Ejemplo n.º 1
0
def run(api_key, development, confirmed, limit=100):
    api = CloseIO_API(api_key, development=development)

    # loop through existing leads with multiple addresses

    LEADS_QUERY_WITH_MULTIPLE_ADDRESSES = "addresses > 1 sort:activities"
    has_more = True

    while has_more:
        resp = api.get('lead', params={
            'query': LEADS_QUERY_WITH_MULTIPLE_ADDRESSES,
            '_fields': 'id,addresses',
            '_limit': limit,
        })

        leads = resp['data']

        for lead in leads:
            if len(lead['addresses']) < 2:
                logging.warning("unexpected result: %s", lead)
                continue # this shouldn't happen based on the search query, but just to be safe...
            if confirmed:
                api.put('lead/' + lead['id'], data={'addresses': lead['addresses'][:1]})
            logging.info("removed %d extra address(es) for %s\n%s" % (len(lead['addresses'][1:]), lead['id'], lead['addresses'][1:]))

        has_more = resp['has_more']

        time.sleep(2)  # give the search indexer some time to catch up with the changes
Ejemplo n.º 2
0
def get_list_of_users(api_key):

    closeio_api = Client(api_key)

    has_more = True
    offset = 0
    limit = 100

    list_of_users = []

    while has_more:

        response = closeio_api.get('user',
                                   params={
                                       '_skip': offset,
                                       '_limit': limit
                                   })

        users = response['data']

        for user in users:
            list_of_users.append(user)

        has_more = response['has_more']
        offset += limit

    return list_of_users
Ejemplo n.º 3
0
def run(api_key, development, confirmed, limit=100):
    api = CloseIO_API(api_key, development=development)

    # loop through existing leads with multiple addresses

    LEADS_QUERY_WITH_MULTIPLE_ADDRESSES = "addresses > 1 sort:activities"
    has_more = True

    while has_more:
        resp = api.get('lead',
                       data={
                           'query': LEADS_QUERY_WITH_MULTIPLE_ADDRESSES,
                           '_fields': 'id,addresses',
                           '_limit': limit,
                       })

        leads = resp['data']

        for lead in leads:
            if len(lead['addresses']) < 2:
                logging.warning("unexpected result: %s", lead)
                continue  # this shouldn't happen based on the search query, but just to be safe...
            if confirmed:
                api.put('lead/' + lead['id'],
                        data={'addresses': lead['addresses'][:1]})
            logging.info("removed %d extra address(es) for %s\n%s" % (len(
                lead['addresses'][1:]), lead['id'], lead['addresses'][1:]))

        has_more = resp['has_more']

        time.sleep(
            2
        )  # give the search indexer some time to catch up with the changes
Ejemplo n.º 4
0
def export_total_talk_time_per_lead_for_each_org():
    """For each api key given, upload a CSV to dropbox of the total talk
    time per lead per user for an organization. 
    """
    global leads
    global calls_per_lead
    global user_ids_to_names
    global api
    for api_key in os.environ.get('CLOSE_API_KEYS').split(','):
        ## Initiate Close API
        leads = []
        calls_per_lead = []
        user_ids_to_names = {}
        api = CloseIO_API(api_key.strip())
        try:
            org = api.get('me')['organizations'][0]
            org_name = org['name'].replace('/', ' ')
            org_id = org['id']
            org_memberships = api.get(
                'organization/' + org['id'],
                params={'_fields': 'memberships,inactive_memberships'})
            user_ids_to_names = {
                k['user_id']: k['user_full_name']
                for k in org_memberships['memberships'] +
                org_memberships['inactive_memberships']
            }
        except APIError as e:
            print(f'Failed to pull org data because {str(e)} for {api_key}')
            continue

        try:
            name_keys = [
                f'{v} Total Talk Time' for v in user_ids_to_names.values()
            ]
            name_keys = sorted(name_keys)
            print(f'Getting calls for {org_name}')
            final_calls_per_lead = _get_call_duration_per_lead()
            final_calls_per_lead = sorted(final_calls_per_lead,
                                          key=itemgetter('Lead Name'))
        except Exception as e:
            print(f'Failed to pull calls for {org_name} because {str(e)}')
            continue

        ordered_keys = ['Lead ID', 'Lead Name', 'Total Talk Time'] + name_keys
        output = io.StringIO()
        writer = csv.DictWriter(output, ordered_keys)
        writer.writeheader()
        writer.writerows(final_calls_per_lead)
        csv_output = output.getvalue().encode('utf-8')

        file_name = f"{org_name}/{org_name} Total Talk Time {datetime.today().strftime('%Y-%m-%d')}.csv"
        upload_to_dropbox(file_name, csv_output)
Ejemplo n.º 5
0
def generate_user_activity_report(api_key, org_id, date_start, date_end,
                                  user_id):

    closeio_api = Client(api_key)

    user_activity_report = closeio_api.get('report/activity/{}'.format(org_id),
                                           params={
                                               'date_start': date_start,
                                               'date_end': date_end,
                                               'user_id': user_id,
                                           })

    return user_activity_report
Ejemplo n.º 6
0
def get_list_of_leads_via_search_query(api_key, search_query):

    closeio_api = Client(api_key)

    has_more = True
    offset = 0
    limit = 100

    list_of_leads = []

    while has_more:

        response = closeio_api.get('lead',
                                   params={
                                       '_skip': offset,
                                       '_limit': limit,
                                       'query': search_query
                                   })

        leads = response['data']

        for lead in leads:
            list_of_leads.append(lead)

        has_more = response['has_more']
        offset += limit

    return list_of_leads


# # Retrieve lead data from Lead ID
# def get_lead_data(api_key, lead_id):

#     closeio_api = Client(api_key)
#     api_url = 'lead/{}'.format(lead_id)
#     lead_data = closeio_api.get(api_url)

#     return lead_data
Ejemplo n.º 7
0
)
parser.add_argument(
    '--sender-account-id',
    '-s',
    required=True,
    help='Email account id you want to use to send sequence',
)
parser.add_argument(
    '--sender-name',
    '-n',
    required=True,
    help='Sender name you want to use to send sequence',
)

