AO - How to CSV Import Numbers, Devices, Users

Description

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:

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:

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.

How 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

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

How to add additional resources to a user.

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

How 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.

Navigate to the Location Bulk Importer via the Guided Setup and select the CSV option.
Click or drag and drop the CSV file into the upload box.
If the file is valid click the Next Step button
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.
Click the Next Step button.

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.
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.

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.
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.