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Overview

You can upload user information using CSV file. Click on the Browse button to locate the CSV file on your hard disk, then press the Upload button.

You can export these files from Excel, or create them manually by following the rules below:

  • Each record must be on a separate line
  • The fields must be separated by commas or semicolons (the appropriate option has to be selected on the upload page)
  • If you cannot add a field, leave it empty (do not skip fields at the end of the row, leave them empty e.g. ;;; )
  • If you need comma or semicolon or newline character in a field, you have to surround the entire field with quotation marks ("this is a field, with a comma")
  • If you need quotation mark in a field, you have to insert double quotation marks instead of one and you also have to surround the entire field with quotation marks ("this is a field with ""quotations" ")
  • The system automatically trims spaces from the beginning and the end of the field
  • You can leave the header row in the CSV file, but on the upload page, you have to check the Skip First Row (Heading) option
The CSV file must be UTF-8 encoded, otherwise, names with local characters might get corrupted.

After uploading the file you will see the contents of the file in a table format and you can make changes to the values before executing the import.

List of columns in the CSV file

The following table describes the required fields in the CSV file:

You can download sample CSV file by clicking on the Download Sample XLS File link on the top right corner.

Column

Column Name

Description

Value requirements/rules

1

User name

Full name of the user, e.g. used in searches.

Required
Maximum 64 characters

2

Login ID 

Login name of the user.

Required
Maximum 32 characters
Only alphanumeric, @and . (dot) - you can use the email  address

3

Language

The language of the user interface.

The following valid values apply:
en, hu, de, fr, fr_CA

4

E-mail address
 

Email address of the user used to send requested call information to the user.

Maximum length: 128

5

Valid From yyyy.mm.dd

First date when the user can log in. By default, the user cannot see conversations for associated extensions before this date.

The following date formats can be used:
yyyy.mm.dd
yyyy-mm-dd
yyyymmdd

If the field is empty, current datee is used.

6

Phone Mapping

List of phone numbers / Extensions associated with the user.

Semicolon separatedlist of one phone numbers or URIs (e.g. SIP address)
If an Extension does not exist it is created using the Recording Mode field (see below)

7

Password (MD5 Hash)

MD5 hash of the user's password.

If empty, the login name is used as password
E.g use an online MD5 calculator to calculate it. 

8

Change Password at Next Login

Forces users to change their password when they next log in to the system.

1 - password must be changed
0 - no password change required

9GroupsList of Groups where the user is a member.
 
Semicolon-separated list of Group names
If a Group does not exist it is created 
10Role API NamesList of Roles associated with the user.Newline (Alt + Enter in Excel) separated list of Role names.
E.g.:

r_system_supervisor
r_user_administrator
r_superuser
r_system_administrator
r_standard_user

11Recording ModeDefines how the phone numbers listed in the Phone Mapping field should be recorded.
 
full - records in always-on mode
on-demand - records on-demand
manual - records controlled
no - do not record
12Time ZoneTime Zone of the user (e.g. used for displaying time in searches)
 
Time Zone ID. You can find the timezone IDs on the web interface under Administrator / User on any user configuration page. Use the ID in the second half of the timezone you see in the drop-down list.
E.g. if you see "GMT+01:00 - Europe/Stockholm" to Time Zone ID to be used in this field is "Europe/Stockholm".
13CRM User IDCustomer Relationship Management user Identity Number.

Optional
Leave blank or enter the user's Customer Relationship Management ID number. 

14ModalitiesDefines the recorded modality for the extension. Only the configured modalities will be recorded for the extension.

The following valid values apply:

file_share
im
poll
screen
share
sms
video
voice
whiteboard

15DirectionsDefines the recorded directions for the extension. Only the configured directions will be recorded for the extension.

The following valid values apply:

all
conference
external
federated-in
federated-out
incoming
internal
outgoing

16custom0Custom user fields. For more information visit this page.



Optional
17custom1
18custom2
19custom3
20custom4
21custom5
22custom6
23custom7
24custom8
25custom9
26Play Notification for PSTN/Federated Inbound Calls (SfB/Lync)Play Audio Notification for PSTN Inbound Calls.1 - enabled
0 - disabled
27Play Notification for Conference Calls (SfB/Lync) Play Audio Notification for Conference Calls.1 - enabled
0 - disabled
28Audio Notification File for PSTN/Federated Inbound Calls (SfB/Lync) Audio Notification File for PSTN Inbound Calls.E.g.:
This_Call_Is_Being_Recorded.wma
29Audio Notification File for Conference Calls (SfB/Lync)Audio Notification File for Conference Calls.E.g.:
This_Meeting_Is_Being_Recorded.wma 
30Music On Hold File for PSTN/Federated Outbound Calls (SfB/Lync  
31IM Notification for Conference Calls (SfB/Lync) IM Notification for Conference Calls.

E.g.:

This meeting is being recorded.

32Play Notification for PSTN/Federated Outbound Calls (SfB/Lync) 1 - enabled
0 - disabled
33Audio Notification File for PSTN/Federated Outbound Calls (SfB/Lync)   
34Play Notification for Inbound Calls (Cisco)

 

1 - enabled
0 - disabled
35Media Resource ID for Inbound Calls (Cisco  
 36Retention Period (days)  
37 Automatically Delete Conversations after the Retention Period is Over  
38Observer User ID  
39Observer Group ID  
40 Play Notification for Outbound Calls (Cisco)  
41 Media Resource ID for Outbound Calls (Cisco)  
42Location  
43Record Calls Answered by 3rd Party  
44Recorded Platforms  
45Import Sources  
46Recording Rule ID  
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