OLX Leads Export

OLX Leads Export

Module: Imports/Exports
Path: Processing > Imports/Exports > Exports
Topic: OLX Leads Export
Version(s):  5.1 & up
Editions: Standard, Commerce, Call Center

What Are OLX Leads Export

This export will produce lead data from call records where call was not completed as a sale.

Making The Connection

Where Will I See This Within OLX?

Data is determined during Sales Order Entry when the call is dispositioned as anything other than "sale".

What Reports Can Be Pulled?

  1. Lead List Report Definitions

What Imports/Exports Relate to OLX Leads Export

  1. OLX Lead Import Spec

Trouble Shooting


Setup

Export Configuration

Navigate to Processing > Import/Export > Exports


  1. Client = [select your client]
  2. Spec = OLX Leads Export
  3. Please select a date range.
    1. Manual Run
      1. user selected mm/dd/yyyy
    2. Scheduled Run
      1. No Start Date
      2. Rundate (-2 weeks)
      3. Rundate (-7 days)
      4. Rundate (-6 days)
      5. Rundate (-5 days)
      6. Rundate (-4 days)
      7. Rundate (-3 days)
      8. Rundate (-2 days)
      9. Rundate (-1 days)
      10. Rundate 
      11. Rundate (+1 days)
      12. Rundate (+2 days)
      13. Rundate (+3 days)
      14. Rundate (+4 days)
      15. Rundate (+5 days)
      16. Rundate (+6 days)
      17. Rundate (+7 days)
      18. Rundate (+2 weeks)
      19. No End Date
  4. Partial Order Options
    1. Require payment of all other items on the order
      1. checked - will not allow any ship ready items into batch if all items are not ship ready regardless of product group(s) selected.
        1. This will keep orders with an item on backorder from being eligible for the remaining line items not in backorder.
      2. unchecked - will allow split ship of items in ship ready regardless of item status of other items on the same order
    2. Require that ALL shippable items on the order are included in this export
      1. checked - all ship ready items on order in product group(s) selected will ship in same batch
        1. If there are multiple shippable items on the order in different product groups and all product groups are not selected, none of the items will export with this option checked.
      2. unchecked - will allow split ship of items in ship ready regardless of products groups selected below

Selections Tab


Single arrows move highlighted column(s) to the other side
Double arrows move ALL columns to the other side

To select an option to be generated on the export:
  1. Highlight the option from the Available list 
    1. click the right single arrow to move it to the Selected list
  2. To select multiple options, click on the first option desired and press and hold the CTRL button on your keyboard while selecting additional options
    1. click the right single arrow to move it to the Selected list
  3. To move all options from Available to Selected click the right double arrows
To move out of the Selected list, repeat the steps above and click the left facing arrow(s).


Delivery Tab

    1. None

      2. This will create a .csv file that can be downloaded from Processing > Process History
    2. FTP
        1.  if the delivery method is email of ftp and the file contains sensitive data, an encryption method must be selected, or the file will not be delivered.
      2. Server Address - This is the host name of the server where files will be collected from. An IP address can also be used.
        1.  clicking this icon will test the connection to the server address

      3. Server Port - This indicates the specific FTP/SFTP port to use. This is an advanced feature and should be left at (default) unless the FTP operator indicates that it should be something different.
      4. Folder - This indicates the relative folder on the remote server where the files should be gathered from. If this is unknown, the default of “/” should be used.
      5. User Name - This is the user name for the remote server.
      6. Password - This is the password for the remote server.
      7. Pattern - Use the pattern field to specify which files are to be collected. Use the * (asterisk) as a wildcard to indicate any character or group of characters in the file name. For example, if the file to be collected is named “Acme_01-31-2012.PGP”, you could specify the pattern “Acme*.PGP”. This will attempt to collect all files that begin with “Acme” and end with “.PGP”. You may only use one * in the pattern field. The pattern must end in either .PGP or .GPG if the data being transferred is of a sensitive nature (as indicated by the selected imports specification)
    3. SFTP (SSH)

      2. Server Address - This is the host name of the server where files will be collected from. An IP address can also be used.
        1.  clicking this icon will test the connection to the server address

      3. Server Port - This indicates the specific FTP/SFTP port to use. This is an advanced feature and should be left at (default) unless the FTP operator indicates that it should be something different.
      4. Folder - This indicates the relative folder on the remote server where the files should be gathered from. If this is unknown, the default of “/” should be used.
      5. User Name - This is the user name for the remote server.
      6. Password - This is the password for the remote server.
      7. Pattern - Use the pattern field to specify which files are to be collected. Use the * (asterisk) as a wildcard to indicate any character or group of characters in the file name. For example, if the file to be collected is named “Acme_01-31-2012.PGP”, you could specify the pattern “Acme*.PGP”. This will attempt to collect all files that begin with “Acme” and end with “.PGP”. You may only use one * in the pattern field. The pattern must end in either .PGP or .GPG if the data being transferred is of a sensitive nature (as indicated by the selected imports specification)
    4. FTPS (SSL)

      2. Server Address - This is the host name of the server where files will be collected from. An IP address can also be used.
        1.  clicking this icon will test the connection to the server address

