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2600HZ STEP GUIDE – CSV Onboarding CSV Onboarding is a tool that allows you to enter an exported list (.csv file) of users and (optionally) phone data into the KAZOO environment. This replaces the process of entering the most common data manually when you are first setting up your users. Before you Start Create a .CSV (Comma-Separated Values) export file from your existing phone list. The following fields are used by KAZOO; you can create the same fields or if there are existing field names, map what is imported to the KAZOO names. first_name, last_name, password, email, extension, notification_email, mac_address, brand, family, model NOTES If you want to upload User names only, the fields after extension are not required. Notification_email field is optional for either onboarding option. Double-check the field name and spelling of your phone model. It must match the syntax and capitalization exactly for the import to be successful. Quick Steps Open the CSV Onboarding app. Choose if you want to Add Users only, or Add Users & Devices Drag the .csv file you created into the box and pick Proceed. You will see your imported file. The top row above the drop down fields displays the fields in your .csv file. Using the drop-down fields, select the KAZOO field you want the .csv field to map to. If you have advanced programming knowledge, enter your json payload information for Pick Proceed. The screen will follow your progress. If you want to cancel, close the window. Detailed Steps Activate and open the CSV Onboarding app. Choose whether to onboard Users Only or Users and Devices Adding Users Only You will see the screen below. Check your .csv file to make sure it includes a header row with the fields mentioned. NOTE: If the header is different, you will be able to match/change that in the next step, but the values for the columns must match. Preview your imported fields and its data Once you upload the file, the CSV app will map the fields it recognizes to the account fields and provide you with an account of what is still missing. You will see a preview of the result. What to look for as you review this page: The information box will let you know how many fields are recognized, The "required records mapped" counter to the right will indicate if you have additional records to map before a successful import. The fields displayed above the drop down field options are the fields that were imported from your .csv file. The field names in the drop down are the proposed match to your import file. You will need to verify this is correct. If the field is empty and should map to a required field in the drop down options, you must assign it a value. All required fields must be mapped to one of the columns you have imported so the system will be able to place them in the correct instance. If some fields are empty they will transfer as empty. Make sure to scroll to the right to see all the fields. Map any remaining "missing" fields Your next step is to map the fields you've imported with the fields required by the Account. In this case, the "Contact" field can be mapped to the required "email" field, and the "pwd" field can be mapped to Password. Click on the field to remap, and then click on the account field to match it with in the drop down. Once these are defined, you should see the "Required records mapped" indicator turn to green and all the Required Columns/Headers in the drop down display a green checkmark. The JSON Checkbox At the bottom of the screen near the Proceed button, you will see a checkbox asking if you want to add a JSON config. This is available for advanced programmers who may want to add some custom settings for voicemail boxes, call parking and other feature codes using JSON. If you check the box at the bottom of the screen you will be prompted to add your code into one of 3 different fields: User Settings, Device Settings, or Voicemail Box Settings. Some reference information about these settings is included at the end of this document. You're ready for the Import! Click Proceed You will see a screen like this: If the import process finds an error and cannot import some of your records, you will see a screen similar to below: In this case the error, "email is not unique for this account likely means you already have a user imported that has the same email. If you want to add devices to the already existing user, you will need to go to SmartPBX and add them there. If the import is complete without errors, your screen will look more like this: Importing both Users and Devices If you have a more robust .csv file that includes device details, you can also include them in your import. At the first step, select "Add Users and Devices." At a minimum, you will need the following fields: first_name, last_name, password, email, extension, notification_email, mac_address, brand, family, model The email, extension and mac_address values must be unique, and not already added in the database. The notification field is optional. NOTE: Once imported, you are not able to adjust a device's brand, family, or model information without deleting and recreating a device, so please ensure your information is accurate. From here