args = parser.parse_args()
api = CloseIO_API(args.api_key)

from_subs = []

print("Getting sequences")
sequences = []
has_more = True
offset = 0
while has_more:
    resp = api.get(
        'sequence',
        params={'_skip': offset},
    )
    sequences.extend(resp['data'])
    offset += len(resp['data'])
    has_more = resp['has_more']
Ejemplo n.º 8
0
#        print k, v
#    sys.exit(0)

args.old_code = args.old_code.upper()
args.new_code = args.new_code.upper()
assert args.old_code in ISO_COUNTRIES.keys(
), '%s country code is not valid' % args.old_code
assert args.new_code in ISO_COUNTRIES.keys(
), '%s country code is not valid' % args.new_code
assert args.old_code != args.new_code, 'equal country codes'

logging.info('old country: %s (%s) -> new country: %s (%s) ' %
             (args.old_code, ISO_COUNTRIES[args.old_code], args.new_code,
              ISO_COUNTRIES[args.new_code]))

api = CloseIO_API(args.api_key, development=args.development)
has_more = True
offset = 0

while has_more:
    resp = api.get('lead',
                   params={
                       'query': LEADS_QUERY,
                       '_skip': offset,
                       '_fields': 'id,addresses'
                   })

    leads = resp['data']

    for lead in leads:
        need_update = False
Ejemplo n.º 9
0
#!/usr/bin/env python
import json
import codecs
from closeio_api import Client as CloseIO_API

"""
Dumps all leads within a given organization to a file in JSON format
"""

api_key = raw_input("API key: ")
file_name = raw_input("Output Filename: ")

api = CloseIO_API(api_key)

f = codecs.open(file_name, "w", "utf-8")

leads = []
has_more = True
offset = 0
while has_more:
    resp = api.get('lead', data={'_skip': offset})
    data = resp['data']
    for lead in data:
        leads.append(lead)
    offset += len(data)
    has_more = resp['has_more']

json.dump(leads, f)
f.close()
Ejemplo n.º 10
0
                                         the values contained in your csv.
""",
)
parser.add_argument("csvfile", type=argparse.FileType("rU"), help="Path to csv file.")
parser.add_argument("single_field_name", nargs="?", help="Optional: Field name to use for a single field update.")
parser.add_argument("single_field_action", nargs="?", help="Optional: Action to use for a single field update.")
parser.add_argument("--api-key", "-k", required=True, help="API Key.")
parser.add_argument(
    "--confirmed",
    "-c",
    action="store_true",
    help="Without this flag, the script will do a dry run without actually updating any data.",
)
args = parser.parse_args()

api = CloseIO_API(args.api_key)

action_data = {}
choices_data = {}

# Checks if our single field update values are set.
# Formats the information from the variables and the csv file into the same dictionary format as the multi-column section.
if args.single_field_name and args.single_field_action:

    if args.single_field_action.lower().strip() not in ("create", "update", "replace"):
        print "Error: " + r["action"] + " not a valid action."
        print "Use create, update, or replace only."
        sys.exit(1)

    action_data[args.single_field_name] = args.single_field_action.lower().strip()
    choices_data[args.single_field_name] = []
Ejemplo n.º 11
0
#!/usr/bin/env python
import argparse
from closeio_api import Client as CloseIO_API

DELETE_FIELDS = ['Field1', 'Field2', 'Field3']

parser = argparse.ArgumentParser(description='Delete the fields: ' + ', '.join(DELETE_FIELDS))
parser.add_argument('--api_key', '-k', required=True, help='API Key')
parser.add_argument('--development', action='store_true', help='Use a development server rather than production.')
args = parser.parse_args()

api = CloseIO_API(args.api_key, development=args.development)

skip = 0
has_more = True

while has_more:
    resp = api.get('lead', data={'_skip': skip})
    leads = resp['data']

    for lead in leads:
        n_fields_deleted = 0
        custom = lead['custom'].copy()

        for field in DELETE_FIELDS:
            if custom.get(field):
                del custom[field]
                n_fields_deleted += 1

        if n_fields_deleted:
            print "LEAD: %s" % lead['id']
parser = argparse.ArgumentParser(
    description=
    'Find duplicate contacts on a lead in your Close org via contact_name, email address, or phone number'
)
parser.add_argument('--api-key', '-k', required=True, help='API Key')
parser.add_argument('--field',
                    '-f',
                    default='all',
                    choices=['contact_name', 'email', 'phone', 'all'],
                    required=False,
                    help="Specify a field to compare uniqueness")
args = parser.parse_args()

## Initialize Close API Wrapper
api = CloseIO_API(args.api_key)
org_id = api.get('api_key/' + args.api_key)['organization_id']
org_name = api.get('organization/' + org_id,
                   params={'_fields': 'name'})['name'].replace('/', '')

## Calculate number of slices necessary to get all leads
total_leads = api.get('lead',
                      params={
                          '_limit': 0,
                          'query': 'sort:created contacts > 1'
                      })['total_results']
total_slices = int(math.ceil(float(total_leads) / 1000))
slices = range(1, total_slices + 1)
leads = []

