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Using CSV user import

Using CSV user import

Apr 15, 2015

Overview

You can upload user information using CSV file. Click on the Browse button to locate the CSV file on your hard disk, than press the Upload button.

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You can export these files from Excel, or create them manually by following the rules below:

  • Each record must be on 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 comma or semicolon or new line character in a field, you have to surround the entire field with quotation marks ("this is a field, with a comma")

  • If you need 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 names with local characters might get 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 on the top right corner.

Column

Column Name

Description

Value requirements/rules

Column

Column Name

Description

Value requirements/rules

1

User name

Full name of the user, e.g. used in searches.

Required
Maximum 64 characters

2

Login ID 

Login name of the user.

Required
Maximum 32 characters
Only alphanumeric, @ and . (dot) - you can use email address

3

Language

Language of the user interface.

The following valid values apply:
en, hu, de, fr, fr_CA

4

E-mail address
 

Email address of the user, used to send requested call information to the user.

Maximum length: 128

5

Valid From yyyy.mm.dd

First date when the user can login. By default a user can not see calls on associated extensions before this date.

The following date formats can be used:
yyyy.mm.dd
yyyy-mm-dd
yyyymmdd

If the field is empty, current date is used.

6

Phone Mapping

List of phone numbers / Extensions associated with the user.

Semicolon separated list of one phone numbers or URIs (e.g. SIP address)
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 password
E.g use an online MD5 calculator to calculate it. 

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
0 - no password change required

9

Groups

List of Groups where the user is a member.
 

Semicolon separated list of Group names
If a Group does not exist it is created 

10

Role API Names

List of Roles associated with the user.

Newline (Alt + Enter in Excel) separated list of Role names.
E.g.:

r_system_supervisor
r_user_administrator
r_superuser
r_system_administrator
r_standard_user

11

Recording Mode

Defines how the phone numbers listed in the Phone Mapping field should be recorded.
 

full - records in always-on mode
on-demand - records on-demand
manual - records controlled
no - do not record

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.
E.g. if you see "GMT+01:00 - Europe/Stockholm" to Time Zone ID to be used in this field is "Europe/Stockholm".

13

CRM User ID

Customer Relationship Management user Identity Number.

Optional
Leave blank or enter the user's Customer Relationship Management ID number. 

14

Voice

Defines voice recording for the phone numbers listed in the Phone Mapping field.

1 - enabled
0 - disabled

15

Instant Messaging

Defines IM recording for the phone numbers listed in the Phone Mapping field.

1 - enabled
0 - disabled

16

Video

Defines video recording for the phone numbers listed in the Phone Mapping field.

1 - enabled
0 - disabled

17

Desktop Screen

Defines desktop screen recording for the phone numbers listed in the Phone Mapping field.

1 - enabled
0 - disabled

18

custom0

Custom user fields. For more information visit this page.



Optional

19

custom1

20

custom2

21

custom3

22

custom4

23

Prompt Inbound

Play Audio Notification for PSTN Inbound Calls.

1 - enabled
0 - disabled

24

Prompt Conference

Play Audio Notification for Conference Calls.

1 - enabled
0 - disabled

25

Inbound File

Audio Notification File for PSTN Inbound Calls.

E.g.:
This_Call_Is_Being_Recorded.wma

26

Conference File

Audio Notification File for Conference Calls.

E.g.:
This_Meeting_Is_Being_Recorded.wma 

27

Conference Message

IM Notification for Conference Calls.

E.g.:

This meeting is being recorded.