Public/Campaigns/CampaignState/Update-Five9CampaignDisposition.ps1
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function Update-Five9CampaignDisposition { <# .SYNOPSIS Function used to updates batches of disposition values in a campaign 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 Update-Five9CampaignDisposition -CampaignName 'Hot-Leads' -CsvPath 'C:\files\dispo-update-records.csv' -CommonDispositionValue 'No Answer' # Records in CSV file "C:\files\dispo-update-records.csv" will update their disposition to 'No Answer' .EXAMPLE # $recordsToUpdate = @() $recordsToUpdate += New-Object psobject -Property @{ number1 = '3215551212' first_name = 'Steve' newDispo = 'No Answer' } $recordsToUpdate += New-Object psobject -Property @{ number1 = '3214440202' first_name = 'Dan' newDispo = 'No Answer' } Update-Five9CampaignDisposition -CampaignName 'Hot-Leads' -InputObject $recordsToUpdate -DispositionColumnName 'newDispo' # Records in $dataToBeImported will be update their disposition using the value in the column names 'newDispo' .EXAMPLE # $importId = Update-Five9CampaignDisposition -CampaignName 'Hot-Leads' -CsvPath 'C:\files\dispo-update-records.csv' ` -DispositionColumnName 'updatedDisposition' -DispositionsUpdateMode 'UPDATE_IF_SOLE_CRM_MATCH' ` -Key @('number1','salesforce_id') -FailOnFieldParseError $true -ReportEmail 'jdoe@domain.com' -Verbose # Records in CSV file will update their dispostion to the value in the column 'updatedDisposition' # Records will only be updated if an exact match is found in the 'number1' and 'salesforce_id' contact fields $results = Get-Five9DispositionUpdateResult -Identifier $importId #> [CmdletBinding(DefaultParametersetName='InputObject', PositionalBinding=$false)] param ( # Name of list that records will be added to [Parameter(Mandatory=$true, Position=0)][Alias('Name')][string]$CampaignName, # 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, # Column name for the disposition value of a record # Note: You can choose to use this option OR -CommonDispositionValue. You cannot use both [Parameter(Mandatory=$false)][string]$DispositionColumnName, # Disposition value when the same disposition is assigned to all records in the list. # Note: You can choose to use this option OR -DispositionColumnName. You cannot use both [Parameter(Mandatory=$false)][string]$CommonDispositionValue, # 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, all columns will make up the key [Parameter(Mandatory=$false)][string[]]$Key, <# Specifies how contact records should be updated when records are added to a dialing list. Options are: • UPDATE_ALL (Default) - Update disposition for all records that match the key • UPDATE_IF_SOLE_CRM_MATCH - Update disposition if only one record matches the key. Otherwise, request for update is denied. #> [Parameter(Mandatory=$false)][string][ValidateSet("UPDATE_ALL", "UPDATE_IF_SOLE_CRM_MATCH")]$DispositionsUpdateMode = "UPDATE_ALL", <# 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 $CsvPath | ConvertTo-Csv -NoTypeInformation } else { # should never reach this point becasue user should use either InputObject or CsvPath return } if ($PSBoundParameters.Keys -contains 'CommonDispositionValue' -and $PSBoundParameters.Keys -contains 'DispositionColumnName') { throw "You cannot use both -DispositionColumnName and -CommonDispositionValue. See help for examples." return } if ($PSBoundParameters.Keys -notcontains 'CommonDispositionValue' -and $PSBoundParameters.Keys -notcontains 'DispositionColumnName') { throw "You must use either -DispositionColumnName or -CommonDispositionValue. See help for examples.'" return } $dispositionsUpdateSettings = New-Object PSFive9Admin.dispositionsUpdateSettings $headers = $csv[0] -replace '"' -split ',' if ($PSBoundParameters.Keys -contains 'DispositionColumnName') { if ($headers -cnotcontains $DispositionColumnName) { throw "Imported data does not contain a column with header '$DispositionColumnName'." return } $dispositionsUpdateSettings.updateToCommonDisposition = $false } elseif ($PSBoundParameters.Keys -contains 'CommonDispositionValue') { try { $dispFromFive9 = $DefaultFive9AdminClient.getDisposition($CommonDispositionValue) } catch { throw "Disposition '$CommonDispositionValue' does not exist in Five9. Please use a valid disposition." } $dispositionsUpdateSettings.updateToCommonDisposition = $true $dispositionsUpdateSettings.commonDispositionValue = $CommonDispositionValue } # 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 } } # prepare "fieldMapping" per Five9's documentation $counter = 1 foreach ($header in $headers) { if ($DispositionColumnName -eq $header) { if ($PSBoundParameters.Keys -contains 'DispositionColumnName') { $dispositionsUpdateSettings.dispositionColumnNumber = $counter } continue } $isKey = $false if ($PSBoundParameters.Keys -notcontains 'Key' -or $Key -contains $header) { $isKey = $true } $dispositionsUpdateSettings.fieldsMapping += @{ columnNumber = $counter fieldName = $header key = $isKey } $counter++ } $csvData = ($csv | select -Skip 1) | Out-String $dispositionsUpdateSettings.dispositionsUpdateMode = $DispositionsUpdateMode $dispositionsUpdateSettings.dispositionsUpdateModeSpecified = $true if ($PSBoundParameters.Keys -contains "FailOnFieldParseError") { $dispositionsUpdateSettings.failOnFieldParseErrorSpecified = $true $dispositionsUpdateSettings.failOnFieldParseError = $FailOnFieldParseError } if ($PSBoundParameters.Keys -contains "ReportEmail") { $dispositionsUpdateSettings.reportEmail = $ReportEmail } Write-Verbose "$($MyInvocation.MyCommand.Name): Updating dispositions on campaign '$CampaignName'." $response = $global:DefaultFive9AdminClient.updateDispositionsCsv($CampaignName, $dispositionsUpdateSettings, $csvData) return $response } catch { $_ | Write-PSFive9AdminError $_ | Write-Error } } |