and pasted the below formula and when tried to copy the result into the next line am getting an error as #NAME? and sometimes #REF. I pasted the result in terminal in path/opt/otrs/bin/ I executed this command =”bin/otrs.AddCustomerUser.pl -f ” & firstname & ” -l ” & lastname & ” -p ” & password & ” -e ” & email & ” -u ” & username . I need to import 200 users from active directory to otrs. I saved the file as csv in /opt/otrs/bin folder.
The Format which i tried in excel example:
ravi Teja pass111 raviteja@otrs.com ravitejam These are the fields need to be imported into otrs as customer user.
I read the reply post mentioned above and followed the same procedure but still i was unable to get the result executed.
Please suggest the way in doing the task.
thanks in advance..
I created an excel file from libre office in centos 7 and entered some data, after first 5 columns i added a column and pasted the below formula and when tried to copy the result into the next line am getting an error as #NAME? and sometimes #REF. I pasted the result in terminal in path/opt/otrs/bin/ I executed this command =”bin/otrs.AddCustomerUser.pl -f ” & firstname & ” -l ” & lastname & ” -p ” & password & ” -e ” & email & ” -u ” & username . I need to import 200 users from active directory to otrs. I saved the file as csv in /opt/otrs/bin folder.
The Format which i tried in excel example:
ravi Teja pass111 raviteja@otrs.com ravitejam These are the fields need to be imported into otrs as customer user.
I read the reply post mentioned above and followed the same procedure but still i was unable to get the result executed.
Please suggest the way in doing the task.
thanks in advance..