Target Audience: Company Administrator Related Offer: Enterprise
You may manage telephony extensions of your Company members in bulk with configuration files (format .csv). This functionality is beneficial for Companies with plenty of members. In this way, you may create, update or delete all your colleagues in a few clicks. A source file sample is available in your administration space. This file presents all the possibilities for you when monitoring your members.
Note: Administration functionalities of Companies are only available on computers (Web and Desktop applications).
How to Create or Modify My Company's Members in Bulk?
Source File Sample Retrieval
Click on "Companies" in the upper band of your Rainbow screen.
In the left panel, go to "My company" to access the Company settings page.
Select the tab "Members" and click on the blue button "IMPORT."
Choose "Import user information from formatted CSV file."
In the first paragraph about your members' information, click on the link "Download user sample file."
Source File Preparation
Open the sample file downloaded from your administration space. This file includes a description of possible actions.
The entries "Action" and "LoginEmail" must be filled as they are related to the forthcoming action and the account of the targeted member. Three actions are available:
Create: To create a user by automatically assigning data from columns B to P.
Update: To update a user by automatically assigning data from columns B to P. Leaving a blank case does NOT erase the active value before importing the file.
Delete: To delete a user and its data (conversations, contacts, etc.).
Note: For the values ending by "0", you can create a new columns with the same label ending by"1". This allows you to add multiple MobilePhones or Services, for example.
Warning: Pay attention to respecting the encoded CSV format in UTF8 when saving the file.
To keep the right format for E.164 encoded numbers:
apply ‘text’ format to the appropriate column to be able to enter a leading '+' or add a single quote ' in front of the number.
You may choose also to import the file in an excel sheet by selecting the tab ‘DATA’ and then ‘From Text’ in the upper banner. In ‘Data preview’ display, highlight the appropriate columns and tick ‘Text’ in the Column data format before you click on ‘finish’ to get well displayed data.
Source File Import and Data Analysis
Starting on the page "Import Users in Bulk" of your administration space, click on the blue button "BROWSE."
Select the preselected source file and click on "Open."
Type a description of your import that will enable the tracking of your actions.
Click on "IMPORT" to start the process.
A recap of future actions is, then, presented. To validate your choice, please click on "IMPORT."
A progress bar shows the status of the process before a final message appears.
In the table "Bulk Operations Results" below, an additional line comes in. Click on this line to get a detailed report of operations.
This report can also be downloaded for archive purposes or analysis of potential error cases by clicking on "SAVE REPORT."
If you click on the button "BACK TO MEMBERS," you will see the added information.
Note: When creating new members from a CSV file, you can notify (or not) the user by email.
Next step: Explore how to use the same Mass Provisioning process to manage the PBX Extension of your Company members. Show Me