Concept

When adding a medium or large customer (5 or more seats) to the SkySwitch Platform, there are Bulk Import Tools to make adding the users quick and easy up to 40 users in a spreadsheet at once ! 

When Bulk Importing a customer you MUST import the users prior to importing the devices!

We highly recommend against exporting and re-importing your users to make changes. Doing so will remove answering rules and can cause issues.

Step-by-step guide to Bulk Import Users

  1. Add Domain - In order to Bulk Import Users you need to do so in an existing domain.
  2. Navigate to the Domain in which you want to Bulk Import Users.
  3. Click on the "Users" tab
  4. Click on the "Import" button


  5. Upon clicking the 'Import" button the system will display an Import Users pop up. Click on the "Download Template" button, see below.


  6. When you click "Download Template" the system will download a CSV file to your computer. This file is the template you will need to complete in order to then import your users into the domain. Open the CSV File. The CSV File will open with 21 columns. We will describe each of the columns below:
When you plan on importing users and devices, please make sure to put yes under "add phone extension". Import devices through the Phone Inventory (Hardware) will not automatically create the devices for you. 

Bulk User Import Template Columns Descriptions -

  • Extension - An extension is required for every user in a domain. In the template assign an extension number to each of the users you want to import into the domain.
  • Domain - Add the domain name as it appears exactly in the SkySwitch Platform.  The format is customer.resellerid.service (TelogixPrimary.20083.service). Note: The Domain Name is Case Sensitive.
  • First Name - First Name of the user.
  • Last Name - Last Name of the user.
  • Login - The login name in the template is the username that your customer will enter to access the PBX portal. We strongly suggest that you should edit the default value contained in the downloaded template to remove the domain suffix.

IMPORTANT - The login name in the downloaded template has the following format extension@CustomerFullDomain. It is important that you change this to the format extension@companyname.

EXAMPLE: If the downloaded template shows the login name as 100@TelogixCompany.12345.service, you should change this to 100@TelogixCompany before you import it back into the system.

  • Portal Password - Alphanumeric combination with symbols allowed.  Minimum of one (1) capital letter and one (1) number is required and a minimum length of 8 characters.
  • Email address - This is the email address of the user.
  • Voicemail PIN - This is the initial password you want to apply to the user.  Please read article on Blocked Voicemail PINs to learn more on pins that are not allowed.
  • Department - This is the department to which you want to assign the user. The department is optional and if not used n/a should be placed instead.
  • Vmail Enabled - This is whether you want to enable voicemail for a user or not. Please use "yes" for enabling voicemail and "no" for not enabling the voicemail.
  • Answer Timeout - This, in seconds, is the ring time. The range is from 5 to 1200 seconds, plus Unlimited. The range increments can be found on the "Answering Rules" tab.
  • Timezone - This is the Time Zone of the user. Please be sure to add in the exact format. The different Time Zones can be found on the Users Profile tab.
  • Area Code - This is the area code of the user.
  • Caller ID Number - This is the Caller ID of the user.
  • Caller ID Name - The Caller ID Name of the user.
  • 911 Caller ID - Caller ID for 911 calls.
  • Dial Plan - You will simply enter the domain name in this column, i.e. TelogixPrimary.20083.service.
  • Dial Permission - This is the Dial Permission assigned to the user. You can see the different available Dial Permissions in the Dial Planning area on a user's profile or on the Defaults tab when editing a domain.
  • Audio Directory - A simple "yes" or "no" will set whether a user is announced in the Audio Directory or not.
  • Visual Directory - A simple "yes" or "no" will set whether a user is listed in the Directory or not.
  • Vmail Transcribe - A simple "yes" or "no" will set whether to enable or disable voicemail transcription.
  • Email Vmail - Notification Settings for Voicemail. Can be set to no and changed later for individual users. Options are:
    • no - disabled/none
    • yes - send w/ hyperlink
    • attnew - send w/ attachment (leave as new)
    • atttrash - send w/ attachment (moved to trash)
    • attsave - send w/ attachment (moved to saved)
  • Add Phone Extension - A simple "yes" or "no" will add a phone extension on the user's Phones tab or not.
  • Scope - This column sets the Scope of the user. The different Scopes can be found on a user's profile, Basic User, Office Manager, etc.

7. Once the CSV file has been completed then you will Upload the file by first clicking "Browse" on the on the Import Users pop up and once finding the file, clicking "Open," then lastly clicking on "Upload."

You may import up to 40 rows of users in a spreadsheet at once from the CSV file. 
WARNING:   Updating or overwriting existing users, will reset your answering rules. If you have made custom changes to the users, you may want to edit those manually, instead of using the spreadsheet method, or possibly loose changes.

Step-by-step guide to Bulk Import Devices

When Bulk Importing a customer you MUST import the users prior to importing the devices!

  1. Login to your NDP access at ndp.skyswitch.com.
  2. Mouse over "Configurations" and then "Import/Export" in the navigation bar and click on "Device Export."
  3. Once you click on "Device Export" the system will display an Export pop up. Click on "Export." The system will download to your computer CSV export file. This file can then be used as a template to fill out and import your devices in the desired domain.
  4. Open the CSV Export File. In the file, you will see 14 columns. We will describe each column below.
    • Mac - This is the MAC address of the device.
    • Device Model # - This is the device model number.
    • Server - This column will need to be filled with simply, "SkySwitch."
    • Domain - Add the domain name as it appears exactly in the SkySwitch Platform, format is customer.resellerid.service (TelogixPrimary.20083.service).
    • Columns for Line 1 through 8 - Enter in the extension number that you want to appear on each of the lines. Typically you will have the user's extension number on Line 1 no extensions on the rest. Just leave empty if no extension number is desired on that line.
    • Overrides - You can enter Device Level Overrides in this column. If you have questions on Overrides please refer to this doc, SkySwitch Provisioning Server (NDP).
    • Notes - Add in any notes you would like to appear on the particular device.
  5. Once you have filled out the CSV File completely, then you will Navigate back to Device Import (Mouse over Configurations and then Import/Export, and click on Device Import).

WARNING:  Do not leave pre-existing MAC address in your spreadsheet and import them a 2nd time.  This would create a duplicate listing of the same MAC.  Eliminate any pre-existing MAC information if you have downloaded your existing hardware to use as a template guide.