Ejemplo n.º 13
0
group.add_argument('--opportunities', '-O', action='store_true', help='reassign only active opportunities')
group.add_argument('--all-opportunities', action='store_true', help='reassign all opportunities')


args = parser.parse_args()

if not any([args.tasks, args.opportunities, args.all_tasks, args.all_opportunities]):
    parser.error("at least one option required")

log_format = "[%(asctime)s] %(levelname)s %(message)s"
if not args.confirmed:
    log_format = 'DRY RUN: '+log_format
logging.basicConfig(level=logging.INFO, format=log_format)
logging.debug('parameters: %s' % vars(args))

api = CloseIO_API(args.api_key, development=args.development)

emails_to_ids = {}
if any([args.from_user_email, args.to_user_email]):
    has_more = True
    offset = 0
    while has_more:
        resp = api.get('user')
        for user in resp['data']:
            emails_to_ids[user['email']] = user['id']
        offset += len(resp['data'])
        has_more = resp['has_more']

logging.debug(emails_to_ids)

if args.from_user_email:
Ejemplo n.º 14
0
args = parser.parse_args()

# Dict of lowercased tags => tuples of (custom_field_name, custom_field_value)
tag_templates = {}

sniffer = csv.Sniffer()
dialect = sniffer.sniff(args.csvfile.read(1024))
args.csvfile.seek(0)
c = csv.DictReader(args.csvfile, dialect=dialect, fieldnames=['tag', 'custom_field_name', 'custom_field_value'])
c.next()
for r in c:
    if r:
        assert len(r) == 3, 'Invalid csv format at line %d' % (c.line_num,)
        tag_templates[r['tag'].lower()] = (r['custom_field_name'], r['custom_field_value'])

api = CloseIO_API(args.api_key, development=args.development)
has_more = True
offset = 0

while has_more:
    resp = api.get('lead', data={
        'query': 'custom.Tags:* sort:created',
        '_skip': offset,
        '_fields': 'id,custom'
    })

    leads = resp['data']

    for l in leads:
        if 'Tags' in l['custom'].keys():
            tags = [t.strip() for t in l['custom']['Tags'].split(',')]
Ejemplo n.º 15
0
    choices=[
        'call',
        'created',
        'email',
        'lead_status_change',
        'note',
        'opportunity_status_change',
        'sms',
        'task_completed',
    ],
    required=True,
    help='The type of activity you\'d like to export to JSON',
)
args = parser.parse_args()

api = CloseIO_API(args.api_key)

days = []
activities = []

endpoint = args.activity_type
if endpoint == 'opportunity_status_change':
    endpoint = 'status_change/opportunity'
elif endpoint == 'lead_status_change':
    endpoint = 'status_change/lead'

starting_date = datetime.strptime(args.date_start, '%Y-%m-%d')
ending_date = (starting_date + relativedelta(days=+1) -
               relativedelta(seconds=+1))
ending_date_final = datetime.strptime(args.date_end, '%Y-%m-%d')
#if args.list_countries:
#    for k,v in ISO_COUNTRIES.iteritems():
#        print k, v
#    sys.exit(0)

args.old_code = args.old_code.upper()
args.new_code = args.new_code.upper()
assert args.old_code in ISO_COUNTRIES.keys(), '%s country code is not valid' % args.old_code
assert args.new_code in ISO_COUNTRIES.keys(), '%s country code is not valid' % args.new_code
assert args.old_code != args.new_code, 'equal country codes'

logging.info('old country: %s (%s) -> new country: %s (%s) ' % (args.old_code, ISO_COUNTRIES[args.old_code],
                                                                args.new_code, ISO_COUNTRIES[args.new_code]))

api = CloseIO_API(args.api_key, development=args.development)
has_more = True
offset = 0

while has_more:
    resp = api.get('lead', data={
        'query': LEADS_QUERY,
        '_skip': offset,
        '_fields': 'id,addresses'
    })

    leads = resp['data']

    for lead in leads:
        need_update = False
        for address in lead['addresses']:
Ejemplo n.º 17
0
        unique_leads[grouper] = lead
    elif lead['contacts'] not in unique_leads[grouper]['contacts']:
        unique_leads[grouper]['contacts'].extend(lead['contacts'])

print('Found %d leads (grouped by company) from %d contacts.' % (len(unique_leads), import_count))

print('\nHere is a sample lead (last row):')
print(json.dumps(unique_leads[grouper], indent=4))

print('\nAre you sure you want to continue? (y/n) ')
if raw_input('') != 'y':
    sys.exit()

##############################################################################

api = CloseIO_API(args.api_key, development=args.development)

progress_widgets = ['Importing %d rows: ' % import_count, Percentage(), ' ', Bar(), ' ', ETA(), ' ', FileTransferSpeed()]
pbar = ProgressBar(widgets=progress_widgets, maxval=import_count).start()

dupes_cnt = 0

for key, val in unique_leads.items():
    retries = 5

    # check if it's a duplicate
    dupe = False
    if args.skip_duplicates and val.get('name'):

        # get the org id necessary for search
        org_id = api.get('api_key')['data'][0]['organization_id']
Ejemplo n.º 18
0
group.add_argument('--opportunities', '-O', action='store_true', help='reassign only active opportunities')
group.add_argument('--all-opportunities', action='store_true', help='reassign all opportunities')


args = parser.parse_args()

if not any([args.tasks, args.opportunities, args.all_tasks, args.all_opportunities]):
    parser.error("at least one option required")

log_format = "[%(asctime)s] %(levelname)s %(message)s"
if not args.confirmed:
    log_format = 'DRY RUN: '+log_format
logging.basicConfig(level=logging.INFO, format=log_format)
logging.debug('parameters: %s' % vars(args))

api = CloseIO_API(args.api_key, development=args.development)

emails_to_ids = {}
if any([args.from_user_email, args.to_user_email]):
    has_more = True
    offset = 0
    while has_more:
        resp = api.get('user', data={'_skip': offset})
        for user in resp['data']:
            emails_to_ids[user['email']] = user['id']
        offset += len(resp['data'])
        has_more = resp['has_more']

logging.debug(emails_to_ids)

if args.from_user_email:
Ejemplo n.º 19
0
    description=
    'Create a CSV of all deleted leads in the past 30 days and see how they were deleted'
)

parser.add_argument('--api-key', '-k', required=True, help='API Key')
parser.add_argument(
    '--print-lead-ids',
    '-p',
    action='store_true',
    help=
    'Use this field to print lead_ids deleted in an array at the end of the script',
)

args = parser.parse_args()

api = CloseIO_API(args.api_key)

has_more = True
cursor = ''
events = []
leads = []
reverted_imports = {}

me = api.get('me')
org_id = me['organizations'][0]['id']
org = api.get(
    f'organization/{org_id}',
    params={'_fields': 'name,memberships,inactive_memberships'},
)
org_memberships = org['memberships'] + org['inactive_memberships']
org_name = org['name']
Ejemplo n.º 20
0
)
parser.add_argument(
    '--end-date',
    '-e',
    help=
    'The end of the date range you want to download recordings for in yyyy-mm-dd format.'
)
parser.add_argument(
    '--file-path',
    '-f',
    required=True,
    help='The file path to the folder where the recordings will be stored.')