      3. Server Port - This indicates the specific FTP/SFTP port to use. This is an advanced feature and should be left at (default) unless the FTP operator indicates that it should be something different.
      4. Folder - This indicates the relative folder on the remote server where the files should be gathered from. If this is unknown, the default of “/” should be used.
      5. User Name - This is the user name for the remote server.
      6. Password - This is the password for the remote server.
      7. Pattern - Use the pattern field to specify which files are to be collected. Use the * (asterisk) as a wildcard to indicate any character or group of characters in the file name. For example, if the file to be collected is named “Acme_01-31-2012.PGP”, you could specify the pattern “Acme*.PGP”. This will attempt to collect all files that begin with “Acme” and end with “.PGP”. You may only use one * in the pattern field. The pattern must end in either .PGP or .GPG if the data being transferred is of a sensitive nature (as indicated by the selected imports specification)
    5. Email
      2.  if the delivery method is email of ftp and the file contains sensitive data, an encryption method must be selected, or the file will not be delivered.
      3. From Address
        1. The email used here should be setup in your system already
      4. Email Address
      5.  allows you to test connection from the system to the email address provided
      6. CC
      7. Subject
      8. Message
      9. Alias
        1. There may or may not be alias available to be inserted into the email template. Each report will be different.

Encryption Tab

  1. None
    1. no encryption method will be used


  2. Zip 
    1. File Name to set on outgoing file
    2. the password entered here is the password needed to zip the file 

  3. PGP
    1. File Name to set on outgoing file
    2. PGP Key Option - select the PGP from the drop down


Results Tab


The Results tab will display a summary of information exported or information about any potential error(s) to help you resolve and try again.


Spec

File Format


File Naming

<Organization Identifier><YYYYMMDD>.csv

Export Definitions

  1. #
    1. position the field is required to be listed in when importing the file
  2. Field Names 
    1. A list of passable import fields, which can be transposed (viewed horizontally, instead of vertically) into the columns of a header row.
  3. Required 
    1. Defines if information must be provided for the field or not.  
  4. Type 
    1. Defines the character type (what keyboard characters are allowed in the field): 
      1. Alpha – letters, numbers and simple symbols (ex. @, -, / or &) 
      2. Numeric – numbers only 
      3. Date – format shown in Field Description (ex. MM/DD/YYYY) 
      4. Boolean – 1 for True or 0 for False
  5. Max
    1. The maximum amount of the Type characters that can be passed for the field. 
  6. Field Description
    1. Notes, examples and formatting
#
Field Name
Req.
Type
Max
Field Description
001
CALL_ID
NO
Alpha
50
Web order number
002
CALL_DATE
YES
Alpha
25
Call date formatted as MM/DD/YYYY
003
CALL_TIME
YES
Alpha
25
Call time formatted as HH:MM:SS
004
DNIS
YES
Alpha
50
Dialed Number Identification Service
005
ANI
NO
Alpha
15
Automatic Number Identification
(blanked if all zeros)
006
CALL_DISPOSITION
YES
Alpha
50
Disposition of call
007
FIRST_NAME
NO
Alpha
25
Customer first name
008
MI
NO
Alpha
12
Middle initial
009
LAST_NAME
NO
Alpha
25
Customer last name
010
ADDR_ONE
NO
Alpha
255
Customer address line 1
011
ADDR_TWO
NO
Alpha
255
Customer address line 2
012
CITY
NO
Alpha
50
Customer City
013
STATE
NO
Alpha
20
Customer State
014
ZIP
NO
Alpha
20
Customer Postal/ZIP code
015
COUNTRY
NO
Alpha
50
Customer Country
016
PHONE
NO
Alpha
30
Customer Phone number
017
EMAIL_ADDRESS
NO
Alpha
255
Customer Email address
018
DO_NOT_CONTACT
YES
Numeric
1
when NoSoliciting = 1 then 'TRUE' 
when NoSoliciting = 0 then 'FALSE'
019
PHONE_LEAD
YES
Numeric
1
Indicates if record has phone lead data
020
EMAIL_LEAD
YES
Numeric
1
Indicates if record has email lead data
021
MAIL_LEAD
YES
Numeric
1
Indicates if record has complete mailing address
022
COMMENTS
NO
Alpha
4000
Notes with special characters cleaned
023
SCRIPT
YES
Alpha
255
Script name
024
SOURCE
YES
Alpha
50
Source name
025
CAMPAIGN
YES
Alpha
255
Campaign name
026
CLIENT
YES
Alpha
50
Client name
027
AGE
NO
Numeric
20
Age (blanked if less than 1) 
028
GENDER
NO
Alpha
50
Gender
029
DOB
NO
Alpha
50
Date of birth
030
SSN
NO
Alpha
255
Social Security Number
031
Custom1
NO
Alpha
50
Custom field 1
032
Custom2
NO
Alpha
50
Custom field 2
033
Custom3
NO
Alpha
50
Custom field 3
034
Custom4
NO
Alpha
50
Custom field 4
035
Custom5
NO
Alpha50
Custom field 5



Attachments

The attached documentation includes the Spec, Template, and Example.

Copyright 2019
Revised 2.05.2025