class crm():
################################
# data and methods for the crm #
################################
def __init__(self, insight_key):
self.crm = Insightly(apikey=insight_key)
self.load_insightly_contacts()
self.load_insightly_orgs()
def load_insightly_contacts(self):
###################################
# load contact ids from insightly #
###################################
self.ins_contacts = {}
conns = self.crm.getContacts()
for c in conns:
self.ins_contacts["%s %s" % (c['FIRST_NAME'],
c['LAST_NAME'])] = c['CONTACT_ID']
def addContact(self, dets, who):
###################################
# add a new contact, also a new #
# org if required #
###################################
c = {}
c['CONTACT_ID'] = 0 # id=0 means add a new one
c['FIRST_NAME'] = dets["first-name"]
c['LAST_NAME'] = dets["last-name"]
c['BACKGROUND'] = dets["summary"]
# Tags for location and who owns the contact in Linked-In
c['TAGS'] = []
c['TAGS'].append(
{"TAG_NAME": "Location-%s" % dets["location-country"].upper()})
c['TAGS'].append({"TAG_NAME": "LIContact-%s" % who})
c['IMAGE_URL'] = dets['pictureUrl']
linkedinurl = "https://www.linkedin.com/profile/view?%s" % dets['id']
c["CONTACTINFOS"] = [{
"SUBTYPE": "LinkedInPublicProfileUrl",
"TYPE": "SOCIAL",
"DETAIL": linkedinurl,
"LABEL": "LinkedInPublicProfileUrl"
}]
# find org
c['LINKS'] = []
l = {}
if self.orgs.has_key(dets['company']):
c['DEFAULT_LINKED_ORGANISATION'] = self.orgs[dets['company']]
l['ORGANISATION_ID'] = self.orgs[dets['company']]
else:
c['DEFAULT_LINKED_ORGANISATION'] = self.addOrg(dets['company'])
l['ORGANISATION_ID'] = self.addOrg(dets['company'])
l['ROLE'] = dets['title']
c['LINKS'].append(l)
print json.dumps(c, indent=3)
self.crm.addContact(c)
def addOrg(self, name):
###################################
# add a new organisation #
###################################
c = {}
c['ORGANISATION_NAME'] = name
resp = self.crm.addOrganization(c)
return (resp['ORGANISATION_ID'])
###################################
# load org ids from insightly #
###################################
def load_insightly_orgs(self):
o = self.crm.getOrganizations()
self.orgs = {}
for x in o:
self.orgs[x['ORGANISATION_NAME']] = x['ORGANISATION_ID']
class crm():
################################
# data and methods for the crm #
################################
def __init__(self, insight_key):
print "Connecting to Insightly..."
# link to the crm
self.crm = Insightly(apikey=insight_key)
# load all contacts and orgs from crm
self.load_insightly_contacts()
self.load_insightly_orgs()
def load_insightly_contacts(self):
# load contact ids from insightly #
self.ins_contacts = {}
conns = self.crm.getContacts()
for c in conns:
self.ins_contacts["%s %s" % (c['FIRST_NAME'],
c['LAST_NAME'])] = c['CONTACT_ID']
def addContact(self, dets, who):
# add a new contact, also a new org if required
c = {}
c['CONTACT_ID'] = 0 # id=0 means add a new one
c['FIRST_NAME'] = dets["first-name"]
c['LAST_NAME'] = dets["last-name"]
c['BACKGROUND'] = dets["summary"]
# Tags for location and who owns the contact in Linked-In
c['TAGS'] = []
if dets["location-country"] <> None:
c['TAGS'].append(
{"TAG_NAME": "Location-%s" % dets["location-country"].upper()})
c['TAGS'].append({"TAG_NAME": "LIContact-%s" % who})
# linkedIn URL
c["CONTACTINFOS"] = [{
"SUBTYPE": "LinkedInPublicProfileUrl",
"TYPE": "SOCIAL",
"DETAIL": dets['linkedInUrl'],
"LABEL": "linkedInPublicProfileUrl"
}]
# Add email address if we have one
if dets['email'] <> None:
c["CONTACTINFOS"].append({
"TYPE": "EMAIL",
"DETAIL": dets['email'],
"LABEL": "Work"
})
# See if we can find a matching organisation
c['LINKS'] = []
l = {}
if self.orgs.has_key(dets['company']):
c['DEFAULT_LINKED_ORGANISATION'] = self.orgs[dets['company']]
l['ORGANISATION_ID'] = self.orgs[dets['company']]
else:
# no match, so add one
l['ORGANISATION_ID'] = self.addOrg(dets['company'])
# add job title
l['ROLE'] = dets['title']
c['LINKS'].append(l)
# add contact record to crm
try:
c = self.crm.addContact(c)
except urllib2.HTTPError as e:
print "Error adding contact."