args = parser.parse_args()

api = CloseIO_API(args.api_key, development=args.development)
api_encoded = "Basic " + str(base64.b64encode(args.api_key))

has_more = True
offset = 0
leads = {}

params = {}
query = "call((recording_duration > 0 or voicemail_duration > 0)"

if args.start_date:
    params['date_created__gte'] = args.start_date
    query = query + ' date >= "%s"' % args.start_date

if args.end_date:
    params['date_created__lte'] = args.end_date
Ejemplo n.º 21
0
)
parser.add_argument(
    '--lead-id',
    '-l',
    help=
    'Use this field if you want to narrow your search to a specific lead_id',
)
parser.add_argument(
    '--user-id',
    '-u',
    help=
    'Use this field if you want to narrow your search to changes done by a specific user',
)
args = parser.parse_args()

api = CloseIO_API(args.api_key)
org_id = api.get('me')['organizations'][0]['id']
org = api.get(
    'organization/' + org_id,
    params={
        '_fields':
        'id,name,memberships,inactive_memberships,lead_custom_fields'
    },
)
org_name = org['name'].replace('/', "")
org_memberships = org['memberships'] + org['inactive_memberships']
try:
    custom_field_name = [
        i for i in org['lead_custom_fields'] if i['id'] == args.custom_field
    ][0]['name']
except IndexError as e:
Ejemplo n.º 22
0
import json
import sys

from requests.exceptions import ConnectionError

from closeio_api import APIError, Client as CloseIO_API
from closeio_api.utils import CsvReader


parser = argparse.ArgumentParser(description='Remove tasks associated with inactive users')
parser.add_argument('--api-key', '-k', required=True, help='API Key')
parser.add_argument('--confirmed', action='store_true', help='Confirm making changes. Otherwise this script is not going to modify any data.')
parser.add_argument('--verbose', '-v', action='store_true', help='Increase logging verbosity.')
args = parser.parse_args()

api = CloseIO_API(args.api_key, async=False)

# Get IDs of all inactive users in a given org
org_id = api.get('api_key/' + args.api_key)['organization_id']
org = api.get('organization/' + org_id)
inactive_users = [m['user_id'] for m in org['inactive_memberships']]

# Get IDs of all the tasks assigned to these inactive users
task_ids = []
total_cnt = len(inactive_users)
for idx, user_id in enumerate(inactive_users):
    if args.verbose:
        print 'Gathering tasks for %s (%d/%d)' % (user_id, idx + 1, total_cnt)

    has_more = True
    skip = 0
Ejemplo n.º 23
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args = parser.parse_args()

log_format = "[%(asctime)s] %(levelname)s %(message)s"
if not args.confirmed:
    log_format = "DRY RUN: " + log_format
logging.basicConfig(level=logging.INFO, format=log_format)
logging.debug("parameters: %s" % vars(args))

sniffer = csv.Sniffer()
dialect = sniffer.sniff(args.csvfile.read(1000000))
args.csvfile.seek(0)
c = csv.DictReader(args.csvfile, dialect=dialect)

assert any(x in ("company", "lead_id") for x in c.fieldnames), 'ERROR: column "company" or "lead_id" is not found'

api = CloseIO_API(args.api_key, development=args.development)

resp = api.get("custom_fields/lead")
available_custom_fieldnames = [x["name"] for x in resp["data"]]
new_custom_fieldnames = [
    x
    for x in [y.split(".", 1)[1] for y in c.fieldnames if y.startswith("custom.")]
    if x not in available_custom_fieldnames
]

if new_custom_fieldnames:
    if args.create_custom_fields:
        for field in new_custom_fieldnames:
            if args.confirmed:
                api.post("custom_fields/lead", data={"name": field, "type": "text"})
            available_custom_fieldnames.append(field)
log_format = "[%(asctime)s] %(levelname)s %(message)s"
if not args.confirmed:
    log_format = 'DRY RUN: '+log_format
logging.basicConfig(level=logging.INFO, format=log_format)
logging.debug('parameters: %s' % vars(args))

sniffer = csv.Sniffer()
dialect = sniffer.sniff(args.csvfile.read(2048))
args.csvfile.seek(0)
c = csv.DictReader(args.csvfile, dialect=dialect)
assert any(x in ('company', 'lead_id') for x in c.fieldnames), \
    'ERROR: column "company" or "lead_id" is not found'


api = CloseIO_API(args.api_key, development=args.development)

resp = api.get('custom_fields/lead')
available_custom_fieldnames = [x['name'] for x in resp['data']]
new_custom_fieldnames = [x for x in [y.split('.', 1)[1] for y in c.fieldnames if y.startswith('custom.')]
                         if x not in available_custom_fieldnames]

