XML Template Configuration Guideline

Last published : Jun 26, 2026
To configure XML Template sample:
  1. Configure the information about the file itself: if the file contains headers, number of columns, text qualifier and attachment method.
<?xml version="1.0" encoding="UTF-8"?>
<configuration> <version>AV_2.0</version>
<options>
<containsHeader>Yes</containsHeader>
<maxCols>8</maxCols>
<delimiter>","</delimiter>
<text_qualifier>"</text_qualifier>
<content_type>PlainText</content_type>
<attachmentMethod>Archive</attachmentMethod>
</options>
  1. Assign column names, identify data type, and indicate if columns are optional.
<columns>
<column>
<order>1</order>
<name>FileName</name>
<datatype>StringList</datatype>
<datatype_options>
<delimiter>";"</delimiter>
<append>""</append>
</datatype_options>
</column>
<column>
<order>3</order>
<name>Start Date</name>
<datatype>DateTime</datatype>
<datatype_options> <format>XX/DD/YYYY HH:MM:SS</format> </datatype_options>
</column>
Note: In the DateTime <format>, each letter represents a part of the source value: Y (year), X (month), D (day), H (hour), M (minute), S (second), F (millisecond), and Z (time zone). To parse 12-hour times, add the TT token for the AM/PM designator. When TT is present, the time is converted to 24-hour format automatically. For example, the format XX/DD/YYYY HH:MM:SS TT parses 5/10/2013 3:59:27 PM as 2013-05-10 15:59:27 and 5/10/2013 12:00:00 AM as 2013-05-10 00:00:00.
<column>
<order>5</order>
<name>Username</name>
<datatype>String</datatype>
</column>
<column>
<order>6</order>
<name>User Email</name>
<datatype>String</datatype>
</column>
<column>
<order>7</order>
<name>Participant Name</name>
<datatype>StringList</datatype>
<datatype_options>
<delimiter>";"</delimiter>
<append>""</append>
</datatype_options>
</column>
<column>
<order>8</order>
<name>Participant Email</name>
<datatype>String</datatype>
</column>
</columns>
  1. The last part of the XML file maps the columns to the expected data fields: Sender, Participants, Title, ActivityDateTime, and Body and Threading:
<mappings>
<mapping can_be_empty = "Yes">
<property>Sender</property>
<items>
<item>User Email</item>
</items>
</mapping>
<mapping can_be_empty = "Yes">
<property>SenderName</property>
<items>
<item>Username</item>
</items>
</mapping>
<mapping can_be_empty = "Yes">
<property>Participants</property>
<items>
<item Role="To">Participant Email
</item>
</items>
</mapping>
<mapping can_be_empty = "Yes">
<property>ParticipantNames</property>
<items>
<item Role="To">Participant Name</item>
</items>
</mapping>
<mapping can_be_empty = "Yes">
<property>Title</property>
<items>
<item>Call Id</item>
<string>" "</string>
</items>
</mapping>
<mapping can_be_empty = "Yes">
<property>Content</property>
<items>
<string>"Call Id: "</string>
<item>Call Id</item>
<string>" "</string>
<string>"Start Date UTC: "</string>
<item>Start Date</item>
<string>"
"</string>
<string>"End Date UTC: "</string>
<item>End Date</item>
<string>"
"</string>
</items>
</mapping>
<mapping can_be_empty = "Yes">
<property>ActivityDateTime</property>
<items>
<item>Start Date</item>
</items>
</mapping>
<mapping can_be_empty = "Yes">
<property>Attachments</property>
<items>
<item>FileName</item>
</items>
</mapping>
<mapping can_be_empty = "Yes">
<property>X-KVS-MessageType</property>
<items> <string>"Telemessage"</string>
</items>
</mapping>
</mappings>
<threading disabled = "No">
<case_sensitive>No</case_sensitive>
<date_sort_direction>Ascending</date_sort_direction>
<items> <item>From Email</item>
<item>To Email</item>
</items>
</threading>
</configuration>
Note: Threading is configured if it is required.
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