Bulk Creation of Accounts Using CSV File

CSV (comma-separated values) files can expedite the bulk creation of all types of accounts, as well as the domain address book. A CSV file is a plain text file that stores tabular data from database-style tools, such as Excel. Records appear on separate lines, and the fields within each record are traditionally separated by commas (or semicolons). Once the CSV file has been created, it must be uploaded by copy/pasting the content to the PBX using the Import CSV option, as shown below:

CSV files can be created from many document types, including Excel and Word. CSV files can also be created from scratch (i.e., entering the data directly into Notepad or into the CSV field).

The first step is to determine the parameters you need for a particular account. The parameters required for each account type are given below:

Extension Parameters

Following is a list of parameters that are part of the extension account. When creating CSV files, the only fields required are alias and type. Parameters can be added or removed based on need, and not every extension will necessarily have a value for every parameter you’ve included. In those cases, be sure to retain the comma (,) for that field so that the number of values in each line correlates with the number of parameters in the top line. For example, the first line below shows a missing ANI, and the line following it shows two commas to make provision for this missing field.

type,alias,ani,password,web_pass,first_name,display_name,mb_pin,email_address,mac
extensions,651,,1234,1234,Carl,Clever,1234,cc@abc.com,000BBBCCCDDDE

ParameterDefinitionValue

typeAccount typeextensions

aliasExtension number and alias508 Johnny*

aniANI

passwordSIP password1234

web_passWeb interface password1234

first_nameUser’s first nameJohn

display_nameUser’s last nameSmith

mb_pinUser’s PIN1234

email_addressUser’s mail address

macUser’s MAC IP address000412654788

euseAdministrative Usage Restrictionnone, mailbox, noreg (blank for full feature set)

picomExtensions permitted to barge in509 509 *

profileButton profile for this phone12-button

Sample Syntax

type,alias,ani,password,web_pass,first_name,display_name,mb_pin,email_address,mac
extensions,650,9786501234,1234,1234,Fred,Feuerstein,1234,ff@abc.com,000BBBCCCDDDD
extensions,651,9786511234,1234,1234,Carl,Clever,1234,cc@abc.com,000BBBCCCDDDE

Agent Group Parameters

The parameters for the agent group are as follows (only type and alias are required).

ParameterDefinitionValue

typeAccount typeacds

aliasExtension number of the agent group663

agentsExtension numbers of the agents41 42 43

gap_timeThe number of seconds that the system should wait between each announcement15

jumpExtensions that are permitted to jump out of the agent group41

Sample Syntax

type,alias,agents,gap_time,jump
acds,663,40 41 42,15,*
acds,664,40 41 42,15,40

Hunt Group Parameters

The parameters for the hunt group are as follows (only type and alias are required).

ParameterDefinitionValue

typeAccount typehunts

aliasExtension number of the hunt group account74

displayDisplay name for the hunt grouphunt_74

st1_extExtensions that will be part of stage 140 41

st1_durNumber of seconds the system should ring stage 110

st2_extExtensions that will be part of stage 243 45

st2_durNumber of seconds the system should ring stage 215

st3_ext(for unwanted stages leave empty)

st3_durNumber of seconds the system should ring stage 3

st4_extExtension or phone number for the final stage70

Conference Account Parameters

The parameters for the conference account are as follows (only type and alias are required).

ParameterDefinitionValue

typeAccount typeconferences

aliasThe account number of the conference account.75

lengthThis is the number of digits that are required for the participant's access code.Digits 4-9

nameThis is the name assigned to the conference accountSupport

pinThis is the moderator's access code.123456

typeThe type of conferenceAd-hoc conference or Scheduled conference

Sample Syntax

type,alias,name,intro,pin,upin
conferences,701,Conference Room,tone,123456,000000

Paging Parameters

The parameters for the paging account are as follows (only type and alias are required).

ParameterDefinitionValue

typeAccount typehoots

aliasExtension number of the paging group account74

displayDisplay name for the paging groupFirst floor multicast

extThe extensions that are part of this paging group401 401 403 404 406

permThe extensions that are permitted to place pages from this account404 405 406 480

ipThe multicast IP address assigned to this paging account224.0.0.1:5000

modeThe paging mode assigned to this paging account: unicast or multicastunicast multicast

permThe extensions that are permitted to place pages from this account404 405 406 480

recordDetermines which mode the page will be placed: either in live playback (false) or play recorded message (true) modefalse or true

Sample Syntax

type,alias,display,ext,perm,ip,mode,record
hoots,705,Paging Station,400 401 402 403 404 405 406 407 408 409,*,224.1.1.2:4000,multicast,false

Service Flag Parameters

The parameters for the service flag are as follows (only type and alias are required).

ParameterDefinitionValue

typeAccount typesrvflags

aliasAccount number of the service flag account74

displayUse this field to name the service flag.9 to 5

modeThis field is used to indicate which type of service flag should be used.Automatic, Day/Night

allow_extEnter the extensions that are allowed to change the status of the service flag; separate the extensions by a space.405 406 480

monThis field is used to indicate the times when the service flag should be inactive for Monday.9:00-12:00 13:00-17:00

tueThis field is used to indicate the times when the service flag should be inactive for Tuesday.9:00-12:00 13:00-17:00

wedThis field is used to indicate the times when the service flag should be inactive for Wednesday.9:00-12:00 13:00-17:00

thuThis field is used to indicate the times when the service flag should be inactive for Thursday.9:00-12:00 13:00-17:00

friThis field is used to indicate the times when the service flag should be inactive for Friday.9:00-12:00 13:00-17:00

satThis field is used to indicate the times when the service flag should be inactive for Saturday.9:00-12:00 13:00-17:00

sunThis field is used to indicate the times when the service flag should be inactive for Sunday.9:00-12:00 13:00-17:00

holidayThis field is used to indicate the holidays on which the service flag should be active.12/24 12/25 1/1

Sample Syntax

type,alias,display,mode,allow_ext,mon,tue,wed,thu,fri,sat,sun,holiday
srvflags,74,Night Service Flag,automatic,404 405 480,9:00-12:00 13:00-17:00,9:00-12:00 13:00-17:00,9:00-12:00 13:00-17:00,9:00-12:00 13:00-17:00,9:00-12:00 13:00-17:00,,,12/24 12/25 1/1

Address Book Creation Using CSV

The CSV import for address book creation is shown below:

The parameters for the domain address book are as follows. These parameters allow you to create domain address books with multiple entries. The required fields are first name, last name, and number, and the format must be as follows: first;name;number (use a semicolon as the field separator).You have to copy paste the addressbook parameter lines you want in the above format and paste it in the file name. If there are multiple entries, copy all at once and paste.

ParameterDefinitionValue

firstLast nameSmith

nameFirst nameFred

numberPhone number: The following characters are ignored by the system (although it is permissible to use these characters, they will not appear in the address book):

  • - (hyphen)
  • , (comma)
  •   (space)
  • / (backslash)
  • . (period)

(The plus + sign is permitted when entering global numbers, e.g. +49 (30) 386-12345(978) 543 6545

speedSpeed dial numbers cannot overlap with numbers that are in use as star codes.*12

cmcClient matter code8501

cellCell phone number(617) 399 8147

Sample Address Book Syntax

Cynthia;Smith;9781234567
Bob;Pine;6171234567;*33
Cathy;Chere;9781234567;*34;443322;9782233432
Pat;Rushetta;9781234567;*34;;9784444333