print e
print json.dumps(c)
sys.exit()
# add to in memory list
self.ins_contacts["%s %s" %
(c['FIRST_NAME'], c['LAST_NAME'])] = c['CONTACT_ID']
# Update image
if dets['pictureUrl'] <> None:
img = urllib2.urlopen(dets['pictureUrl']).read()
self.addPicture(c['CONTACT_ID'], img)
def addPicture(self, id, picturestream):
callREST("PUT", "/v2.1/Contacts/%s/Image/name.jpg" % str(id),
picturestream)
def addPicturetoName(self, name, picturestream):
# add a picture to a name
if self.ins_contacts.has_key(name):
id = self.ins_contacts[name]
self.addPicture(id, picturestream)
else:
print "%s - name not found in Insighly" % name
def addEmailtoName(self, name, email, label="WORK"):
# add an email to a name
if self.ins_contacts.has_key(name):
id = self.ins_contacts[name]
self.addEmail(id, email, label)
else:
print "%s - name not found in Insighly" % name
def addEmail(self, id, email, label="WORK"):
# add email to an id
# get the record
c = self.crm.getContact(id)
# add email
c["CONTACTINFOS"].append({
"TYPE": "EMAIL",
"DETAIL": email,
"LABEL": label
})
# save
self.crm.addContact(c)
def addPhonetoName(self, name, phone, label="WORK"):
# add a phone number to a name
if self.ins_contacts.has_key(name):
id = self.ins_contacts[name]
self.addPhone(id, phone, label)
else:
print "%s - name not found in Insighly" % name
def addPhone(self, id, phone, label="WORK"):
# add phone number to an id
# get the record
c = self.crm.getContact(id)
# add email
c["CONTACTINFOS"].append({
"TYPE": "PHONE",
"DETAIL": phone,
"LABEL": label
})
# save
self.crm.addContact(c)
def addOrg(self, name):
# add a new organisation
c = {}
c['ORGANISATION_NAME'] = name
resp = self.crm.addOrganization(c)
# add to list of organisations in memory
self.orgs[name] = resp['ORGANISATION_ID']
# return id
return (resp['ORGANISATION_ID'])
def load_insightly_orgs(self):
# load org ids from insightly
o = self.crm.getOrganizations()
self.orgs = {}
for x in o:
self.orgs[x['ORGANISATION_NAME']] = x['ORGANISATION_ID']
def checkDetails(self, id, name, who):
# check for an existing entry if it is in step with linkedIn.
# Extend later. For not it just appends a tag if missing
# get contact details for supplied id
contact = self.crm.getContact(id)
# create tag to add for owner
tag = {"TAG_NAME": "LIContact-%s" % who}
# add tag if needed
if contact.has_key("TAGS"):
t = contact["TAGS"]
if tag not in t:
t.append(tag)
print "Adding tag %s to %s %s" % (tag, contact['FIRST_NAME'],
contact['LAST_NAME'])
contact["TAGS"] = t
self.crm.addContact(contact)
# no Tags so add from scratch
else:
t = [tag]
contacts["TAGS"] = t
self.crm.addContact(contact)