if new_custom_fieldnames:
    if args.create_custom_fields:
        for field in new_custom_fieldnames:
            if args.confirmed:
                api.post('custom_fields/lead', data={'name': field, 'type': 'text'})
            available_custom_fieldnames.append(field)
            logging.info('added new custom field "%s"' % field)
    else:
        logging.error('unknown custom fieldnames: %s' % new_custom_fieldnames)
Ejemplo n.º 25
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parser.add_argument('--api-key', '-k', required=True, help='API Key')
parser.add_argument('--request-id',
                    '-r',
                    required=True,
                    help='request_id from event log.')
parser.add_argument('--output',
                    '-o',
                    required=True,
                    help='json output file of events')
parser.add_argument('--verbose',
                    '-v',
                    action='store_true',
                    help='Increase logging verbosity.')
args = parser.parse_args()

api = CloseIO_API(args.api_key)


def setup_logger():
    logger = logging.getLogger('closeio.api.events_by_request_id')
    logger.setLevel(logging.INFO)
    if args.verbose:
        logger.setLevel(logging.DEBUG)

    ch = logging.StreamHandler(sys.stdout)
    formatter = logging.Formatter(
        '%(asctime)s - %(name)s - %(levelname)s - %(message)s')
    ch.setFormatter(formatter)
    logger.addHandler(ch)
    return logger
Ejemplo n.º 26
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log_format = "[%(asctime)s] %(levelname)s %(message)s"
if not args.confirmed:
    log_format = 'DRY RUN: ' + log_format
logging.basicConfig(level=logging.INFO, format=log_format)
logging.debug('parameters: %s' % vars(args))

sniffer = csv.Sniffer()
dialect = sniffer.sniff(args.csvfile.read(1000000))
args.csvfile.seek(0)
c = csv.DictReader(args.csvfile, dialect=dialect)

assert any(x in ('company', 'lead_id') for x in c.fieldnames), \
    'ERROR: column "company" or "lead_id" is not found'

api = CloseIO_API(args.api_key, development=args.development)

resp = api.get('custom_fields/lead')
available_custom_fieldnames = [x['name'] for x in resp['data']]
new_custom_fieldnames = [
    x for x in
    [y.split('.', 1)[1] for y in c.fieldnames if y.startswith('custom.')]
    if x not in available_custom_fieldnames
]

if new_custom_fieldnames:
    if args.create_custom_fields:
        for field in new_custom_fieldnames:
            if args.confirmed:
                api.post('custom_fields/lead',
                         data={
Ejemplo n.º 27
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                    '-v',
                    action='store_true',
                    help='Increase logging verbosity.')
parser.add_argument(
    '--development',
    action='store_true',
    help='Use a development (testing) server rather than production.')
parser.add_argument(
    '--confirmed',
    action='store_true',
    help=
    'Without this flag, no action will be taken (dry run). Use this to perform the merge.'
)
args = parser.parse_args()

api = CloseIO_API(args.api_key, development=args.development)


def setup_logger():
    logger = logging.getLogger('closeio.api.merge_leads')
    logger.setLevel(logging.INFO)
    if args.verbose:
        logger.setLevel(logging.DEBUG)

    ch = logging.StreamHandler(sys.stdout)
    formatter = logging.Formatter(
        '%(asctime)s - %(name)s - %(levelname)s - %(message)s')
    ch.setFormatter(formatter)
    logger.addHandler(ch)
    return logger
Ejemplo n.º 28
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parser = argparse.ArgumentParser(
    description=
    'Restore an array of deleted leads by ID. This CANNOT restore status changes or call recordings.'
)
parser.add_argument('--api-key', '-k', required=True, help='API Key')
group = parser.add_mutually_exclusive_group(required=True)
group.add_argument('--leads',
                   help='List of lead IDs in a form of a comma separated list')
group.add_argument(
    '--leads-file',
    help=
    'List of lead IDs in a form of a textual file with single column of lead IDs',
)
args = parser.parse_args()
api = CloseIO_API(args.api_key)

# Array of Lead IDs. Add the IDs you want to restore here.
if args.leads:
    lead_ids = args.leads.split(",")
elif args.leads_file:
    with open(args.leads_file) as f:
        lines = f.readlines()
    lead_ids = [el.strip() for el in lines]  # Strip new lines
    lead_ids = list(filter(None, lead_ids))  # Strip empty lines

# Create a list of active users for the sake of posting opps.
org_id = api.get('me')['organizations'][0]['id']
memberships = api.get('organization/' + org_id,
                      params={'_fields': 'memberships'})['memberships']
active_users = [i['user_id'] for i in memberships]
Ejemplo n.º 29
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    FAIL = '\033[91m'
    ENDC = '\033[0m'
    BOLD = '\033[1m'
    UNDERLINE = '\033[4m'

def green(str):
    print bcolors.OKBLUE + str + bcolors.ENDC

   

def strCleanup(str):
    return str.strip().lower().replace("+","").replace("/","")

desired_status = 'open' # capitalization doesn't matter

api = CloseIO_API(args.api_key, development=args.development)

offset = 0
has_more = True
combinedLeads = {}  

typesToCheck = ["phones","emails"]
combined = {}
combined["emails"] = {} 
combined["phones"] = {}
combined["addresses"] = {}
combined["name"] = {}


statusLabelOrder = {"Kalt":0,"Kontakt":1,"Termin":2,"Kunde":3,"Tot":4,"Investor":5}
"""
Ejemplo n.º 30
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from closeio_api.utils import CsvReader

parser = argparse.ArgumentParser(description='Remove email addresses from contacts in CSV file')
parser.add_argument('--api-key', '-k', required=True, help='API Key')
parser.add_argument('--confirmed', action='store_true', help='Really run this?')
parser.add_argument('file', help='Path to the csv file')
args = parser.parse_args()

reader = CsvReader(args.file)

headers = dict([(name, idx,) for idx, name in enumerate(reader.next())]) # skip the 1st line header

if any(field not in headers for field in ['contact_id', 'email_address']):
    print 'contact_id or email_address headers could not be found in your csv file.'
    sys.exit(-1)

api = CloseIO_API(args.api_key, async=False)

