Using CSV user import
- Kiss, Mate
- Hina Kouser
Overview
You can upload user information in bulk from a CSV (or Comma-Separated Values -".csv") file. Click the Browse button to locate the CSV file on your hard disk, then press the Upload button.
You can export these files from Excel or create them manually by following the rules below:
Each record must be on a separate line.
The fields must be separated by commas or semicolons (the appropriate option has to be selected on the upload page).
If you cannot add a field, leave it empty (do not skip fields at the end of the row; leave them empty, e.g.,.
If you need a comma, semicolon, or newline character in a field, you have to surround the entire field with quotation marks ("this is a field, with a comma").
If you need a quotation mark in a field, you have to insert double quotation marks instead of one, and you also have to surround the entire field with quotation marks ("this is a field with ""quotations"").
The system automatically trims spaces from the beginning and the end of the field.
You can leave the header row in the CSV file, but on the upload page, you have to check the Skip First Row (Heading) option.
The CSV file must be UTF-8 encoded. Otherwise, any field containing a 16-bit character will be corrupted.
After uploading the file, you will see the contents of the file in a table format, and you can make changes to the values before executing the import.
List of columns in the CSV file
The following table describes the required fields in the CSV file:
You can download sample CSV file by clicking on the Download Sample XLS File link in the top right corner.
Column | Column Name | Description | Value requirements/rules |
|---|---|---|---|
1 | User name | Full name of the user, e.g. used in searches. | Required |
2 | Login ID | Login name of the user. | Required |
3 | Language | The language of the user interface. | The following valid values apply: |
4 | E-mail address | E-mail address of the user. | Maximum length: 128 E-mail address can be used to send requested call information to the user. |
5 | Valid From yyyy.mm.dd | First date when the user can log in. | By default, the user cannot see conversations for associated extensions before this date. The following date formats can be used: If this field is empty, current date is used. |
6 | Phone Mapping | List of phone numbers / Extensions associated with the user. | Semicolon separated list of phone numbers and/or URIs (e.g. SIP addresses). If an Extension does not exist, it is created using the Recording Mode field (see below). |
7 | Password (MD5 Hash) | MD5 hash of the user's password. | If empty, the login name is used as the password. |
8 | Change Password at Next Login | Forces users to change their password when they next log in to the system. | 1 - password must be changed |
9 | Groups | List of Groups of which the user is a member. | Semicolon-separated list of Group names. |
10 | Role API Names | List of Roles associated with the user. | Newline (Alt + Enter in Excel) separated list of Role names. |
11 | Recording Mode | Defines how the phone numbers listed in the Phone Mapping field should be recorded. | full - records in “always-on” mode |
12 | Time Zone | Time Zone of the user (e.g. used for displaying time in searches) | Time Zone ID. You can find the timezone IDs on the web interface under Administrator / User on any user configuration page. Use the ID in the second half of the timezone you see in the drop-down list. |
13 | CRM User ID | Customer Relationship Management user Identity Number. | Optional |
14 | Modalities | Defines the recorded modality for the extension. Only the configured modalities will be recorded for the extension. To specify multiple modalities, use a semicolon to separate the values. If the delimiter in the CSV file is a semicolon, wrap the list of modalities in quotation marks. Example: "voice;video;im" | The following valid values apply: file_share |
15 | Directions | Defines the recorded directions for the extension. Only the configured directions will be recorded for the extension. To specify multiple directions, use a semicolon to separate the values. If the delimiter in the CSV file is a semicolon, wrap the list of directions in quotation marks. Example: "voice;video;im" | The following valid values apply: |
16 | custom0 | Custom user fields. For more information visit this page. | Optional |
17 | custom1 | ||
18 | custom2 | ||
19 | custom3 | ||
20 | custom4 | ||
21 | custom5 | ||
22 | custom6 | ||
23 | custom7 | ||
24 | custom8 | ||
25 | custom9 | ||
26 | Play Notification for PSTN/Federated Inbound Calls (SfB/Lync) | Play Audio Notification for PSTN Inbound Calls. | 1 - enabled |
27 | Play Notification for Conference Calls (SfB/Lync) | Play Audio Notification for Conference Calls. | 1 - enabled |
28 | Audio Notification File for PSTN/Federated Inbound Calls (SfB/Lync) | Audio Notification File for PSTN Inbound Calls. | E.g.: |
29 | Audio Notification File for Conference Calls (SfB/Lync) | Audio Notification File for Conference Calls. | E.g.: |
30 | Music On Hold File for PSTN/Federated Outbound Calls (SfB/Lync |
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31 | IM Notification for Conference Calls (SfB/Lync) | IM Notification for Conference Calls. | E.g.: This meeting is being recorded. |
32 | Play Notification for PSTN/Federated Outbound Calls (SfB/Lync) |
| 1 - enabled |
33 | Audio Notification File for PSTN/Federated Outbound Calls (SfB/Lync) |
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34 | Play Notification for Inbound Calls (Cisco) |
| 1 - enabled |
35 | Media Resource ID for Inbound Calls (Cisco |
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36 | Retention Period (days) |
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37 | Automatically Delete Conversations after the Retention Period is Over |
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38 | Observer User ID |
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39 | Observer Group ID |
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40 | Play Notification for Outbound Calls (Cisco) |
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41 | Media Resource ID for Outbound Calls (Cisco) |
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42 | Location |
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43 | Record Calls Answered by 3rd Party |
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44 | Recorded Platforms |
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45 | Import Sources |
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46 | Recording Rule ID |
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