Import historical data

Prerequisites 
  • Workforce Management > Historical Data > Upload permission
  • Queues, skills, and languages configured in Genesys Cloud
    Use this tool to upload historical interaction data. The system uses this data to generate forecasts with the Automatic Best Method option.

    To upload historical data, perform the following steps:

    1. Click Admin.
    2. Under Workforce Management, click Historical Data Import.
    3. Click the calendar under Historical Data End Date (UTC) and choose the latest date and time to use in the import file.
    4. Under File to Upload, click Browse.
    5. Navigate to the location that contains the file you want to import, and select it.
    6. Click Import

    After the file imports, the validation process begins. The Import History table provides status and validation details about the imported data.

    Note: Data files that are validated successfully take up to 24 hours to import. The import process, when in Pending status, completes at approximately 3:00 a.m. local time in each region.

    Validation details

    Status Description
    Import Initiated The system accepts the requests and begins to upload the data.
    Import in progress The system begins to validate the file.
    Import pending Validation passed successfully and the batch process begins. The import process completes at approximately 3:00 a.m. local time in each region.
    Import Successful (Active) The batch process successfully processed the file and the data is ready to use.
    Import Successful The batch process successfully processed the file but a new successful upload replaced it.
    Import Failed

    The upload was not successful and the file contains errors. Click the link in the Validation Results column for more information.

    Import Canceled A new upload was initiated and validated successfully, which cancels the previous request.
    Purge Pending

    Historical data purge request initiated successfully and waits for a batch process to purge the data from Genesys Cloud. The purge process completes at approximately 3:00 a.m. local time in each region.

    Note: This entry only appears if another table entry contains a Successful (Active) status.

    Purge Successful A data purge process completed successfully. This entry only appears if another table entry contains a Successful (Active) status.

    File considerations

    The file must include data in exactly 15-minute intervals. In the example below, the granularity level configured in 30-minute intervals.

    Interval Start UTC Date Queue Media Type Language Skill Set Offered Interactions Handled Total Handle Time
    2020-02-26T00:00:00Z Example queue 1 Voice Spanish Forecasting 16 6 4
    2020-02-26T00:30:00Z Example queue 1 Voice Spanish Forecasting 14 7 6

    If you send the data, the back-end process considers that no data exists for every 15 minutes as a pattern and creates an incorrect forecast. The values considered in this case are:

    Interval Start UTC Date Queue Media Type Language Skill Set Offered Interactions Handled Total Handle Time
    2020-02-26T00:00:00Z Example queue 1 Voice Spanish Forecasting 16 6 4
    2020-02-26T00:15:00Z Example queue 1 Voice Spanish Forecasting Null Null Null
    2020-02-26T00:30:00Z Example queue 1 Voice Spanish Forecasting 14 7 6
    2020-02-26T00:45:00Z Example queue 1 Voice Spanish Forecasting Null Null Null

    To correct the issue, split the data into two parts for 00 minutes and another 15 minutes as shown below:

    Interval Start UTC Date Queue Media Type Language Skill Set Offered Interactions Handled Total Handle Time
    2020-02-26T00:00:00Z Example queue 1 Voice Spanish Forecasting 8 3 2
    2020-02-26T00:15:00Z Example queue 1 Voice Spanish Forecasting 8 3 2
    2020-02-26T00:30:00Z Example queue 1 Voice Spanish Forecasting 7 3 3
    2020-02-26T00:45:00Z Example queue 1 Voice Spanish Forecasting 7 3 3