You can create multiple users at once from a .csv file with user details.

CSV File Example

Here, you can find a .csv file example with both mandatory and optional columns.

Rules for Creating the .xlsx File

• Size: the size should not exceed 500 users per file.

• Mandatory Header: the file must contain a header to recognize from which columns to pull the data.

• Columns:

  • mandatory columns are Username, Email, Role, and SIP Settings
  • you can use the option to generate virtual extensions and let the system do it. Or you can upload your own extensions. In such a case, the file must also contain the column with virtual extensions
  • optional are Desk, Skill Group, First name, and other columns, depending on your choice of users in one file.

• SIP options: If you want to use SIP options other than WebRTC, the .csv file should contain the relevant data, as you will see in the SIP Settings below.

• Role, skill group, or desk:

  • If you create users with the same role, skill group, or desk, you don't need to add columns with roles, skill groups, or desks, as you will use data from the Dialer.

  • If you create users with different roles, skill groups, or desks, add IDs from the Dialer to the relevant columns. Copy data from the ID column on the following pages and enter the IDs in the .csv file:

    • desks: Users > User Management > Desks tab

      

    • roles: Users > Users Management > Roles tab

      

    • skill groups: Users > Users Management > Skill Groups tab

      

Creation Steps

Once the file with user data is ready, you can upload it to the system.

To create multiple users:

1. Go to Users > Users Management.

2. Click Create from file in the top-right of the Users Management page.

   

3. Drag and drop a file or browse for it. Click Upload.

   

4. Map four required fields with file columns:

• Username, Email - select the relevant column name from the drop-down list:

  

• Virtual Extension - select the appropriate column name from the drop-down list.

  

  Otherwise, you can select the checkbox below the drop-down list, and the system will generate the next available virtual extension numbers for you.

  

• Role:

  • If creating users with the same role, select From Dialer in the first drop-down list. Then select a role in the second list:

    

  • to assign different roles, make sure the file contains role IDs from the Dialer, then select the relevant column in the drop-down list:

    

• SIP Settings:

  • the default option is Use WebRTC to call using the softphone built into the Dialer.
    If you want to set other options, the .csv file with user details should contain the relevant data.

    

  • Use CommPeak classic PBX - call via an existing CommPeak PBX domain. In this case, you select the needed domain in the drop-down list.

    

    You should also have a column with PBX device (extension) numbers in your file. It can either be the same column as you used for the Virtual Extension field, or you can create a separate column for it.

    

  • Use Custom URI - call via a third-party, external PBX. In your file, each user must have a link that includes a PBX domain and a device.

  • Use Built-in PBX - call via the built-in PBX; no further action is required.

5. Select the authentication type:

• Default from Role/Tenant - use the default setting for the role. If no role settings are available, the default settings for the tenant will be used.

• Disabled - login without 2FA - apply no login security enhancements.

• Email - with one-time code - enable email validation using a temporary password.

• Google 2FA App - with one-time code - enable login validation using the Google Authenticator app.

  

6. Optionally, click the toggle switch and add advanced security settings. See tooltips for explanations.

   

7. Map the optional fields as needed. For desks and skill groups, follow the same logic as for roles. Either assign all users to the same desk or skill groups or map the relevant data from the .csv file.

   

8. If you plan to use an IP phone or a softphone that doesn't accept symbols other than digits, select the Generate user passwords with digits only (not recommended) checkbox.

9. Click Import Users.

Upload Result

After the file has been uploaded, the system will inform you about the number of uploaded or duplicate users and errors with validation or missing user details.

1. Click Download Error Details to view and fix the errors, for example, remove duplicates. Then repeat the upload.

   

2. Click Download Success Details to save a .csv file with temporary user passwords.

After you click Continue, new users will appear in the Users table.

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IMPORTANT

If you fail to download the success details with temporary passwords, you will need to reset passwords one by one on the Users page.