for row in reader:
    contact_id = row[headers['contact_id']]
    email_address = row[headers['email_address']]
    try:
        contact = api.get('contact/' + contact_id) 
        if not contact['emails']:
            continue
        emails = filter(lambda email: email['email'] != email_address, contact['emails'])
        if args.confirmed:
            resp = api.put('contact/' + contact_id, {'emails': emails}) 
    except APIError:
        pass
Ejemplo n.º 31
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    if grouper not in unique_leads:
        unique_leads[grouper] = lead
    elif lead['contacts'] not in unique_leads[grouper]['contacts']:
        unique_leads[grouper]['contacts'].extend(lead['contacts'])

print 'Found %d leads (grouped by company) from %d contacts.' % (len(unique_leads), import_count)

print '\nHere is a sample lead (last row):'
print json.dumps(unique_leads[grouper], indent=4)

if raw_input('\nAre you sure you want to continue? (y/n) ') != 'y':
    sys.exit()

##############################################################################

api = CloseIO_API(args.api_key, development=args.development)

progress_widgets = ['Importing %d rows: ' % import_count, Percentage(), ' ', Bar(), ' ', ETA(), ' ', FileTransferSpeed()]
pbar = ProgressBar(widgets=progress_widgets, maxval=import_count).start()

dupes_cnt = 0

for key, val in unique_leads.items():
    retries = 5

    # check if it's a duplicate
    dupe = False
    if args.skip_duplicates and val.get('name'):

        # get the org id necessary for search
        org_id = api.get('api_key')['data'][0]['organization_id']
Ejemplo n.º 32
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        'url',
        'all',
        'custom',
    ],
    help="Specify a field to compare uniqueness",
)
parser.add_argument(
    '--custom-field-name',
    '-c',
    help=
    "Specify the custom field name if you're deduplicating by `custom` field",
)
args = parser.parse_args()

# Initialize Close API Wrapper
api = CloseIO_API(args.api_key)
organization = api.get('me')['organizations'][0]
org_id = organization['id']
org_name = organization['name']

# Calculate number of slices necessary to get all leads
total_leads = api.get('lead', params={
    '_limit': 0,
    'query': 'sort:created'
})['total_results']
total_slices = int(math.ceil(float(total_leads) / 1000))
slices = range(1, total_slices + 1)
leads = []


# Write data to a CSV
Ejemplo n.º 33
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        unique_leads[grouper] = lead
    elif lead["contacts"] not in unique_leads[grouper]["contacts"]:
        unique_leads[grouper]["contacts"].extend(lead["contacts"])

print("Found %d leads (grouped by company) from %d contacts." % (len(unique_leads), import_count))

print("\nHere is a sample lead (last row):")
print(json.dumps(unique_leads[grouper], indent=4))

print("\nAre you sure you want to continue? (y/n) ")
if raw_input("") != "y":
    sys.exit()

##############################################################################

api = CloseIO_API(args.api_key, development=args.development)

progress_widgets = [
    "Importing %d rows: " % import_count,
    Percentage(),
    " ",
    Bar(),
    " ",
    ETA(),
    " ",
    FileTransferSpeed(),
]
pbar = ProgressBar(widgets=progress_widgets, maxval=import_count).start()

dupes_cnt = 0
Ejemplo n.º 34
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import argparse
import sys

from closeio_api import Client as CloseIO_API


parser = argparse.ArgumentParser(description="Change all the opportunities for a given leads' search query to a given status.")
parser.add_argument('--query', type=str, required=True, help='Search query.')
parser.add_argument('--api_key', type=str, required=True, help='API key')
parser.add_argument('--status', type=str, required=True, help='Label of the new status')
parser.add_argument('--dev', action='store_true', help='Use the dev server', default=False)
args = parser.parse_args()

# Should tell you how many leads are going to be affected
api = CloseIO_API(args.api_key, development=args.dev)

# Get the status_id
org_id = api.get('api_key')['data'][0]['organization_id']
statuses = api.get('organization/{0}'.format(org_id))['opportunity_statuses']
new_status_id = [st['id'] for st in statuses if st['label'].lower() == args.status.lower()]
if not new_status_id:
    print 'Status not found: {0}'.format(args.status)
    sys.exit(1)

new_status_id = new_status_id[0]

print 'Gathering opportunities for {0}'.format(args.query)

has_more = True
offset = 0
limit = 50
import argparse
from closeio_api import Client as CloseIO_API, APIError
import csv
import gevent
import gevent.monkey
from gevent.pool import Pool
reload(sys)
sys.setdefaultencoding('utf-8')
gevent.monkey.patch_all()

parser = argparse.ArgumentParser(description='Get a list of all lead merge events for the last 30 days from your Close organization')
parser.add_argument('--api-key', '-k', required=True, help='API Key')
args = parser.parse_args()

## Initialize the Close API and get all users in the org
api = CloseIO_API(args.api_key)
org_id  = api.get('api_key/' + args.api_key)['organization_id']
org = api.get('organization/' + org_id, params={ '_fields': 'inactive_memberships,memberships,name' })
org_name = org['name'].replace('/', '')
memberships = org['memberships'] + org['inactive_memberships']
users = { membership['user_id'] : membership['user_full_name'] for membership in memberships }


## Method to get data about the deleted source lead added to the event
def getSourceLeadData(event):
	print "%s of %s: %s" % (events.index(event) + 1, len(events), event['Merge Event ID'])
	source_delete_event = api.get('event', params={ 'object_type': 'lead', 'action': 'deleted', 'lead_id': event['Source Lead ID'] })
	if len(source_delete_event['data']) > 0:
		delete_event = source_delete_event['data'][0]
		if delete_event.get('previous_data'):
			event['Source Lead Status'] = delete_event['previous_data'].get('status_label')
Ejemplo n.º 36
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#!/usr/bin/env python
import argparse
from flask_common.utils import CsvWriter
from closeio_api import Client as CloseIO_API

