Modify users in Control Hub with the CSV template

Before you begin

If users are set up with Webex Calling, see Configure and manage your Webex Calling users.

If you have more than one CSV file for your organization, upload one file, and once that task has completed, upload the next file.

You can’t delete users or change the status of a user with the CSV template. To manage the status of a user, see User statuses and actions in Control Hub.

Some spreadsheet editors remove the + sign from cells when the CSV file is opened. We recommend using a text editor to make updates to the CSV file. If you use a spreadsheet editor, make sure to set the cell format to text, and add back any + signs that were removed.

If you automatically send welcome emails, click Next.

Click Export to download the file. You can edit the downloaded file (exported_users.csv) in any of the following ways:

To modify existing users, you can update any column except User ID/Email (Required), User Status, Directory Number, and Direct Line. For example, if you change User ID/Email, this creates a new user.

To modify a user's Location, enter a new location, or type REMOVE in the Location cell. This assigns the user to the default location.
You cannot modify the Location for Webex Calling users in the CSV file. See Configure and manage your Webex Calling users.
Do not attempt to change User Status in the CSV file.

To assign a location, enter the the name in the Location column. If you leave this field blank, the user is assigned to the default location.
To assign a service, add TRUE in that service's column, and to exclude a service, add FALSE.
When you have multiple subscriptions, you can use the subscription ID in the column header to identify the service you want to add. For example, if you have two subscriptions with the same service, you can specify a service from a specific subscription to apply to the user.

Enter a value in the Calling Behavior column if you want to change the way calls happen for specific users. You can enter one of the following options and see Set up Calling Behavior for Webex for more information on each setting:

USE_ORG_SETTINGS—Enter this string to use the organization-wide setting.
NATIVE_WEBEX_TEAMS_CALLING—Enter this string to use the Calling in Webex option.
NATIVE_SIP_CALL_TO_UCM—Enter this string to use the Calling in Webex (Unified CM) option. You can then also assign a Calling Behavior UC Manager Profile. The UC manager profile lets you specify a voice services domain for the user. For example, if you have a Teams Profile with domain calling.example.com, you can enter the profile name, and then that domain is applied to the Webex Teams user's Phone Services. A blank value indicates not to make any changes to the user.
NATIVE_SIP_CALL_TO_UCM_W_USER_EMAIL_DOMAIN—Enter this string to use the Calling in Webex (Unified CM) option and use the user's email domain for Phone Services instead of assigning a Calling Behavior UC Manager Profile.
CALL_WITH_APP_REGISTERED_FOR_WEBEXCALLTEL—Enter this string to use the Webex Calling app option.
CALL_WITH_APP_REGISTERED_FOR_CISCOTEL—Enter this string to use the Cisco Jabber app option.
CALL_WITH_APP_REGISTERED_FOR_TEL—Enter this string to use the Third-Party app option.

(Recommended) Delete any columns that you did not modify, except First Name, Last Name, and User ID/Email(Required).

Columns that you remove from the file do not have any chance of altering data. This measure protects you from inadvertently modifying users' services. All columns except User ID/Email are optional. User ID/Email is a read-only column and is used to identify the user who will be modified.

In a future update, admins will be able to set specific user attribute columns as required for users in their organization. Those required columns must be filled out for new users. Existing users won't be affected unless their licenses are modified after the update.

After you save the CSV file, click Import, select the file you made changes to, and then click Open.

Choose either Add services only or Add and remove services, and click Submit.

The CSV file is uploaded and your task is created. You can close the browser or this window and your task continues to run. To review the progress of your task, see Manage tasks in Webex Control Hub.

If you don't suppress admin invite emails, new users receive activation emails.