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
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)
def room_message_hook():
data = json.loads(request.data)
message = data['item']['message']['message']
room_id = data['item']['room']['id']
matched = re.match(LEAD_REGEXP, message)
if matched:
lead_id = matched.group(1)
api = CloseIO_API(get_api_key(tenant.id))
lead = get_lead_info(api, lead_id)
if lead:
orga = get_orga_info(api, lead['organization_id'])
notification = render_template('lead.html', lead=lead, orga=orga)
room_client = RoomClient(room_id)
room_client.send_notification(notification)
return '', 204
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']
)
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:
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'
def run_import(api_key, list_type):
import_status = ''
api = CloseIO_API(api_key)
# Try API Key
try:
test_api_key = api.get('me')
except:
import_status = 'bad_api_key'
return import_status
### Get Close.io Custom Fields
print "...Getting Current Custom Fields"
current_custom_fields = {}
has_more = True
offset = 0
while has_more:
resp = api.get('custom_fields/lead', params={ '_skip': offset, '_fields': 'id,name' })
for field in resp['data']:
current_custom_fields[field['name']] = field['id']
offset += len(resp['data'])
has_more = resp['has_more']
### Create Custom Fields
print "...Creating Any Missing Custom Fields"
new_custom_fields = [
{
"name": "Lead Source (Sample)",
"type": "text"
},
{
"name": "Industry (Sample)",
"type": "text"
},
{
"name": "List Type (Sample)",
"type": "text"
}
]
custom_field_ids = []
for custom_field in new_custom_fields:
if custom_field['name'] in current_custom_fields:
custom_field_ids.append("custom.{}".format(current_custom_fields[custom_field['name']]))
else:
try:
create_custom_field = api.post('custom_fields/lead', data=custom_field)
custom_field_ids.append("custom.{}".format(create_custom_field['id']))
print "... {} Custom Field added".format(custom_field['name'])
except:
import_status = 'custom_field_error'
return import_status
break
### Import Sample Leads
print "... Creating Sample Leads"
sample_lead_data = generate_lead_data(custom_field_ids=custom_field_ids, list_type=list_type)
for lead in sample_lead_data:
try:
lead = api.post('lead', data=lead)
print "... Importing {}".format(lead['name'])
except:
continue
### Get Current Close.io Smart views
print "...Getting Current Smart Views"
current_smart_views = {}
has_more = True
offset = 0
while has_more:
resp = api.get('saved_search', params={ '_skip': offset, '_fields': 'id,name' })
for query in resp['data']:
current_smart_views[query['name']] = query['id']
offset += len(resp['data'])
has_more = resp['has_more']
### Create Smart Views
print "...Creating Any Missing Smart Views"
smart_view_queries = [
{
'name': '[SAMPLE] {} Leads w/ Phone and Email'.format(list_type),
'query': '"custom.Lead Source (Sample)":"Sample Lead Importer" "custom.List Type (Sample)":"{}" has:phone_numbers has:email_addresses sort:display_name'.format(list_type)
},
{
'name': '[SAMPLE] {} Sample Leads'.format(list_type),
'query': '"custom.Lead Source (Sample)":"Sample Lead Importer" "custom.List Type (Sample)":"{}" sort:display_name'.format(list_type)
}
]
for query in smart_view_queries:
if query['name'] not in current_smart_views:
try:
create_smart_view = api.post('saved_search', data=query)
print "... {} Smart View added".format(query['name'])
except:
import_status = 'smartview_create_error'
return import_status
break
import_status = 'https://app.close.io/search/%22custom.Lead%20Source%20(Sample)%22%3A%22Sample%20Lead%20Importer%22%20has%3Aphone_numbers%20has%3Aemail_addresses/'
return import_status