Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents
minLevel1
maxLevel6
outlinefalse
stylenone
typelist
printablefalse

Bulk Handler manages the bulk export or import of extensions, DIDs, user manager users, user manager groups, and contacts. You can export any of these as a CSV file. You can also upload a CSV file to save time versus having to enter each item individually. The module provides required/recommended headers for your CSV files.

...

  1. Click the Export button at the top if it is not already selected. (Dark background = selected)

    Image Removedimage2022-11-15_10-59-46.jpgImage Added

  2. Click the tab for the type of information you want to export.
    In our example we'll export Extensions.

    Image Removedimage2022-11-15_11-0-31.jpgImage Added

  3. Click the Export button near "CSV File." Your browser will download a .csv file that you can open in a spreadsheet application.

...

Import a CSV File

Tip

Tip

Perform an export first, if you would like to see all of the available headers and edit the file from there. You can also create a CSV file from scratch. The "Import" section will show you the minimum required/recommended headers.

  1. Click the Import button at the top if it is not already selected. (Dark blue background = selected)

  2. Image Removedimage2022-11-15_11-4-3.jpgImage Added

    Click the tab for the type of information you want to import. In our example, we'll be importing extensions, but the general process below applies to any kind of import.

    Image Removedimage2022-11-15_11-0-31 (1).jpgImage Added
  3. If you are creating a CSV file from scratch, note the Required/Recommended Headers:

If you are importing...

Required/Recommended Headers

Extensions

...

extension

...

(Extension),

...


name

...

(Name),

...


description

...

(Description),

...


tech

...

(Device

...

Technology),

...


secret

...

(Secret

...

[Enter

...

"REGEN"

...

to

...

regenerate]),

...


callwaiting_enable

...

(Call

...

Waiting

...

Enabled:

...

ENABLED

...

to

...

enable,

...

blank

...

to

...

disable),

...


findmefollow_enabled

...

(Follow

...

Me

...

Enabled

...

[Blank

...

to

...

disable]),

...


findmefollow_grplist

...

(Follow

...

Me

...

List),

...


voicemail_enable

...

(Voicemail

...

Enable

...

[Blank

...

to

...

disable]),

...


voicemail_vmpwd

...

(Voicemail

...

Password),

...


voicemail_email

...

(Voicemail

...

E-Mail),

...


voicemail_options

...

(Voicemail

...

Options

...

is

...

a

...

pipe-delimited

...

list

...

of

...

options.

...

Example:

...

attach=no|delete=no),

DIDs

...

description

...

(Description),

...


extension

...

(Incoming

...

DID),

...


cidnum

...

(Caller

...

ID

...

Number),

...


destination

...

(The

...

context,

...

extension,

...

priority

...

to

...

go

...

to

...

when

...

this

...

DID

...

is

...

matched.

...

Example:

...

app-daynight,0,1),

...


fax_enable

...

(Fax

...

Enabled),

...


fax_detection

...

(Type

...

of

...

fax

...

detection

...

to

...

use

...

(e.g.

...

SIP

...

or

...

DAHDI)),

...


fax_detectionwait

...

(How

...

long

...

to

...

wait

...

and

...

try

...

to

...

detect

...

fax),

...


fax_destination

...

(Where

...

to

...

send

...

the

...

faxes),

User Manager Users

...

username

...

(Login

...

Name),

...

password

...

(Password

...

-

...

plaintext),

...


default_extension

...

(Primary

...

Linked

...

Extension),

...


description

...

(Description),

...


fname

...

(First

...

Name),

...


lname

...

(Last

...

Name),

...


displayname

...

(Display

...

Name),

User Manager Groups

...

groupname

...

(Group

...

Name),

...


description

...

(Description),

Contacts

...

groupname

...

(Name

...

of

...

group

...

for

...

contact.

...

If

...

group

...

does

...

not

...

exist,

...

it

...

will

...

be

...

created.),

...


grouptype

...

(Type

...

of

...

group

...

for

...

contact.),

...


displayname

...

(Display

...

Name),

...


fname

...

(First

...

Name),

...


lname

...

(Last

...

Name),

...

title

...

(Title),

...


company

...

(Company),

...


address

...

(Address),

...


userman_username

...

(User

...

Manager

...

username

...

this

...

contact

...

should

...

point

...

to.

...

Internal

...

contacts

...

only.),

...

phone_1_number

...

(Phone

...

number.

...

External

...

contacts

...

only.),

...


phone_1_type

...

(Type

...

of

...

phone

...

number.

...

External

...

contacts

...

only.),

...


phone_1_extension

...

(Extension.

...

External

...

contacts

...

only.),

...


phone_1_flags

...

(Comma-delimited

...

list

...

of

...

flags.

...

(Example:

...

sms,fax)

...

External

...

contacts

...

only.),

...


phone_2_number

...

(Phone

...

number.

...

External

...

contacts

...

only.),

...


phone_2_type

...

(Type

...

of

...

phone

...

number.

...

External

...

contacts

...

only.),

...


phone_2_extension

...

(Extension.

...

External

...

contacts

...

only.),

...


phone_2_flags

...

(Comma-delimited

...

list

...

of

...

flags.

...

(Example:

...

sms,fax)

...

External

...

contacts

...

only.),

...


phone_3_number

...

(Phone

...

number.

...

External

...

contacts

...

only.),

...


phone_3_type

...

(Type

...

of

...

phone

...

number.

...

External

...

contacts

...

only.),

...


phone_3_extension

...

(Extension.

...

External

...

contacts

...

only.),

...


phone_3_flags

...

(Comma-delimited

...

list

...

of

...

flags.

...

(Example:

...

sms,fax)

...

External

...

contacts

...

only.),

...


email_1

...

(E-mail

...

address.

...

External

...

contacts

...

only.),

...


email_2

...

(E-mail

...

address.

...

External

...

contacts

...

only.),

...


email_3

...

(E-mail

...

address.

...

External

...

contacts

...

only.),

  1. Click the Browse button.

...

  1. browse.jpgImage Added

...

  1. Select your .csv file from your computer. Your selected filename will appear next to the browse button.

...

  1. extensions-import.jpgImage Added

  2.  Click the Submit button at the bottom. You're not done yet -- this will take you to a data validation page. 

...

  1. submit.jpgImage Added

  2. At the top, use the Yes/No toggle button to indicate whether you want to replace and update all of your existing data with the contents from the CSV file.

...

  1. yes-no.jpgImage Added
  2. The contents of your CSV file are displayed in the table, but only a few main headers are shown.

...

  1. table.jpgImage Added

  2.  Optional: You can edit the details of each item at this time before completing the import. You will be able to edit all headers, not just the ones shown in the table.

    1. Click the edit

...

    1. button(blue star) for any item you want to edit.

...


    1. A window will pop up for this item. Note that you can scroll in the window to see all fields.

...

    1. edit-pop-up.jpgImage Added

    2. Click the Close button if you are not making any changes. Otherwise, make your changes in the appropriate fields and click the Save changes button.

  1. Wait while the import is performed. The status bar near the top will show the progress of your import. The rows of the table will also turn green as each item is imported.

...

  1. green-finished.jpgImage Added

     

  2. Click the Finished button when done.

...

  1. finished-button.jpgImage Added

  2. Click the Apply Config button.

...

  1. apply-config.jpgImage Added