Updated on 2025-11-07 GMT+08:00

Mapping Rule

A tenant administration can specify the mapping between outbound call data import files and data import rules.

Prerequisites

Some operations under the current menu are controlled by separate permissions. If related operation permissions are not configured, the corresponding operations are not supported. For details about the operation permissions that can be configured separately, see Table 1.

If neither the role bound to an agent nor the role bound to the home OU of the agent does not have the Edit Mapping Rule permission, click the hyperlink in the Rule Name column to view the mapping rule details.

Context

When configuring outbound call data in an outbound call task, you can import data from a server. In this case, you need to configure the source SFTP server and related file information, and select a file-data mapping rule.

Procedure

  1. Sign in to the AICC as a tenant administrator and choose Configuration Center > Call Config > Mapping Rule.
  2. Click New to add a mapping rule between outbound call data fields and the column numbers of the fields in the imported file.

    Figure 1 Add Rule
    Table 1 GUI elements on the Add Rule page

    Element/Component

    Description

    Basic Information: Mapping rule information.

    Rule Name

    Customized rule name.

    Organization Unit

    The options are as follows:

    • Tenant administrator: All OUs under the current tenant are available.
    • Agent:
      1. If the tenant parameter Has the tenant enabled inter-organization data isolation enforcement is set to Yes, OUs that can be accessed by agents are available.
      2. If the tenant parameter Has the tenant enabled inter-organization data isolation enforcement is set to No, all OUs are available.
      3. Accessible OUs selected on the Configuration Center > Employee Center > Employee > Add Employee page are available.
        NOTE:

        You can contact the tenant administrator to set tenant parameters on the Configuration Center > System Management > Tenant Parameter page.

    Marketing Mode

    • Telemarketing
    • Multimedia marketing

    Description

    Description of a mapping rule.

    Number Data: Mapping rule between outbound call data fields and the column numbers of the fields in the imported Excel file. You are advised to enter the value of Called Number Column starting from A to ensure that column A is used and contains data.

    Customer ID

    Number of the column where the field is located in the imported file.

    Priority

    Number of the column where the field is located in the imported file.

    NOTE:

    When adding outbound call data, you can set the priority. The priority ranges from 1 to 5. 1 indicates the highest priority, and 5 indicates the lowest priority. When an outbound call task is executed, the outbound call data is extracted by priority.

    Called Number Column

    Number of the column where the field is located in the imported file.

    Type Column

    Number of the column where the field is located in the imported file.

    Call Interval Column

    Number of the column where the field is located in the imported file.

    Service Attribute: Mapping rule between outbound call data attribute fields and the column numbers of the fields in the imported file.

    Attribute Name

    Configured attribute.

    Attribute Column

    Number of the column where the attribute is located in the imported file.

    Operation

    Deletion is supported.

  3. Click OK.
  4. (Follow-up operation) On the Outbound Call > Call Mgmt page, click Contact list in the Operation column corresponding to an outbound call task. Click Import and select a mapping rule in the dialog box that is displayed.

    Figure 2 Using a mapping rule