HEADERS = ['lead_name', 'status_type', 'status_label', 'confidence', 'user_name', 'value', 'value_period', 'note', 'date_created', 'date_updated', 'date_won']

parser = argparse.ArgumentParser(description='Export Opportunities to CSV')
parser.add_argument('--api_key', '-k', required=True, help='API Key')
parser.add_argument('--output', '-o', required=True, help='Output filename')
parser.add_argument('--development', action='store_true', help='Use a development server rather than production.')
args = parser.parse_args()

with open(args.output, 'wb') as f:
    writer = CsvWriter(f)
    api = CloseIO_API(args.api_key, development=args.development)

    writer.writerow(HEADERS)

    skip = 0
    has_more = True

    while has_more:
        resp = api.get('opportunity', data={'_skip': skip})
        opportunities = resp['data']

        for opportunity in opportunities:
            row = []
            for header in HEADERS:
                row.append(opportunity.get(header) or '')
            writer.writerow(row)
Ejemplo n.º 37
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import sys
import argparse
from closeio_api import Client as CloseIO_API
from progressbar import ProgressBar
from progressbar.widgets import Counter, Percentage, Bar, AdaptiveETA, FileTransferSpeed


parser = argparse.ArgumentParser(description='Detect duplicates & merge leads (see source code for details)')
parser.add_argument('--api-key', '-k', required=True, help='API Key')
parser.add_argument('--field', '-f', required=False, default='company', choices=['company', 'email', 'phone'], help='Field to compare uniqueness.')
parser.add_argument('--verbose', '-v', action='store_true', help='Increase logging verbosity.')
parser.add_argument('--development', action='store_true', help='Use a development (testing) server rather than production.')
parser.add_argument('--confirmed', action='store_true', help='Without this flag, no action will be taken (dry run). Use this to perform the merge.')
args = parser.parse_args()

api = CloseIO_API(args.api_key, development=args.development)


def setup_logger():
    logger = logging.getLogger('closeio.api.merge_leads')
    logger.setLevel(logging.INFO)
    if args.verbose:
        logger.setLevel(logging.DEBUG)

    ch = logging.StreamHandler(sys.stdout)
    formatter = logging.Formatter('%(asctime)s - %(name)s - %(levelname)s - %(message)s')
    ch.setFormatter(formatter)
    logger.addHandler(ch)
    return logger

logger = setup_logger()
Ejemplo n.º 38
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                   action='store_true',
                   help='reassign all opportunities')

args = parser.parse_args()

if not any(
    [args.tasks, args.opportunities, args.all_tasks, args.all_opportunities]):
    parser.error("at least one option required")

log_format = "[%(asctime)s] %(levelname)s %(message)s"
if not args.confirmed:
    log_format = 'DRY RUN: ' + log_format
logging.basicConfig(level=logging.INFO, format=log_format)
logging.debug('parameters: %s' % vars(args))

api = CloseIO_API(args.api_key, development=args.development)

emails_to_ids = {}
if any([args.from_user_email, args.to_user_email]):
    has_more = True
    offset = 0
    while has_more:
        resp = api.get('user')
        for user in resp['data']:
            emails_to_ids[user['email']] = user['id']
        offset += max(0, len(resp['data']) - 1)
        has_more = resp['has_more']

logging.debug(emails_to_ids)

if args.from_user_email:
Ejemplo n.º 39
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#!/usr/bin/env python
import argparse
from closeio_api import Client as CloseIO_API

DELETE_FIELDS = ['Field1', 'Field2', 'Field3']

parser = argparse.ArgumentParser(description='Delete the fields: ' +
                                 ', '.join(DELETE_FIELDS))
parser.add_argument('--api_key', '-k', required=True, help='API Key')
parser.add_argument('--development',
                    action='store_true',
                    help='Use a development server rather than production.')
args = parser.parse_args()

api = CloseIO_API(args.api_key, development=args.development)

skip = 0
has_more = True

while has_more:
    resp = api.get('lead', data={'_skip': skip})
    leads = resp['data']

    for lead in leads:
        n_fields_deleted = 0
        custom = lead['custom'].copy()

        for field in DELETE_FIELDS:
            if custom.get(field):
                del custom[field]
                n_fields_deleted += 1
Ejemplo n.º 40
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parser.add_argument(
    '--user-id',
    '-u',
    help='Use this field if you only want to find calls for a specific user',
)
parser.add_argument(
    '--call-costs',
    '-c',
    action='store_true',
    help=
    'Use this field if you want to include a call cost column in your export CSV',
)

args = parser.parse_args()

api = CloseIO_API(args.api_key)

params = {}
has_more = True
offset = 0
calls = []
display_names = {}

if not args.start_date and not args.end_date:
    query = 'has:calls'
else:
    query = 'call('
    if args.start_date:
        params['date_created__gte'] = args.start_date
        query = query + ' date >= "%s"' % args.start_date
Ejemplo n.º 41
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args = parser.parse_args()

full_tasks = []
full_opps = []

if not any(
    [args.tasks, args.opportunities, args.all_tasks, args.all_opportunities]):
    parser.error("at least one option required")

log_format = "[%(asctime)s] %(levelname)s %(message)s"
if not args.confirmed:
    log_format = 'DRY RUN: ' + log_format
logging.basicConfig(level=logging.INFO, format=log_format)
logging.debug(f'parameters: {vars(args)}')

api = CloseIO_API(args.api_key)

emails_to_ids = {}
if any([args.from_user_email, args.to_user_email]):
    has_more = True
    offset = 0
    while has_more:
        resp = api.get('user', params={'_skip': offset})
        for user in resp['data']:
            emails_to_ids[user['email']] = user['id']
        offset += len(resp['data'])
        has_more = resp['has_more']

logging.debug(emails_to_ids)

if args.from_user_email:
Ejemplo n.º 42
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    elif lead['contacts'] not in unique_leads[grouper]['contacts']:
        unique_leads[grouper]['contacts'].extend(lead['contacts'])

print('Found %d leads (grouped by company) from %d contacts.' %
      (len(unique_leads), import_count))

print('\nHere is a sample lead (last row):')
print(json.dumps(unique_leads[grouper], indent=4))

print('\nAre you sure you want to continue? (y/n) ')
if raw_input('') != 'y':
    sys.exit()

