Applies To

Call2Teams - Customers


Overview

You have a large number of new users you wish to add or you wish to amend a large quantity of users.


Actions

Firstly, when you select the Bulk import option you are either going to be adding or amending users. Either is fine.
Your first step will be to select the service against which these users will be attached. The Service will be a PBX or Trunk service you have already added to your account.

For a PBX Service, you can add or update users.

For a Trunk Service, you can only update users. This would be primarily to update email addresses which is required when synchronizing to match the number to the user.

 


The CSV template file will be amended depending on which service you select.
You need do nothing more other than to download the template at this stage.

Template Types
PBX Users
 

SIPUsernameNameEmailPhoneNumberAuthUsernamePasswordExternalId
Examples:jbteams1Joanne Baileyjb@domain.com+441234567890user_jb1234567890!x4hYY&g3871anything_you_like
Notes:this is used as an identifier and may match the SIP Auth nameReal name hereIMPORTANT. This MUST match the teams email address of the userThe user's phone number on the PBXThe SIP Auth name used on the PBX deviceThe SIP password used on the PBX deviceYou can use this field as a unique identifier if you have any matching SIP usernames. It can, of course, also be left blank.

Trunk Users
 

TrunkNumberNameEmailExternalId
Examples:+441234567890Juliet Bravojb@domain.comanything_you_like
Notes:This number MUST match a trunk number that you have included in the ranges for the trunk service selected.The users real nameIMPORTANT: This email address MUST match the Teams email address of the userYou may use this field to uniquely identify the user. It can, of course, be left blank.

Once you have completed your template save it with a suitable name and return to the Call2Teams Users Bulk Import option.

You may need to re-select the Service you chose from the previous step.

Now you will be presented with a choice of Type.
For Trunk users, there is only one default choice but for PBX users you can choose to match the user (if existing) on their SIP username or, if you have previously set one, their External ID

Now all that remains is for you to select the csv file you created and upload it.