Users from CSV-File
Import your users from external systems via CSV
Connector Profile "Users from CSV"
Name
Profile name
Type
Select the import option for the CSV file: Default: Upload in Browser Fetch from url
Encoding of the CSV File
Select the CSV file format. We recommend using UTF-8.
Delimiter
Select the separating character which separates the CSV fields.
Line Separator
If the CSV file is generated under Windows opposed to Mac / Linux, the line ending will be signified differently.
Field Enclosure
We recommend enclosing individual fields inside specific characaters, e.g. "Max Muster"
After saving, the template can be modified according to requirements under the Basic Data tab.
Basic Data
Under Basic Data, you can more exactly configure the CSV import or change your recently configured CSV import settings.
Title
Connector profile name (Automatically filled)
Source
CSV (cannot be altered)
Mode
Create and update records. Remove missing records from previous imports.: (default setting) Imports only new phone book entries and compares updated entries, old entries will be removed. Create and update records: Imports only new phone book entries and compares updated entries. No entries will be removed.
Type
If you selected Upload in Browser when setting up your template: Upload manually If you selected Fetch from URL when setting up your template: Download from URL
CSV File
If you selected "Upload in Browser", the file can be directly uploaded here.
CSV File URL
If you selected "Fetch from url", the file path URL can be entered here.
Delimiter
The separating character which separates the CSV fields. (Automatically filled)
File Format
Specifies the CSV file format. (Automatically filled)
Line Separator
Specifies under which Operating System the CSV file was generated. (Automatically filled)
Field Enclosure
Specifies whether and which field enclosures are used in the CSV file. (Automatically filled
Comments
Can be used as a documentation / description box for the connector profile.
Pre Filter
Per default, the template will import all lines from the CSV file. Via the Pre Filter tab, it is possible to restrict the import to specific values, e.g. the column displayname is not empty. In the code, replace "return true" with the following code snippet:
User Fields from CSV
In the Variables tab, all the fields which can be imported into your PASCOM cloud phone system are listed. The field mapping from CSV > PASCOM can also be modified to match your needs under this tab. Per default, the CSV column names correspond to the field names within the PASCOM PBX.
An example for a CSV file:
Test and Activate Import Process
Once you are finished with your configuration, you can test your setup using the Save and simulate button and see which data sets will be imported. Once satisfied with the test results, you can now either run the import as a one-off via Action > Import Now or as an automated regular import using the Automate button.
Optional Modifications
Do you want to make changes to source variables or the Connector structure? Then follow the links below to the appropriate instructions:
Assign IP-Telephones
It is possible to directly assign IP telephones to users via the CSV import.
If you wish to assign the user a PASCOM softphone, then no further variables need to be added to the PASCOM Connector.
Assign IP telephone via MAC address:
In your CSV file, add the columns "phonemac" and "phoneip", in which you can then enter the MAC and IP addresses of the desired IP telephones.
This will automatically assign the imported users with the corresponding IP telephones.
Last updated
Was this helpful?