Importing Users and Phones into a Domain

Access to manage the domain

Ability to add new users

List of users and phone to import

Any application that will allow you to edit and save CSV files

Navigate to the Users tab of the domain you are trying to edit and click on Import

Go ahead and click on Download Template

This will download the excel template needed to properly import users

Fill out each column as follows

Extension - Extension of the user

Domain - Leave as default

First Name - First name of the user

Last Name - Last name of the user

Login - ext@domainname

Email Address - Email address of the user

Voicemail Pin - Change to default VM Pin

Department - Change to desired user department if departments are being set up on the domain

Vmail enabled - leave it as yes if the user is going to have VM

Answer Time - Change to user's desired ring time

Timezone - Leave as domain default

Caller ID - Leave as default unless the user will have a different outbound CID

911 Caller ID - Leave as default unless it is set to the incorrect E911 number

Dial Plan - Do not change as if it is different from the domain's dial plan the user will not be able to make calls

Audio Directory - Leave as yes if users will be included in AA Audio Directory

Visual Directory - Leave as yes if you would like the extension to appear as a BLF

Email_Transcription - Leave as yes if the user would like voicemails to be transcribed and emailed to them

Add Phone - Mark as yes if the users if going to have a phone

Scope - Type out the Scope of the user exactly as it shows in the portal ex: Office Manager, Basic User, etc.

Repeat the above steps as many times as needed

Make sure to the excel sheet as a .CSV file as the PBX will not accept other file types

Now that the excel sheet is set up go back to the domain

Click on Import

Now click on Browse and navigate to the directory of the excel sheet

Now go ahead and click Upload and the users will now be imported into the domain

Navigate to the Phone Hardware tab under the Inventory

Now click on Import

Click on Download Template

Now with the template downloaded we can start adding the phones

Fill out the columns as follows:

Mac - The Mac address located on the back of the phone

Model - The model of the phone (ex: Yealink SIP-T46S, Polycom VVX411, Grandstream GXP-2135)

Server - If you're a WLP, change core1-atl to your server, if not go ahead and leave it alone

Line 1 - Add the extension of the user this phone will be registered to

Repeat the above steps as needed

Save the excel sheet as a .CSV file as the PBX will not accept other file types

Go back to Import on the phone hardware tab

Click on Browse and navigate to the directory of the excel sheet

Hit Upload and now you're all set!