Installation guide

Placing the CSV or XML File ShoreTel Integration with External Applications
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ShoreTel 14.2 Planning and Installation Guide 317
The registry entry can point to a PC location or a server path. ShoreTel Communicator does not
automatically create this key or assign a default value to it. This registry must be created and assigned
to the location of the contact files before ShoreTel Communicator can import data records from the file.
For further information on editing the registry, contact ShoreTel TAC.
Placing the CSV or XML File
Properly configured CSV and XML Files placed in the folder specified by the ContactImportLocation
key are immediately cached to ShoreTel Communicator. Changes to these files are visible when the
edited file is saved. When a file is removed from the folder, the contacts listed in that file remain in the
Directory Viewer until ShoreTel Communicator is exited. Contacts removed from a file also remain in
the Directory Viewer. When ShoreTel Communicator is started again, all records removed by contact
deletion or file removal do not appear in the Directory Viewer.
Viewing Imported Contacts
Contacts imported from CSV or XML files appear in the Directory Viewer (Figure 57).
When contacts are grouped by data source, they appear under a heading that lists the Data Source.
When contacts are grouped by company or are not grouped, the Data Source column indicates either
the name of the originating file or the contents of the Name field in the originating file.
Details of contacts imported from the CSV or XML files are visible from the Directory Item Details
panel. To access contact details, right click a contact and select View Directory Item Detail. The
Directory Item Details panel (Figure 58) indicates the source of the file in the first data field and states
that the record contents are not editable.
Imported CSV/XML file contacts are available in all QuickDialer controls. They appear in the list just
like any other contact.
Note
Windows registry changes are effective immediately, and backups are not created automatically. Only
experienced personnel should attempt registry changes.