Import Users

You can add multiple users to the system by importing them using a properly organized CSV file.

To import users, follow these steps:

  1. Create a CSV file, following the rules (see below), and populate it with user data, as required.
  2. Click Users and Locations in the left menu.

    The Users and Locations pages opens.

  3. Click Import - the Subscriber Import page opens.
  4. Click Browse to select the CSV file to import.
  5. Click Import.

The Users and Locations list is updated with the new user information.

The following are the headings for a CVS file that will import correctly: 

Type (User,Location), FirstName (text), LastName (text), Email (email address), 
HomePhone (digits), MobilePhone (digits), Extension (digits), Language (English: en), 
IncomingDID (phone number), OutgoingCLID (digits), Privacy (y,n), 
PAI (P-Asserted-Identity: y,n), HFAback (hands free answer back: y,n), Locked (y,n), 
Hold (hold announcement id), DirAccess (dial,both,none), MaxDevices (digit), Twin (y,n), 
SCR (selective call routing: y,n), ODCR (on-demand call recording: y,n), VM (y,n), 
Agent (y,n), Dsite (dynamic site: y,n), DsiteCLID (dynamic site CLID), 
NumCallDsite (max calls for Dsite), DsiteZone (zone id), CAdmin (company admin: y,n), 
EAdmin (enterprise admin: y,n), CallProfile (call permission group id), 
KeyProfile (key profile id), PIN (digits), SysPIN (system generated PIN: y,n)

  • The header row is mandatory.
  • Mandatory columns: Type, and LastName; if the PIN Notification Setting for a Tenant is set to Email or Email and Display, then the Email column is mandatory; if the SysPIN = y, then a valid email is rquired.
  • DirAccess can be one of dial (can only be dialed), both (can be dialed or can be accessed by name), or none. If field is blank, default value is used - both for user, dial for location.
  • For outgoingCLID, -1 = Private, 0 = default (Use Site Number), blank = default, or other valid ID of DID.
  • KeyProfile, and DsiteZone, the digit = ID (key profile id, site zone id).
  • For KeyProfile, -1 = system setting default.
  • For CallProfile, indicate the call permission group id - if not specified, it will be assigned the tenant default.
  • Populated PAI, Dsite, DsiteCLID, NumCallDsite, and DsiteZone fields will be applied only when a Telco Admin imports on behalf of the tenant.
  • When SysPin = y and PIN notification setting contains email notification method, an email is sent to the user to indicate the PIN details.
  • If PIN is provided and SysPIN = y, user provided PIN will be applied instead of a system generated PIN.
  • The order of the columns does not matter for import.
  • Column names are not case sensitive.

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