crm-cli 0.1.0

FXiaoke CRM CLI - Sync leads from JSON/CSV files

CRM CLI

A minimal CLI that reads leads from JSON/CSV files and syncs them to FXiaoke CRM (纷享销客).

Installation

Requires UV (fast Python package manager).

# Install UV (if not already installed)
brew install uv

# Clone and sync dependencies
git clone https://github.com/thaddeus-git/crm-cli.git
cd crm-cli
uv sync

Quick Start

# Sync leads from JSON file
uv run crm sync leads.json

# Preview without creating (dry run)
uv run crm sync leads.csv --dry-run

# Assign to specific owner
uv run crm sync leads.json --owner FSUID_xxx

# Override lead pool
uv run crm sync leads.json --pool 643d87b17be47e0a000190a715

Input Format

JSON

[
  {
    "company": "Acme Corp",
    "email": "[e-mail]",
    "phone": "[phone]",
    "country": "GB",
    "source_id": "optional-external-id"
  }
]

CSV

company,email,phone,country,source_id
Acme Corp,[e-mail],[phone],GB,optional-external-id

Fields

Field	Required	Description
company	Yes	Company name
email	No	Email address
phone	No	Phone number (any format, cleaned automatically)
country	No	ISO 2-letter code (GB, DE, CN, etc.) for region/pool routing
source_id	No	External reference ID for logging

Configuration

Set environment variables:

export CRM_APP_ID="FSAID_xxx"
export CRM_APP_SECRET="xxx"
export CRM_PERMANENT_CODE="xxx"
export CRM_USER_MOBILE="19957895939"  # Optional, for user ID lookup

Behavior

• Duplicates: Skip with warning, continue with remaining leads
• Output: Stdout only - progress and summary printed to terminal
• Region routing: Automatic based on country code
  • Europe (GB, DE, FR, etc.) → 欧洲线索公海池
  • Asia (CN, JP, KR, etc.) → 亚洲线索公海池

Development

# Run tests
uv run python -m unittest discover tests/

# Run CLI
uv run crm sync --help

License

MIT