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Description

The CSV importer is a tool that uses a CSV to bulk import Numbers, Devices, and Users to a location.

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Description

Tip

This article will show you how to do the following.

  • Column reference settings

  • How to bulk add new users with or without devices, and softphones with the Audian excel sheet.

CSV File:

View file
nameCSV Importer - AO 3.0.xlsx

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How To

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Navigate to the importer by doing one of the following.

  1. Navigate to the Locations page, click on the Go To button for the location, and click Actions at the top right, and click Importer.

  2. Navigate to the Dashboard page and follow the create location process.

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Fill out the CSV.

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Drag and drop or click on the importer box button in step 1 and click Next Step.

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All of the fields will appear and show any errors, if you need to make changes its best to correct issues in the CSV and re-import it.

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Click Next Step to continue.

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In this step we will create the user, numbers, and devices.

  1. Click create one at a time and verify that no failed results happen.

    1. If anything fails to upload you need need to create them manually.

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Note

The importer tool is location based which means if you have 2 locations on the account you will need 2 CSV’s for each location.

CSV Form:

Info

Table Color Key

  • 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.

Column

Field Description

Values

Required
Settings

first_name

Required

string

A name

last_name

Required

string

A name

email

Required

email

An email address

extension

Required

number

A number

phone_number

Optional

phone number

Phone numbers assigned to the user that exists on the account.

role

Optional

string

user or admin but will default to user if not defined.

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

mac_address

Optional

string

The MAC address of the phone

pending mac

Optional

Boolean

If you are buying new phones this should be true.

softphone

Optional

Boolean

If the user has a softphone or not.

has voicemail

Optional

Boolean

This will add a voicemail box to the user.

in directory

Optional

Boolean

This will add the user to the company directory.

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.

user_notes

Optional

string

Adds custom notes on the user.

Expand
titleHow to add multiple devices, phone numbers, and extensions for a single user.

Description: The importer app supports adding multiple devices, phone numbers, and extensions to a single user.

Summary: Insert a row below the user, copy the email address of the user above into the new row, then add the resources. 

Cells that support this feature:

  • extension

  • phone_number

  • mac_address, brand, family, and model

How to insert rows between 2 filled out rows

  1. If you need to insert a row below the user to add the additional resources click on the row number below the user on the left. This should select the whole row.

  2. Right click and select insert and a row will appear between the rows.

How to add additional resources to a user.

  1. Copy the email address of the user who will be getting the additional resources and paste it in the email field, this is how the program will figure out that the user above has extra resources.

  2. If you are adding a phone number or extension, then just fill out the field.

  3. If you are adding another phone

    1. Copy the brand, family, and model cell from another row and paste it into this row so that you can use the drop downs to define the device.

    2. Enter in the mac address

Expand
titleHow to Upload the CSV

Description: This app allows you to import the CSV and will create the users, devices, and set feature keys for the devices.

  1. Navigate to the Location Bulk Importer via the Guided Setup and select the CSV option.

  2. Click or drag and drop the CSV file into the upload box.

    image-20250108-160339.pngImage Added

  3. If the file is valid click the Next Step button

  4. Next you should see a review pages that will have 1 or 2 tabs labeled Valid Users and Invalid Users if your import has errors.

    1. If you have invalid users the errors will be displayed in the Errors/Notes and you will not be able to continue. You will need to fix the CSV and re upload.

      image-20250108-161421.pngImage Added

  5. Click the Next Step button.

image-20250108-162034.pngImage Added

  1. The Upload and Create page will appear, in this phase you will need to click the Create button for Users, Numbers, and Devices one at a time.

    1. After clicking the create button you will see a Results button and the Imported and Failed bubbles should update. If you have any failed creations you should stop and look at what failed, take note of them as you might have to manually create them.

    2. Common Issues:

      1. Numbers: The number you imported already exists on the account or on another account.

  2. If all the imports are successful close the window.

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.

Image AddedImage AddedImage Added

  1. Open the Audian-CSV-Sheet.

  2. Determine how many users you would like to add then select the brand, family, model, and softphone cells labeled as None.

  3. 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.

  4. Click and drag the mouse down equal to the number of users you would like to add and then release the click.

  5. Next, fill out the rest of the fields for each user you would like to add.

  6. For each new user assign the brand, family, and model by clicking on the drop-down for each cell.

  7. Save this file as a backup and then save the file again as a .csv file. You will use the CSV version in the app.