Overview
Bulk user import is provided to add or amend up to 1000 users..
Download the template
- 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.
SIPUsername | Name | PhoneNumber | AuthUsername | Password | ExternalId | ||
Examples: | jbteams1 | Joanne Bailey | jb@domain.com | +441234567890 | user_jb1234567890 | !x4hYY&g3871 | anything_you_like |
Notes: | this is used as an identifier and may match the SIP Auth name | Real name here | 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 | You can use this field as a unique identifier if you have any matching SIP usernames. It can, of course, also be left blank. |
TrunkNumber | Name | Caller ID | ExternalId | ||
Examples: | +441234567890 | Juliet Bravo | jb@domain.com | +441234567890 | anything_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 name | IMPORTANT: This email address MUST match the Teams email address of the user | Must be in E164 Format and match the Trunk Number or a Service Number | You may use this field to uniquely identify the user. It can, of course, be left blank. |
Creating Excel files with the correct format
When creating the CSV file, it is important to format the cells where the phone number will be stored as 'Text' before entering the numbers.
If the cell is entered with the wrong data type then Excel will remove the + from the beginning of the number, making the upload file invalid. A file with a large number of incorrectly formatted numbers can be fixed with the process below:
Correcting Excel's removal of the + on E164 numbers
When creating CSV files in Excel, the E164 format is frequently overridden by Excel's mathematical functions, removing the + from the number. To remedy this formatting, follow this process:
- Select the column you wish to keep in the E164/Number format
- Under the Home tab, select Format and open Format Cells.
- Choose a Custom Category
- Under Type, If the numbers start with the international code and no leading 0(s) then type the following: +# ?/? Hit Enter
For instance:
442077056000 will be converted to +442077056000
The example screenshot shows where to create the custom category: