Verba Conversation Import

The Conversation Import scans a given local or remote folder hierarchy for formerly exported calls with a valid Verba XML conversation detail record (CDR) file. Conversations without valid XML CDR files are discarded.

Creating a Verba Import source

Follow the steps below to create a new Verba Import source for Verba conversation data:

Step 1 - Open the Verba Web interface then select Data > Import Sources from the top menu

Step 2 - Click on the Add New Import Source link on the top right

Step 3 - Complete the configuration according to the requirements in the following table

Configuration item
Description
NameName your import source. This name will identify this source across the system
TypeSelect Verba
Source folder

Specify the network path to the shared folder where the Verba conversations are available for import

Step 4 - Click Save to save the settings

Import policy configuration

Follow the steps below to configure the Data Import action:

Step 1 - In the Verba web interface, navigate to Data > Data Management Policies

Step 2 - Click on the Add New Data Management Policy button at the top-right corner of the page

Step 3 - For the action, select Data Import

Step 4 - Under Available Import Sources, select the Import Source that you created, then click on the Add button just below the text field

Step 5 - Configure the policy details, based on the information that is shown in the configuration items summary table below

Step 6 - Set up how frequently the Import should be run in the Scheduling section

Step 7 - Click on Save

Configuration Parameter NameDescription
Enable Recording RulesSpecifies if all data should be processed in the imported data set or just the records of the recorded users as configured in Verba
Execute Only on Selected ServersIf enabled, a specific server can be chosen that will run this policy