Link contacts to companies in Infusionsoft based on data in a csv file.

linkcons.py

# @Author: jeremiah.marks
# @Date:   2016-03-11 10:43:53
# @Last Modified by:   jeremiah.marks
# @Last Modified time: 2016-03-11 11:17:56

# This script will process a csv which contains an FKID
# column and a companyId column and assign the contacts
# to the correct company.

# These variables will be determined by the names the columns
# in your csv or the custom fields in Infusionsoft

fkidColumnName = 'FKID'
companyIdColumn = 'companyId'
fkidCustomFieldName = '_FKID'
appname = ''
apikey = ''

import csv
import xmlrpclib
import Tkinter as tk
import tkFileDialog
tk.Tk().withdraw()


def getFilePath():
    return tkFileDialog.askopenfilename()

def main():
    companies={}
    appurl = "https://%s.infusionsoft.com:443/api/xmlrpc" %(appname)
    print "Please select input file:"
    inputfile = getFilePath()
    connection = xmlrpclib.ServerProxy(appurl)
    with open(inputfile, 'r') as csvin:
        thisreader = csv.DictReader(csvin)
        for eachrow in thisreader:
            companyid = int(eachrow[companyIdColumn])
            contactFKID = eachrow[fkidColumnName]
            searchresult = connection.DataService.query(apikey, 'Contact', 1, 0, {fkidCustomFieldName: contactFKID}, ['Id', ], ['Id'], False)[0]
            if companyid not in companies:
                companies[companyid] = connection.DataService.query(apikey, 'Company', 1, 0, {'Id': companyid}, ['Company', ], ['Id'], False)[0]['Company']
            connection.DataService.update(apikey, 'Contact', searchresult['Id'], {'AccountId': companyid, 'CompanyID': companyid, 'Company': companies[companyid]})


if __name__ == '__main__':
    main()