the process is the same as importing just users. Note you may have to use the scroll button an the bottom of your screen to view all the fields you've submitted for import. Sample .csv file Sample CSV File with Device list added Spreadsheet First Then saved as a .csv file, will look like something like this, commas separating the fields. MAKE SURE THERE ARE NO SPACES! This will block the import. first_name,last_name,login,email,extension,notification_email,mac_address,Phone,Family,Type AUser,One,userone,firstname.lastname@example.org,101,email@example.com,00-15-E9-2B-99-3C,111-22-1231,aaa,111 BUser,Two,usertwo,firstname.lastname@example.org,102,,00-15-E9-2B-99-3D,111-22-1232,bbb,222 CUser,Three,userthree,email@example.com,103,,00-15-E9-2B-99-3E,111-22-1233,aaa,111 DUser,Four,userfour,firstname.lastname@example.org,104,,00-15-E9-2B-99-3F,111-22-1234,bbb,222 EUser,Five,userfive,email@example.com,105,firstname.lastname@example.org,00-15-E9-2B-99-3G,111-22-1235,aaa,111 FUser,Six,usersix,email@example.com,106,,00-15-E9-2B-99-3H,111-22-1236,bbb,222 GUser,Seven,userseven,firstname.lastname@example.org,107,email@example.com,00-15-E9-2B-99-3I,111-22-1237,aaa,111 Starter Template .csv file For starters, you can use this file as a template, provided in our community forums. Frequently Asked Questions Check out our CSV Onboarding FAQ document HERE. JSON Reference links To add your custom JSON payloads, check the box that says "add JSON", and you will see this screen. It shows an added script to assign a voicemail box. For additional reference to the syntax for JSON scripts, check the links below. Devices: https://docs.2600hz.com/supported/applications/crossbar/doc/devices/ Users: https://docs.2600hz.com/supported/applications/crossbar/doc/users/ VoiceMail: https://docs.2600hz.com/supported/applications/crossbar/doc/voicemail/ API Reference Links docs.2600hz.com Devices - Kazoo API Reference REST API Reference for Kazoo Crossbar API docs.2600hz.com Users - Kazoo API Reference REST API Reference for Kazoo Crossbar API docs.2600hz.com Voicemail Boxes - Kazoo API Reference REST API Reference for Kazoo Crossbar API #####
What is CSV Onboarding? CSV Onboarding is a tool that allows you to enter an exported list (.csv file) of users and phone data into the KAZOO environment. This replaces the process of entering the most common data manually when you are first setting up your users. What should my .csv file look like? The CSV Onboarding app looks for a file with the following header fields: first_name, last_name, password, email, extension, notification_email, mac_address, brand, family, model You can choose whether to import Users Only or Users and Devices. If you choose Users Only, your .csv file does not need to include the mac_address, brand, family, and model fields as these describe the device details. If you can control the output of your .csv file, this is the ideal order and syntax. If you cannot edit the headers, you will be given a chance to map your existing headers with the fields used by our app. You must however include header data for the first five fields if you're transferring user data only, and all but the notification_email if you're transferring users and devices. Where do I get / create a .csv file? If you are using an existing PBX system or internal database storing phone numbers some will provide you with a “.csv export” or “export as csv” option for your username listings. If not, it’s best to create one using a spreadsheet and assigning the headers shown above. Once created, you can save the file as a .csv. Once saved, you can import it into the app by simply dragging the file name to the import window. What happens if my .csv file includes names I’ve already entered? If the importing process encounters a duplicate user name, you will see the following error: ???? You will be given the choice to continue or cancel and restart your import. If you continue, the name will not be added, and will be listed in an error document at the end. I've selected my .csv file and picked Proceed, but nothing happens. How do I troubleshoot this? Where is the new user information imported to? The user information will be imported to the account you have logged into when you launched the .CSV app. Can I leave some of the entries blank? Yes. As long as you have a header assigned to the field, empty fields under that header will be imported as blank. What is the JSON Checkbox for? The JSON checkbox enables access to advanced programming tools to add voice mailboxes, additional user information and devices to the bulk transfer. Some common uses include transferring BLF, Call Parking, and Call Restriction attributes for an extension. Where can I get references to the JSON constructs? Devices: https://docs.2600hz.com/supported/applications/crossbar/doc/devices/ Users: https://docs.2600hz.com/supported/applications/crossbar/doc/users/ VoiceMail: https://docs.2600hz.com/supported/applications/crossbar/doc/voicemail/ docs.2600hz.com Devices - Kazoo API Reference REST API Reference for Kazoo Crossbar API docs.2600hz.com Users - Kazoo API Reference REST API Reference for Kazoo Crossbar API docs.2600hz.com Voicemail Boxes - Kazoo API Reference REST API Reference for Kazoo Crossbar API