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This article will show you how to do the following. - Column reference settings
- How to bulk add new users with or without devices, softphones, and feature keys with the Audian excel sheet.
CSV File: Audian-CSV-Sheet 2.1.xlsx |
Column Reference:
Column | Field Description | Values | Required Settings |
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first_name | Required | string | A name |
last_name | Required | string | A name |
email | Required | email | An email address |
extension | Required | number | A number |
password | Required | string | A combination of letters, numbers, and symbols |
phone_number | Optional | phone number | Phone numbers assigned to the user that exists on the account. |
mac_address | Optional | string | The MAC address of the phone |
brand | Optional | - A device brand from the drop down.
- None
- Blank
| No Device: Can be left blank or labeled as None Device: Reference the list of valid brands located in the Audian-CSV-Sheet |
family | Optional | - A device family from the drop down.
- None
- Blank
| No Device: Can be left blank or labeled as None Device: Reference the list of valid families located in the Audian-CSV-Sheet |
model | Optional | - A device model from the drop down.
- None
- Blank
| No Device: Can be left blank or labeled as None Device: Reference the list of valid models located in the Audian-CSV-Sheet |
softphone | Optional | No Softphone: Can be left blank or labeled as no
Add Softphone: label the cell as yes |
include_voicemail | Optional | yes/no | This will add a voicemail box to the user. |
in_directory | Optional | yes/no | This will add the user to the company directory. |
user_notes | Optional | string | Adds custom notes on the user. |
seat_type | Optional | string | Audian Admin only setting. If a none admin tries to set this the app will default the seat to standard. |
do_not_bill | Optional | yes/no | Audian Admin only setting. This will set if the user is to be billed or not and can only be set by a Audian Admin in the app, otherwise it will default to no. |
Note |
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- Blue: These fields support multi resource creation per user. What this means is that you can define multiple phone numbers, extensions, and devices for a single user in the CSV. Please reference how to do this below.
- Green: Admin only settings, when uploading the CSV only users that are Audian Techs can influence these values otherwise they will default to their standard values.
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borderStyle | solid |
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title | How to fill out the CSV |
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Description: The form uses data validations to include all of the devices Audian has configuration files for. You will need to copy these fields in order to add more users. - Open the Audian-CSV-Sheet.
- Determine how many users you would like to add then select the brand, family, model, and softphone cells labeled as None.
Image Added - Hover your mouse pointer over the bottom right corner of the selected cells where the green square is located, you should see a + symbol appear.
Click and drag the mouse down equal to the number of users you would like to add and then release the click. Image Added Next, fill out the rest of the fields for each user you would like to add. For each new user assign the brand, family, and model by clicking on the drop-down for each cell. Note |
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If you do not see a specific device in the list, leave the device section blank and add it from inside the Smart PBX app. |
Set the softphone cell to yes if the users who need softphones. Image Added - Save the file as a CSV format.
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Methods:
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title | 1. How to Fill Out The Form |
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| Description: The form uses data validations to include all of the devices Audian has configuration files for. You will need to copy these fields in order to add more users. - Open the Audian-CSV-Sheet.
- Determine how many users you would like to add then select the brand, family, model, and softphone cells labeled as None.
- Hover your mouse pointer over the bottom right corner of the selected cells where the green square is located, you should see a + symbol appear.
Click and drag the mouse down equal to the number of users you would like to add and then release the click.
Next, fill out the rest of the fields for each user you would like to add. For each new user assign the brand, family, and model by clicking on the drop-down for each cell. Note |
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If you do not see a specific device in the list, leave the device section blank and add it from inside the Smart PBX app. |
Set the softphone cell to yes if the users who need softphones.
- Save the file as a CSV format.
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