Call2Teams - Customers.
A guide to adding or amending a large quantity of users.
Note the following:
- All imported telephone numbers must be in E.164 format: [+][Country code][Subscriber number]
- Example: +4412341234567
- Telephone numbers cannot have special characters, nor spaces in the middle or at either end.
- Excel may corrupt E.164 number formatting, see the section below for more information on this.
When a user import function has been performed, any existing users (those updated by the imported data) will not re-register for several hours. To force an update of these existing users, do a 'Save' action on the PBX settings page in the 'Services' tab on the portal.
1. Navigate to the Call2Teams Users Bulk Import page.
- For a PBX Service, customers can add or update users.
- For a Trunk Service, customers can only update users - primarily for updating email addresses when synchronizing to match the number to the user.
|Notes:||This is used as an identifier and may match the SIP Auth name||The user's real name||IMPORTANT: This MUST match the teams email address of the user||The user's phone number on the PBX||The SIP Auth name used on the PBX device||The SIP password used on the PBX device||Use this field as a unique identifier if customers have any matching SIP usernames, or leave blank|
|Notes:||This number MUST match one of the trunk numbers included in the ranges for the selected trunk service||The user's real name||IMPORTANT: This email address MUST match the Teams email address of the user||Must be in E.164 Format.|
Must match the Trunk Number or a Service Number
|Use this field to uniquely identify the user, or leave blank.|
- For Trunk users, there is only the default choice
- For PBX users customers can choose to match the user (if existing) on their SIP username or, if customers have previously set one, their External ID
Important: Formatting Excel Files
Creating Excel files with the correct format
When creating the CSV file, it is important to format the cells so the phone number is stored as 'Text' before entering the numbers.
If the cell is entered with the wrong data type then Excel will remove the leading plus sign from the beginning of the number, making the upload file invalid.
If this happens, a file with a large number of incorrectly formatted numbers can be fixed with the process below:
Correcting Excel's removal of the leading plus sign on E.164 numbers
When creating CSV files in Excel, the E.164 format is frequently overridden by Excel's mathematical functions, removing the leading plus sign from the telephone number.
To remedy this, follow this process:
- Select the top left cell as indicated in the screenshot below, to highlight every cell.
- In the dropdown box, ensure that 'Text' is selected.
- Ensure all numbers are entered in E.164 format