INFORMATION. Howto - Importing devices from a comma-separated value (.csv) file

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1 Article ID: Last Review: October 19, 2011 Howto - Importing devices from a comma-separated value (.csv) file INFORMATION If you have a 3300 ICP, 5000, or Axxess telephone system, you can import devices to YourSite Explorer using comma-separated value (.csv) files. The following device types are currently supported for use with the YourSite Explorer.csv import tool: employees, employee groups, employee divisions, agents, agent groups, queues, queue groups, extensions, extension groups, extension divisions, trunks, trunk groups, DNIS, DNIS groups,account Codes, Make Busy Reason Codes, Do Not Disturb Reason Codes, and teams. A.csv file is used for the digital storage of data structured in a table of lists form, where each associated item (member) in a group is in association with others also separated by the commas or tabs of its set. There are two ways to create.csv files: Notepad or Microsoft Excel. We recommend making.csv files in Excel, as adding and editing a large of entries at once using auto-fill functions is much simpler and more convenient than using Notepad. Alternatively, you can also import tabbed delimited text files created in Excel. Tabbed delimited text files are almost identical to.csv files, but use tabs to differentiate data fields instead of commas. NOTE: When creating.csv files, you must save the file as either a.csv or.txt file. Simply renaming an Excel file or changing a file type extension to.csv will not work and you will be unable to import device data into YourSite Explorer. The following images provide two examples of how.csv files can be formatted. The following figures display Microsoft Excel.csv formatting and Notepad.csv formatting. Both.csv examples contain the following data: first name, last name, agentlogin ID, and media. NOTE: To import configuration options that display in the YourSite Explorer grid view as a checkbox, you must enter True or False as the field data. Microsoft Excel.csv formatting example Notepad.csv formatting example FIELDS REQUIRED FOR SUCCESSFUL.CSV IMPORTS The following table details the fields that are required in order to successfully import devices into YourSite Explorer using a.csv file. NOTE: Data must be entered in.csv files using the exact order detailed in the table below. Failure to import data in the order specified will result in import errors. Mandatory device fields for.csv imports Device Mandatory fields Optional fields

2 Employees First name, lastfull time, name, middle name, employee ID address, ( suffix, realtime ) license, nickname, resiliency license activated, scheduling license, site, password, is a supervisor, username, supervisor, is active, security role, preferred printer, print locally, use employee for report distribution, fax, hire date, birth date, Employee groups employee group ID ( ) business phone, contact phone, contact relationship, contact name, country, ZIP or postal code, street address, city, state, or province, pager, phone Employee divisions Failover media

3 Agents Agents groups Queue groups Extensions Extension groups Extension divisions Trunks Trunk groups, employee, is active First name, lastfailover media name, agent, login ID, media employee, is active Failover media, is, media active Extension type, failover media, media, realtime license, is active, cost this extension, notes, is general business hotdesking, media Media, do not cost calls, carrier plan, intra switch DNIS Short abandon, service level,, media carrier plan, call type, call rate DNIS groups Account Codes Use as

4 Make Busy Reason Codes Do Not Disturb Reason Codes Teams classification code IMPORTING A RANGE OF DEVICES USING A.CSV FILE NOTE: Before you attempt to import a device using a.csv file, ensure - - The.csv file contains data for all of the fields required to save a device in YourSite Explorer as detailed in the following table. If a device requires a dependency to be specified, for example specifying a media is required in order to save an agent, the dependency must already exist in YourSite Explorer. The Import Wizard cannot create new dependencies and will fail if the dependency does not already exist in the database. To import a range of devices using a.csv file; In YourSite Explorer, under Devices, click the name of the device you will add using a.csv file. Click Import. After Select file type, specify whether the.csv file uses Comma separated values or Tab separated values. After Select file, click Browse and specify the location of the.csv file. Under Options, specify how the Import Wizard will handle duplicate items. If duplicates are found: > Overwrite entries if duplicates are found will use the.csv file as the master and overwrite duplicate entries in the YourSite database with data in the.csv file. > Skip duplicate entries during import will retain data configured in YourSite Explorer as the master and import any new data entries from the.csv file into the YourSite database. > Do not import if duplicates are found will scan the.csv and YourSite database for duplicates. If duplicates are found in either the.csv or the YourSite database, the import is cancelled and no data is imported to the YourSite database Click Next. On the Field Mappings window, map the fields in the Available columns list to the Selected columns list using the arrow buttons, so they appear in the same order as they do in your.csv file. Click Next. When the import has completed, click Finish. NOTE: If the import fails, the Import Wizard will notify you of whether the YourSite database or.csv file contained the duplicate(s) and which row(s) of the.csv file contained the error(s) that

5 resulted in the failure. Fixing these errors will allow devices to be successfully imported. APPLIES TO CCM 5.X Keywords: importing.csv YSE configuration Last Modified By: kmiddlemiss, Thursday, October 20, Saturday, May 12, 2018

Employee User s Guide

Employee User s Guide INTRODUCTION The instructions and information contained in this document outline the steps necessary to use the ivisitor application. This guide is designed to help facilitate your