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Import a CSV User list in Add Users Assistant in Interaction Administrator

The section describes how to import a CSV User list in Add Users Assistant post-installation in the Users container in Interaction Administrator. For more information about Interaction Administrator, see the Interaction Administrator documentation.

  1. Click the Users container, right-click in the right pane, and then click User Assistant and Worksheet….

    AUAStart

    The Welcome page of the Add Users Assistant wizard appears.

  2. Click Search for new users and then click Next. The Search Options page appears.

    AUA2nd

  3. Click Import users from a CSV user list and then click Next. The Import Users from a CSV User List page appears.

  4. If you have not already done so, download the CSV user list file to a secure location on the CIC Server.

  5. Click Browse...

  6. Locate your CSV file on the CIC Server and select it. The path and file name appear in the CSV File box.

  7. Click Next. If the wizard encounters errors while parsing the CSV file, a warning message appears.

  8. To view the status and description of the errors, click Errors.

    • Warning error: Add Users Assistant cannot verify one or more values. You can continue with the import, but some of those values won't import.

    • Severe error: Add Users Assistant detects no columns in the file or it couldn't open the file. You cannot continue with the import.

  1. Correct the errors in the CSV file and then click Next to continue with the import. The Set Extensions for IC User Accounts page appears.

  1. Do one of the following:

    • To create user extensions automatically, click Automatically assign each user's extension, starting with the specified value and then specify the starting extension number.

    • To skip the assignment and use the imported extensions, click I want to skip the automatic assignment of user extensions.

  1. Click Next. The Set Passwords for IC User Accounts page appears.

Note: For security reasons, Genesys recommends that you use the Set Password feature after the user import; however, you can choose to assign a single password for each new user.

  1. Click Next. The Preview Import Results page appears.

  1. Review the results of the imported CSV user list and then click Next. The Completing the Add Users Assistant page appears.

  2. Click Finish. The User Worksheet appears, which allows you to add more users, modify user attributes, or delete users.

  1. To add, modify, or delete a user, do the following:

    • To add a user, type the user attributes in a blank row in the data grid.

    • To modify a user, type over the text in the cell of the user attribute to modify.

    • To delete a user, click the user row and then, in the toolbar, click the Delete icon.

  1. Save your changes and close the worksheet.

Note: You can also run the Add Users Assistant again.