CSV Onboarding App
- David Klein
Description:
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: CSV Importer - Portal 3.0.xlsx
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 |
| Required | An email address | ||
| password | Optional | string | A combination of letters, numbers, and symbols. If left blank a password will be generated on creation and provided to you. |
| extension | Required | number | A number |
| 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 |
| 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 |
| 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 |
| No Device: Can be left blank or labeled as None Device: Reference the list of valid models located in the Audian-CSV-Sheet |
| 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. |
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.
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
- 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.
- Enter in the mac address
CSV App:
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 CSV App.
- Click or drag and drop the CSV file into the upload box.
- If the file is valid click the proceed button
- 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.
- Click the Create button.
- A progress bar will appear and create all the resources before displaying a summary page and a popup.
- 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.
- IF you need to assign feature keys press the Add Device Feature Keys button.
- 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.
- Park: Puts a call on hold where someone else can pick up later.
- Presence: Allows you to dial someone and see if they are on a call.
- Personal Park: Park a call on a specific phone.
- Speed dial: Dials special phone numbers.
- 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.