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Auto populate from customer id


#1

Is there a simple way to auto complete an entry based on the customer ID?
I can see many references to using the Live lookup functions, but I dont really have a backend program to lookup from.

Is the best option to just use the csv file lookup as mentioned?


#2

Hi Peter,

Because Helpspot doesn’t really store customer information (aside from in each request) you’d need some kind of system to run a live lookup against. I guess it could be possible to write a script to query the requests table of Helpspot and pull info on distinct customers from there.


#3

Hi Peter,

Yes, Andrew has a good idea there. You could create a script to find the unique customer ID’s/emails from the HS_Request table and return results from that.


#4

Hi Peter,

I’ve written a quick and dirty MySQL based live lookup script and pasted it onto PasteBin here: http://pastebin.com/f78f38b4

I’ve commented the code fairly comprehensively so you should be able to figure out what it’s doing, this file would need to be saved somewhere on your webserver as a PHP file (e.g. livelookup.php) where Helpspot can access it. It requires some settings which are documented in the code - namely the database settings, and then of course you’ll need to configure Helpspot (Admin > Settings > Live Lookup) and Ian’s got documentation here on the site regarding that.

Thanks :slight_smile:


#5

Wow, fantastic job Andrew! Nice work.


#6

Thanks Ian, the code is the quick part - it’s going back and thinking about the comments to add which takes time in my opinion :wink: