Public/Lists/Add-Five9ListRecord.ps1
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function Add-Five9ListRecord { <# .SYNOPSIS Function used to add new or existing contact record(s) to an outbound dialing list Using the function you are able to add records to a list 3 ways: 1. Specifying a single object using -InputObject 2. Specifying an arrary of objects using -InputObject 3. Specifying the path of a local CSV file using -CsvPath .EXAMPLE Add-Five9ListRecord -ListName "Hot-Leads" -InputObject $dataToBeImported # Records in $dataToBeImported will be imported into Five9 list named "Hot-Leads" using default values .EXAMPLE Add-Five9ListRecord -ListName "Hot-Leads" -CsvPath 'C:\files\list-data.csv' # Records in CSV file "C:\files\list-data.csv" will be imported into Five9 list named "Hot-Leads" using default values .EXAMPLE Add-Five9ListRecord -ListName "Hot-Leads" -CsvPath 'C:\files\list-data.csv' ` -CrmAddMode: ADD_NEW -CrmUpdateMode: UPDATE_ALL -ListAddMode: ADD_ALL -Key @('number1', 'first_name') ` -CleanListBeforeUpdate: $true -FailOnFieldParseError $true -ReportEmail 'jdoe@domain.com' # Imports records from CSV file to list, specifying additional optional parameters #> [CmdletBinding(DefaultParametersetName='InputObject', PositionalBinding=$false)] param ( # Name of list that records will be added to [Parameter(Mandatory=$true, Position=0)][Alias('Name')][string]$ListName, # Single object or array of objects to be added to list. # Note: Parameter not needed when specifying a CsvPath [Parameter(ParameterSetName='InputObject', Mandatory=$true)][psobject[]]$InputObject, # Local file path to CSV file containing records to be removed from a list. # Note: Parameter not needed when specifying an InputObject [Parameter(ParameterSetName='CsvPath', Mandatory=$true)][string]$CsvPath, <# Specifies whether a contact record is added to the contact database when a new record is added to a dialing list. Options are: • ADD_NEW (Default) - Contact records are created in the contact database and are added to the dialing list • DONT_ADD - Records are added to the dialing list but no records are created in the contact database #> [Parameter(Mandatory=$false)][string][ValidateSet("ADD_NEW", "DONT_ADD")]$CrmAddMode = "ADD_NEW", <# Specifies how contact records should be updated when records are added to a dialing list. Options are: • UPDATE_FIRST (Default) - Update the first matched record • UPDATE_SOLE_MATCHES - Update only if one matched record is found • UPDATE_ALL - Update all matched records • DONT_UPDATE - Do not update any record #> [Parameter(Mandatory=$false)][string][ValidateSet("UPDATE_FIRST", "UPDATE_ALL", "UPDATE_SOLE_MATCHES", "DONT_UPDATE")]$CrmUpdateMode = "UPDATE_FIRST", <# Specifies how to add records to a list Options are: • ADD_FIRST (Default) - Adds the first record when multiple matches exist • ADD_IF_SOLE_CRM_MATCH - Add record if only one match exists in the database • ADD_ALL - Add all records #> [Parameter(Mandatory=$false)][string][ValidateSet("ADD_FIRST", "ADD_ALL", "ADD_IF_SOLE_CRM_MATCH")]$ListAddMode = "ADD_FIRST", # Single string, or array of strings which designate key(s). Used when a record needs to be updated, it is used to find the record to update in the contact database. # If omitted, 'number1' will be used [Parameter(Mandatory=$false)][string[]]$Key = @("number1"), # Whether to remove all records in the list before adding new records. If set to True, all existing records will be removed from list before being udpated [Parameter(Mandatory=$false)][bool]$CleanListBeforeUpdate, <# Whether to stop the import if incorrect data is found For example, if set to True and you have a column named hair_color in your data, but that field has not been created as a contact field, the list import will fail Options are: • True: The record is rejected when at least one field fails validation • False: Default. The record is accepted. However, changes to the fields that fail validation are rejected #> [Parameter(Mandatory=$false)][bool]$FailOnFieldParseError, # Notification about import results is sent to the email addresses that you set for your application [Parameter(Mandatory=$false)][string]$ReportEmail ) try { Test-Five9Connection -ErrorAction: Stop if ($PSCmdlet.ParameterSetName -eq 'InputObject') { $csv = $InputObject | ConvertTo-Csv -NoTypeInformation } elseif ($PSCmdlet.ParameterSetName -eq 'CsvPath') { # try to import csv file so that if it throw an error, we know the data is bad $csv = Import-Csv $CsvPath | ConvertTo-Csv -NoTypeInformation } else { # should never reach this point becasue user should use either InputObject or CsvPath return } $headers = $csv[0] -replace '"' -split ',' # verify that key(s) passed are present in $Inputobject foreach ($k in $Key) { if ($headers -notcontains $k) { throw "Specified key ""$k"" is not a property name found in data being imported." return } } $listUpdateSettings = New-Object PSFive9Admin.listUpdateSettings # prepare "fieldMapping" per Five9's documentation $counter = 1 foreach ($header in $headers) { $isKey = $false if ($Key -contains $header) { $isKey = $true } $listUpdateSettings.fieldsMapping += @{ columnNumber = $counter fieldName = $header key = $isKey } $counter++ } $csvData = ($csv | select -Skip 1) | Out-String $listUpdateSettings.crmAddModeSpecified = $true $listUpdateSettings.crmAddMode = $CrmAddMode $listUpdateSettings.crmUpdateModeSpecified = $true $listUpdateSettings.crmUpdateMode = $CrmUpdateMode $listUpdateSettings.listAddModeSpecified = $true $listUpdateSettings.listAddMode = $ListAddMode if ($PSBoundParameters.Keys -contains "CleanListBeforeUpdate") { $listUpdateSettings.cleanListBeforeUpdate = $CleanListBeforeUpdate } if ($PSBoundParameters.Keys -contains "FailOnFieldParseError") { $listUpdateSettings.failOnFieldParseErrorSpecified = $true $listUpdateSettings.failOnFieldParseError = $FailOnFieldParseError } if ($PSBoundParameters.Keys -contains "ReportEmail") { $listUpdateSettings.reportEmail = $ReportEmail } Write-Verbose "$($MyInvocation.MyCommand.Name): Adding specified records to list '$ListName'." # single record if ($InputObject.Count -eq 1) { $data = $csvData -replace '"' -split ',' $response = $global:DefaultFive9AdminClient.addRecordToList($ListName, $listUpdateSettings, $data) } else { $response = $global:DefaultFive9AdminClient.addToListCsv($ListName, $listUpdateSettings, $csvData) } return $response } catch { $_ | Write-PSFive9AdminError $_ | Write-Error } } |