Bulk Importing New Users

Administrators can now import bulk contacts using the CSV import button.  Use the downloadable template to build a list of users or employ business tools like Microsoft, Google, CRMs, and helpdesk.  Once imported, AVOXI will create users with a predetermined license, extension number, and role.  This time-saving feature is easy to use and helps ensure the efficient management of new user accounts. 

Use the below step-by-step guides to get started:

Importing users using a CSV file

CSV files (comma-separated values) are plain-text files that make it easier to index and organize large amounts of data/contacts, which can then be easily imported into a spreadsheet.  Administrators can use a CSV file to export contact/user information from any CRM tool and upload it within their AVOXI contact center platform.  

NOTE: When importing your contacts, we recommend you have 100 or fewer users.

Creating a CSV Import File

Below is the template that will be used to bulk import users into your AVOXI platform:

First Name
Last Name
License
Extension
Email Address
Role
Data Center
Bob
Hawkins
Enterprise
1000
bob@company.com
Agent
US
Andrew
Davis
Enterprise
1001
drew@company.com
Supervisor
BR
Barbara
Kingston
Enterprise
1002
barb@company.com
Admin
UK
  • First Name: First name of the user.
  • Last Name: Last name of the user.
  • License: License type for the user.  There are only 3 options: Contact, Enterprise, and Unassigned.  Note: Please only assign licenses that are available for assignment.  For example, if a user assigns an Enterprise license when none are available, there will be an error. 
  • ExtensionThe extension number of the user.  Extensions must be unique. 
  • Email: The business email of the user.
  • Role: The role of the user.  The accepted roles are Admin, Supervisor, Agent, Billing Admin, Inbound Agent, Limited Agent, Supervisor, and any custom roles previously created.
  • Data Center: A two letter code for the data center the user will be assigned. Example: 'US' for the US East data center. Access the list of data centers here

User Import Template

To download the template in excel format, please use User Import Template.

A reminder that users downloading this template must save the excel file as a CSV format to import into your AVOXI platform.  The steps are as follows:

  1. Open the Import file.  This can be done through spreadsheet software such as Microsoft Excel or Google Sheets but can also be done in TextEdit (Mac) or Notepad (Windows).
  2. Select File.
  3. Click Save As.
  4. Rename the file if you prefer, then select.  CSV (Comma delimited.)
  5. Click Save.

Importing New Users 

  • Log in as an Administrator.
  • Select the "Users" section located on the left-hand navigator.
  • On the Users Manage tab select the "Import" button on the top right.
  • Upload your CVS file by simply dragging and dropping the file or selecting upload.
  • When complete, select the "Import Now" button.


  • Once the file has been uploaded, you will automatically receive one of two pop-up notifications:
    • Successful - Confirming all users were imported successfully. Click "Finish" to complete your import.
    • Unsuccessful - You will see a pop-up notifying you that some users failed to upload correctly; these can be viewed, downloaded, and use in the available link. 
    • CSV UPLOAD ERRORS:
      • Make sure your file is a CSV file and not a spreadsheet.
      • The header row can not have punctuation in it.
      • No cells in your spreadsheet can contain paragraphs.
      • Check if your email column is missing emails.
      • Ensure email addresses have been entered correctly.
      • Ensure the  Role has been assigned to the user
      • Check the extension has no letters in it.
      • Ensure the Data Center fields have the two letter code for the data center the user will be assigned. 
  • Once you have corrected any errors, you can upload your sheet using the same steps listed above.
  • Note:  If you upload the same CSV file twice, your contacts will NOT duplicate.




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Updated:

February 20th, 2024

Author:

Louise Ross

Updated By:

Curtis Foster

KB ID:

724240

Page Views:

2673

Tags:

csv file error, failed user upload, bulk , user import, bulk user import, mass add, import users, user population

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