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titleHow to add multiple devices, phone numbers, and extensions to a 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

CSV App:

Panel
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 CSV App.
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  3. Click or drag and drop the CSV file into the upload box.
  4. If the file is valid click the proceed button
  5. Next you should see a review page that will show you all of the users, if there are issues you should see all issues displayed on the page. You will need to fix these before you can proceed.
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  7. Click the Create button.
  8. A progress bar will appear and create all the resources before displaying a summary page and a popup.
    1. The popup will export a CSV of all users and include user passwords. If you left the user password field blank the app will generate a password for you and this is the only time you will be able to get these.
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  10. IF you need to assign feature keys press the Add Device Feature Keys button.
    1. Feature keys are buttons on your phone that can auto dial features like park and speed dial. Keep in mind that some devices have more keys then others and the difference will be displayed for you.
      1. Park: Puts a call on hold where someone else can pick up later.
      2. Presence: Allows you to dial someone and see if they are on a call.
      3. Personal Park: Park a call on a specific phone.
      4. Speed dial: Dials special phone numbers.
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