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 Deleting customer records - search by "Last updated"

Ruth Scott's profile image
Ruth Scott 8x8 User posted 08-28-2024 03:14

We are keen to ensure that we're deleting customer records at the right time - let's say for example, after no contact has been had for 3 years.  

We can find ways to search cases and tasks by date and bulk delete old ones, but have found no way to search customer records by this "last activity" field - does anyone know a way to do this so that we can delete old customer records (which will also remove the associated cases and tasks).

Thanks!

Ben Fischer's profile image
Ben Fischer 8x8 User posted 08-28-2024 16:05

Hi Ruth

I haven't searched by this field, but I did notice a new API for contacts when perusing the other day.

https://developer.8x8.com/analytics/docs/search-contacts

https://developer.8x8.com/analytics/docs/create-contact#4-delete-contact

Would the below work for Last Acivity?

"updatedTimestamp": 1678182231575,

Alina Maxim's profile image
Alina Maxim posted 08-29-2024 10:30
Hello Ruth,
 
I believe the attached document has all the information you require. 
 
Here is an example of searching by "LastActiveDate"; you`ll need to supply the data to the search parameters "FromLastModDate" for cases:
 
<WAPI>
  <TENANT>tenant</TENANT>
  <USERNAME>username</USERNAME>
  <PASSWORD>pass</PASSWORD>
  <COMMAND OBJECT="CASE" ACTION="GET">
<FromLastModDate>08212024</FromLastModDate>
  </COMMAND>
</WAPI>
 
You can also use a range:
 
<WAPI>
  <TENANT>tenant</TENANT>
  <USERNAME>username</USERNAME>
  <PASSWORD>password</PASSWORD>
  <COMMAND OBJECT="CASE" ACTION="GET">
<FromLastModDate>08012024</FromLastModDate>
<ToLastModDate>08192024</ToLastModDate>
  </COMMAND>
</WAPI>
 
This is for tasks:
 
<WAPI>
  <TENANT>tenant</TENANT>
  <USERNAME>user</USERNAME>
  <PASSWORD>password</PASSWORD>
  <COMMAND OBJECT="TASK" ACTION="GET">
<FromLastModDate>08012024</FromLastModDate>
<ToLastModDate>08192024</ToLastModDate>
  </COMMAND>
</WAPI>
 
If you want to use object, please note that this can only be done one at a time as it requires the ID (page 53 of the doc above)
 
Lastly, to confirm deleting a customer causes a cascade effect; all cases, tasks, and follow-ups related to a given customer are
deleted as well. (page 33 of the doc above)
 
You can apply the above solutions yourself or you could reach out to your sales rep in order to discuss 8x8 Professional Services engagement. 
Attachment  View in library
8x8 CRM API (1).pdf 2.73 MB

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