Import users from a CSV list

Click Browse... to select the CSV User List that contains your CIC users and their attributes. If you receive the User CSV Import Errors dialog box, you should correct the errors shown in the CSV list and run the import again. You may continue without resolving any errors by selecting the I want to continue on with these warning-only errors. Click Next to continue.

In most cases you should have your CSV User List completed before you run the Add User Assistant.

Note: The CSV file must be in UTF-8 format. For more information, see CSV files with non-English column headings

Example   

Click Example to view a sample CSV file.

A Microsoft Excel document (CSV User List.xls) and a sample CSV file (CSV User List.csv) are available on the CIC products disc in Additional Files...CSV Lists.

The User CSV file is formatted in two sections; a header section, and a data section. The header is the first row in the file and contains the names of all columns to import. Open a copy of CSV User List.xls in Excel, and enter the information in the appropriate columns for the users you wish to create. The following columns are supported:

User Name (Required): Type a unique user name. That name must be registered as a valid network account and e-mail user account before the user can receive calls on the CIC system.

First Name: Type the user's first name.

Last Name: Type the user's last name.

Display Name: Type the name to display on voicemails and faxes from this user. This information is also used for the Voice-Mail Only messaging account (if Interaction Message Store (Voice Mail Only) was chosen for this CIC server.)

Extension: Type the user’s extension.

DID: Type the user’s Direct Inward Dialing number. This is the number a caller would dial to call this user directly to bypass the autoattendant. Some users may not have a DID.

Password: If you type a user password here, it will be used. If you do not type a user password here, the assistant will automatically generate one that meets the default password policy requirements. You will have an opportunity at the end of the import to view those passwords, and to copy them to a document for distribution. Caution: Keep these passwords confidential by keeping track of the password report presented at the completion.

Network ID: Type the unique identifier for the user's computer workstation. Also include the name of the domain. For example: AcmeDomain\RogerDPC.

Mailbox: Type the e-mail address known by the mail provider. For example, use  an “SMTP:” prefix for SMTP, like SMTP:ictwin@twin.local. Use a "GMAIL:" prefix for Gmail, like GMAIL:user@gmail.com.  

If the mail provider is Interaction Message Store (Voicemail only), no mailbox is needed. Instead, type “FBMC” in this column. The assistant will automatically assign a Voice Mail address.

Roles: Type the role that users should be assigned. It must be one of the following roles:

• Administrator

• Agent

• Billable-Time User

• Business User

• Mobile Office

• Operator

• Supervisor

These roles each have certain associated dialing privileges, such as Long Distance calling and Emergency dialing. See “Default Roles” for more information. IC Setup Assistant automatically assigns the Operator Role to the default Company Operator.

Note: You can add additional roles. IC Setup Assistant will create the role in Directory Services, but no permissions will be assigned to that role. After installation, you can assign the permissions in the Interaction Administrator Roles container.

Workgroups: Type the names of the workgroups the user should belong to. After installation, you can further define the workgroups in the Interaction Administrator Workgroups container. IC Setup Assistant creates a default Company Operator workgroup. All users are automatically assigned to the Company Operator workgroup. You can modify this for each user later in Interaction Administrator.

Station Name: Type the user’s station name. This should be a computer of the user running a CIC client. The assistant uses this information to assign the correct CIC station account (whose name must be identical.)

Example CSV:

Client1,Billy,Smith,Billy Smith,1002,7151002,1234,twinadmin,SMTP:ictwin@twin.local,Agent,MegaSales|MegaMarketing,Guest01,No

When your additions are complete, save the document as a .CSV file type and download it to a secure location on the CIC server. You can open the new .CSV file in any text editor.

For more information, including user attribute descriptions and instructions for importing the CSV User list in Add Users Assistant, see CSV List Import Technical Reference in the PureConnect Documentation Library.

Search Results from a CSV List

Use this page to review the results of your user import. The results are displayed showing User ID, Display Name, Extension, Password and Network ID.

Click Next to import all users in the list.