Topaz integration with ITAP (JAS)

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Topaz integration with ITAP (JAS)

Postby Belinda Frick » Tue Nov 30, 2010 10:34 am

Requirements:
Topaz: 1.7.5.4
Callmonitor: 1.7.5.4

Your Callmonitor and Topaz must be functioning correctly, with the reference
pop-up facility enabled. When ever a reference is entered on the callmonitor,
that call record is exported for ITAP.

Setup:

In Topaz go to Setup -> Properties -> Network and FrontOffice.
Enable the Frontoffice facility.
Select the ITAP Export format.
Set the output path for the export file.
Select what costing needs to be exported.


CSV File Format:
This is the format that Topaz will export for Lexpro.
Field 1 - Reference Number (Max 30 Characters, Alphanumeric)
Field 2 - Cost (Cost of the call)
Field 3 - Section (Company Section)
Field 4 - Department (Company Department)
Field 5 - UserName (User Name)
Field 6 - Date (Date Of Call yyyy-mm-dd)
Field 7 - Price of Call (Float Value)
Field 8 - Phone Number
Field 9 - Extension
Field 10 - (Reserved)


Example:
ABC2222,1.34,ADMIN,PARTS,LEON,2005-11-21,370.52,0215551234,121,

File creation:
If the export file doesn't exist, Topaz will try and create a new file. If
the file does exist a new entry will just be written to the end of the file.
Topaz doesn't lock the file. (Please move the file away or rename it before
importing the data.)
Belinda Frick
 
Posts: 3808
Joined: Fri Nov 12, 2010 4:25 pm

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