Using Zoom Contact Center data tables

• Reference key: The unique identifier for each row (e.g., a DNIS phone number, an account ID). Flows use this key to look up a specific record.
• Mapped fields: The additional columns returned when a record is found (e.g., queue name, business unit, escalation number). Each field can have an optional default value returned when no matching record exists.

• The no-code Data Table widget for straightforward lookups and variable mapping
• The Script widget for programmatic access when you need more control.

Requirements for adding Zoom Contact Center data tables

• Account owner or admin privileges
• Zoom Contact Center license

How to add Zoom Contact Center data tables

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Contact Center Management then Preferences.
3. Click the Data tables tab.
4. Click Add data table.
5. Fill in the following fields:
   • Table name: Enter a display name.
   • Description: Provide a short explanation of the table’s purpose (e.g., Maps DNIS numbers to queues and business units).
6. Configure the Reference key. This is the unique lookup field flows will use to find a record:
   • Data type: Select the appropriate type (e.g., Phone, e.164 for phone numbers, String for text).
   • Reference key name: A label for the key column (e.g., DNIS_Number).
7. Add Mapped fields. These define the data returned when a reference key is matched.
   • Field name: A label for the column (e.g., Queue_Name).
   • Data type: Select the appropriate type (String, Number, Phone, Email, etc.).
   • Default value (optional): A fallback value returned if no record matches the lookup key (e.g., Default_Queue).
8. (Optional) Click + Add mapped field to include additional fields.
9. Click Add.
   The new table will now appear in your Data tables list.

How to add and edit data

Add a row manually

1. In the Data Tables tab, click the table name to open it.
2. Click Add row.
3. Enter values for the reference key and each mapped field.
4. Click Save.

Import rows via CSV

1. Open the table.
2. Click Import (or the CSV import option).
3. Upload a CSV file formatted with columns matching the table's reference key and mapped field names.
4. Confirm the import.

Edit or delete a row

1. Open the table and locate the row.
2. Click the row or its edit icon to modify values, then save.
3. To remove a row, select it and click Delete.

How to use data tables in flows

Using Data Table widget

Add the Data Table widget

1. Sign in to the Zoom web portal as an admin.
2. In the navigation menu, click Contact Center Management, then Flows.
3. Click a flow's display name to open it in the editor.
4. From the left-side widgets panel, drag Data Table onto the canvas.
5. Select the widget, then configure:
   • (Optional) Click Rename to give the widget a descriptive name.
   • Under Data table, select the table to query.
   • Set the Reference key value:
     • Input: Enter a static value to look up.
     • Variable: Use a flow variable as the lookup key (e.g., the caller's DNIS or a collected input).
6. In the Map to variable section, map each table field to a flow variable:
   • Select a Table field.
   • Choose the flow variable to receive that field's value.
   • Click Add mapping to map additional fields.

Using Script widget (advanced)

Create a new app in the Zoom App Marketplace

1. In the navigation menu, click Contact Center Management, then Flows.
2. Open a flow and click Connectors in the upper-right corner.
   You will be redirected to the Zoom App Marketplace.
3. In the upper-right corner, click the Develop dropdown, then select Build app.
4. Select General App.

Configure the app

1. (Optional) Rename the app.
2. Under Basic Information:
   • Set Select how the app is managed to Admin-managed, then click Save.
   • Enter your OAuth Redirect URL.
3. Under Features, click Surface, then confirm if Contact Center is selected.
4. Under Features, click Connect then Base URL & Authentication.
5. Configure the following:
   • Base URL: Your environment's base URL.
   • Authorization Type: OAuth 2.0 Authorization Code
   • Client ID / Client Secret: Copy from App Credentials.
   • Authorization URL: Your authorization URL.
   • Access Token URL: ${BaseURL}/oauth/token
   • Identity Endpoint: Not required — enter any placeholder string.
   • Click Save changes.
6. Under Scopes, add the scope: contact_center:read:datatable:admin.
7. Return to Connect then Base URL & Authentication, and copy the Redirect URL into the OAuth Redirect URL field.

Test and activate the connector

1. Go to the Local Test page and add the app.
2. Approve all permission prompts.
3. Return to the flow page.
   The app will now appear in the Connector list. Ensure it is checked and applied.
4. Copy the App ID using the copy button.
   You will reference this in your script.

Call the data table from a Script widget

let data = await zcx_builtin_functions.data_table.get_record(
  "<APP_ID>",          // App ID copied from the connector
  "<TABLE_NAME>",      // Data table name (as defined in Admin Portal)
  "<REFERENCE_KEY>"    // The reference key value to look up
);

let data = await zcx_builtin_functions.data_table.get_record(
  "fJicoQPJQ5q5lWf2du5A1w",
  "DNIS_Routing",
  "+14155551234"
);

/*
Response shape:
{
  "reference_key": "+14155551234",
  "reference_key_type": "PHONE_NUMBER",
  "fields": [
    { "name": "QueueName",       "value": "salesQueue4",       "type": "STRING" },
    { "name": "Region",          "value": "east",              "type": "STRING" },
    { "name": "SupportNumber",   "value": "+14155550232",      "type": "PHONE_NUMBER" },
    { "name": "NumOfTeamMember", "value": 52,                  "type": "INTEGER" },
    { "name": "SalesEmail",      "value": "sales@example.com", "type": "EMAIL" }
  ]
}
*/

// Example: extract a specific field value
let queueName = data.fields.find(f => f.name === "QueueName")?.value;