Importing New Users in Batch
Importing Users from Active Directory
- Click the Import Users button on the Users page.
An Import Users window opens. - Select Microsoft Exchange as the Source Type from the available list of supported formats.
Enter the following information to enable Web Portal to retrieve the user information from your Exchange server:- Server path: This is the path of the server running Active Directory
- Username: This is the username of the account used to retrieve users from Activate Directory
- Password: This is the password of the account used to access Active Directory.
- Press Retrieve Users to retrieve the users from the Active Directory.
- Select which users you want to import by checking the box under the Include field.
- Press OK to start importing the users into the system, or press Close to close the window without importing the users.
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Import Active Directory Users
- Click Import Users. The Import Users window opens.
- Select the Active Directory source from the list of supported sources.
Enter the following information to enable the Web Portal module to retrieve user information from your Exchange server:
- Server Address: This is the email address of the server that is rolling your Active Directory.
- Username: This is the username of the account used to access and retrieve users from the Active Directory.
- Password: This is the password of the account used to access and retrieve users from the Active Directory.
- Tap Import Users to import users from the Active Directory.
- Select the users to import by checking the Include box.
Users whose email address already exists on the virtual assistant system (duplicate) are unchecked and displayed in a different color. You can still choose to import them by checking their Include box. - Press OK to start the user import operation in your company account, or press Close to close the window without importing users.
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Importing Users from a CSV or XML File
- Click the Import Users button on the Users page.
An Import Users window opens. - Select XML or CSV as the Source Type from the available list of supported formats.
- Click on Browse to select the file containing the list of users to import.
- Select which users you want to import using the Include checkbox.
- Press OK to start importing the users, or Cancel to close the window without importing the users.
Preparing the CSV File for Batch User Import
- No field duplication: The fields for a user account must not be duplicated ( they appear only once).
- Exact field name spelling: Make sure that the field names in the file header are spelled exactly as defined in the sample CSV file provided to you. Field names are not case sensitive.
- Required fields must be included: Required user fields are in bold
- UserID is the User's ID field. Set this value to -1 if you want Evatel to automatically assign a new User ID
- Protocol is the protocol used by the user for mail access.
- OWA: Outlook Web Access
- IMAP
- POP3
- MailServer is the address of the mail server. example: http://mailserver.company.com
- UserName is the login username
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Format and sample XML file
XML files are text files that use the XML format to define data fields. An example of an XML file for importing bulk users is described below. Make sure that the following conditions are met:
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Example:
2206
John
Smith
john.smith@mobileforce.com
en
+1 (650) 555 1212
+1 (650) 555 1213
+1 (650) 555 1214
+1 (650) 123 4568
1
mailserver.mobileforce.com
john-smith
-1
Sylvie
Tremblay
stremblay@mobileforce.com
fr
+1 (650) 555 1299
+1 (650) 555 1298
+1 (650) 555 1297
+1 (650) 123 4567
3
pop3.mailserver.com
Sylvie.Tremblay
- No field duplication: The fields for a user account are not duplicated ( they appear only once).
- Exact field name spelling: Make sure that the field names (XML Tags) are spelled exactly as defined in sample XML file provided to you. Field names are not case sensitive.
- Required fields must be included: Required user fields are in bold.
- UserID is the User's ID field. Set this value to -1 if you want Evatel to automatically assign a new User ID
- Protocol is the protocol used by the user for mail access.
- OWA: Outlook Web Access
- IMAP
- POP3
- MailServer is the address of the mail server. example: http://mailserver.company.com
- UserName is the login username
Example:
<User>
<UserID>2206</UserID>
<FirstName>John</FirstName>
<LastName>Smith</LastName>
<Email>john.smith@mobileforce.com</Email>
<Language>en</Language>
<Mobile>+1 (650) 555 1212</Mobile>
<Home>+1 (650) 555 1213</Home>
<Business>+1 (650) 555 1214</Business>
<DID>+1 (650) 123 4568</DID>
<Protocol>1</Protocol>
<MailServer>mailserver.mobileforce.com</MailServer>
<UserName>john-smith</UserName>
</User>
<User>
<UserID>-1</UserID>
<FirstName>Sylvie</FirstName>
<LastName>Tremblay</LastName>
<Email>stremblay@mobileforce.com</Email>
<Language>fr</Language>
<Mobile>+1 (650) 555 1299</Mobile>
<Home>+1 (650) 555 1298</Home>
<Business>+1 (650) 555 1297</Business>
<DID>+1 (650) 123 4567</DID>
<Protocol>3</Protocol>
<MailServer>pop3.mailserver.com</MailServer>
<UserName>Sylvie.Tremblay</UserName>
</User>
Format et exemple de fichiers CSV
_EN_StartCSV files are text files that use the CSV format to define data fields. An example of a CSV file to import bulk users is described below.
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Example:
UserID,FirstName,LastName,Email,Language,Mobile,Home,Business,DID,Protocol,MailServer,UserName
2206,John,Smith,john.smith@mobileforce.com,en,+1 (650) 555 1212,+1 (650) 555 1213,+1 (650) 555 1214,+1 (650) 123 4568,1,mailserver.mobileforce.com,john-smith
-1,Sylvie,Tremblay,stremblay@mobileforce.com,fr,+1 (650) 555 1299,+1 (650) 555 1298,+1 (650) 555 1297,+1 (650) 123 4567,3,pop3.mailserver.com,Sylvie.Tremblay
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