Bulk Creation of Accounts Using CSV Files

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
Parameter Definition Value
type Account type extensions
alias Extension number and alias 508 Johnny*
ani ANI
password SIP password 1234
web_pass Web interface password 1234
first_name User’s first name John
display_name User’s last name Smith
mb_pin User’s PIN 1234
email_address User’s mail address
mac User’s MAC IP address 000412654788
euse Administrative Usage Restriction none, mailbox, noreg (blank for full feature set)
picom Extensions permitted to barge in 509 509 *
profile Button profile for this phone 12-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).

Parameter Definition Value
type Account type acds
alias Extension number of the agent group 663
agents Extension numbers of the agents 41 42 43
gap_time The number of seconds that the system should wait between each announcement 15
jump Extensions that are permitted to jump out of the agent group 41

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).

Parameter Definition Value
type Account type hunts
alias Extension number of the hunt group account 74
display Display name for the hunt group hunt_74
st1_ext Extensions that will be part of stage 1 40 41
st1_dur Number of seconds the system should ring stage 1 10
st2_ext Extensions that will be part of stage 2 43 45
st2_dur Number of seconds the system should ring stage 2 15
st3_ext (for unwanted stages leave empty)
st3_dur Number of seconds the system should ring stage 3
st4_ext Extension or phone number for the final stage 70

Conference Account Parameters

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

Parameter Definition Value
type Account type conferences
alias The account number of the conference account. 75
length This is the number of digits that are required for the participant's access code. Digits 4-9
name This is the name assigned to the conference account Support
pin This is the moderator's access code. 123456
type The type of conference Ad-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).

Parameter Definition Value
type Account type hoots
alias Extension number of the paging group account 74
display Display name for the paging group First floor multicast
ext The extensions that are part of this paging group 401 401 403 404 406
perm The extensions that are permitted to place pages from this account 404 405 406 480
ip The multicast IP address assigned to this paging account 224.0.0.1:5000
mode The paging mode assigned to this paging account: unicast or multicast unicast multicast
perm The extensions that are permitted to place pages from this account 404 405 406 480
record Determines which mode the page will be placed: either in live playback (false) or play recorded message (true) mode false 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).

Parameter Definition Value
type Account type srvflags
alias Account number of the service flag account 74
display Use this field to name the service flag. 9 to 5
mode This field is used to indicate which type of service flag should be used. Automatic, Day/Night
allow_ext Enter the extensions that are allowed to change the status of the service flag; separate the extensions by a space. 405 406 480
mon This field is used to indicate the times when the service flag should be inactive for Monday. 9:00-12:00 13:00-17:00
tue This field is used to indicate the times when the service flag should be inactive for Tuesday. 9:00-12:00 13:00-17:00
wed This field is used to indicate the times when the service flag should be inactive for Wednesday. 9:00-12:00 13:00-17:00
thu This field is used to indicate the times when the service flag should be inactive for Thursday. 9:00-12:00 13:00-17:00
fri This field is used to indicate the times when the service flag should be inactive for Friday. 9:00-12:00 13:00-17:00
sat This field is used to indicate the times when the service flag should be inactive for Saturday. 9:00-12:00 13:00-17:00
sun This field is used to indicate the times when the service flag should be inactive for Sunday. 9:00-12:00 13:00-17:00
holiday This 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
cell Cell 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