crm-cli 0.2.0

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 (FSUID format)
uv run crm sync leads.json --owner FSUID_xxx
uv run crm sync leads.json --assign FSUID_xxx  # --assign is an alias for --owner

# Override lead pool (skip automatic routing)
uv run crm sync leads.json --pool 643d87b17be47e0a000190a715

# Combine flags
uv run crm sync leads.json --assign FSUID_xxx --pool 643d87cda34e0a0001336093

User Lookup

Lookup CRM users by mobile number or list all users to find FSUIDs for assignment:

# Lookup user by mobile number
uv run crm lookup --mobile [phone]

# List all users (paginated)
uv run crm lookup --list-all

# List with custom page size
uv run crm lookup --list-all --page-size 500

Example Output

✓ User found:

  Name: 王雨檬
  FSUID: FSUID_4CF6AD1011C941AE32545CCC409CFD50
  Mobile: [phone]
  Email: [e-mail]
  Status: NORMAL

Using the FSUID

Once you have the FSUID, use it with the --assign flag when syncing leads:

uv run crm sync leads.json --assign FSUID_4CF6AD1011C941AE32545CCC409CFD50

Note: Store the default assignee FSUID in your shell profile or environment for convenience:

export CRM_DEFAULT_ASSIGNEE_FSUID="FSUID_4CF6AD1011C941AE32545CCC409CFD50"
uv run crm sync leads.json --assign $CRM_DEFAULT_ASSIGNEE_FSUID

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

Lead Pools

Pool	ID	Countries
欧洲线索公海池	643d87b17be47e0a000190a715	GB, DE, FR, IT, ES, NL, etc.
亚洲线索公海池	643d87cda34e0a0001336093	CN, JP, KR, TH, VN, etc.
日本线索池	6464a6451a3c2c0001c12369	JP (special routing)

Use --pool to override automatic routing.

Owner Assignment

The --owner or --assign flag accepts an FSUID (e.g., FSUID_C3F0FA243B2B385385D570C8968C8AB3).

Note: The API requires FSUID format. Employee IDs like empid-1079 are not directly compatible - you need to find the corresponding FSUID from the CRM user management interface.

Development

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

# Run CLI
uv run crm sync --help

License

MIT