##############################################################################

api = CloseIO_API(args.api_key, development=args.development)

progress_widgets = [
    'Importing %d rows: ' % import_count,
    Percentage(), ' ',
    Bar(), ' ',
    ETA(), ' ',
    FileTransferSpeed()
]
pbar = ProgressBar(widgets=progress_widgets, maxval=import_count).start()

dupes_cnt = 0

for key, val in unique_leads.items():
    retries = 5
Ejemplo n.º 43
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def api_client():
    """Return the Close API client fixture."""
    return Client('fake-api-key')
Ejemplo n.º 44
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    '--date-end',
    '-e',
    required=True,
    help='The yyyy-mm-dd you want to end looking for activities')
parser.add_argument('--activity-type',
                    '-t',
                    choices=[
                        'call', 'created', 'email', 'lead_status_change',
                        'note', 'opportunity_status_change', 'sms',
                        'task_completed'
                    ],
                    required=True,
                    help='The type of activity you\'d like to export to JSON')
args = parser.parse_args()

api = CloseIO_API(args.api_key)
org_id = api.get('api_key/' + args.api_key,
                 params={'_fields': 'organization_id'})['organization_id']
org_name = api.get('organization/' + org_id,
                   params={'_fields': 'name'})['name'].replace('/', '')
days = []
activities = []

endpoint = args.activity_type
if endpoint == 'opportunity_status_change':
    endpoint = 'status_change/opportunity'
elif endpoint == 'lead_status_change':
    endpoint = 'status_change/lead'

starting_date = datetime.strptime(args.date_start, '%Y-%m-%d')
ending_date = starting_date + relativedelta(days=+1) - relativedelta(
Ejemplo n.º 45
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args = parser.parse_args()

"""
Detect duplicate leads and merge them.

Duplicate criteria:
- Case insensitive exact match by Company Name

Priority (how to choose 'Destination lead'):
- Prefers leads with Opportunities over ones without.
- If both or neither have opportunities, prefer leads with desired_status specified below.
"""

desired_status = 'open' # capitalization doesn't matter

api = CloseIO_API(args.api_key, development=args.development)
has_more = True
offset = 0
last_lead = None
total_merged = 0

while has_more:
    leads_merged_this_page = 0

    # Get a page of leads
    resp = api.get('lead', data={
        'query': 'sort:display_name',
        '_skip': offset,
        '_fields': 'id,display_name,name,status_label,opportunities,custom'
    })
    leads = resp['data']
def run(api_key, confirmed, development=False, use_existing_contact=False, new_contact_name='', phones_custom_field='all phones', emails_custom_field='all emails'):
    """
    After an import from a different CRM, for all leads, move emails and phones that were put in
    in a lead custom field to the lead's first contact (if--use_existing_contact flag was used)
    or create a new contact.
    """

    print 'confirmed:', `confirmed`
    print 'phones_custom_field:', `phones_custom_field`
    print 'emails_custom_field:', `emails_custom_field`
    print 'use_existing_contact:', `use_existing_contact`

    api = CloseIO_API(api_key, development=development)
    has_more = True
    offset = 0

    while has_more:

        # Get a page of leads
        resp = api.get('lead', data={
            'query': '"custom.Source CRM":* not "custom.Migration completed":* sort:created',
            '_skip': offset,
            '_fields': 'id,display_name,name,contacts,custom',
        })
        leads = resp['data']

        for lead in leads:
            contacts = lead['contacts']
            custom = lead['custom']

            company_emails = custom.get(emails_custom_field, '')
            company_phones = custom.get(phones_custom_field, '')

            if not company_phones and not company_emails:
                continue

            if company_emails :
                if company_emails.startswith('["'):
                    company_emails = company_emails[2:-2].split('", "')
                else:
                    company_emails = [company_emails]

            if company_phones:
                if company_phones.startswith('["'):
                    company_phones = company_phones[2:-2].split('", "')
                else:
                    company_phones = [company_phones]

            if contacts and use_existing_contact:
                contact = contacts[0]
            else:
                contact = {
                    'lead_id': lead['id'],
                    'phones': [],
                    'emails': []
                }
                if new_contact_name:
                    contact['name'] = new_contact_name


            for pn in company_phones:
                contact['phones'].append({ 'type': 'office', 'phone': pn })
            for e in company_emails:
                contact['emails'].append({ 'type': 'office', 'email': e })

            print 'Lead:', lead['id'], lead['name'].encode('utf8')
            print 'Emails:', `custom.get(emails_custom_field)`, ' => ', `company_emails`
            print 'Phones:', `custom.get(phones_custom_field)`, ' => ', `company_phones`

            try:
                if contact.get('id'):
                    print 'Updating an existing contact', contact['id']
                    if confirmed:
                        api.put('contact/%s' % contact['id'], data={
                            'phones': contact['phones'],
                            'emails': contact['emails'],
                        })
                else:
                    print 'Creating a new contact'
                    if confirmed:
                        api.post('contact', data=contact)
                print 'Payload:', contact
                if confirmed:
                    api.put('lead/%s' % lead['id'], data={
                        'custom.Migration completed': 'Yes'
                    })
            except APIError as e:
                print e
                print 'Payload:', contact
                if confirmed:
                    api.put('lead/%s' % lead['id'], data={
                        'custom.Migration completed': 'skipped'
                    })

            print ''

        if not confirmed:
            # If we don't actually update the "Migration completed" custom field,
            # we need to paginate
            offset += len(leads)

        has_more = resp['has_more']

    print 'Done'