Known limitations and requirements

  • Before uploading your call pickup CSV, make sure to read Bulk provisioning Webex Calling elements using CSV to understand the CSV conventions.

  • You can either export your current call pickup groups, which allows you to add, delete, or modify your existing data set, or you can export a sample set of call pickup groups. Once modified, the file can be uploaded through the bulk features.

  • It is important to know the mandatory and optional columns, and information that you’ll need to provide when filling out the CSV template. The specific fields for the call pickup CSV are found in the table below.

  • The maximum amount of rows is 10,000 (not including the header).


    The maximum amount of rows applies to both the import and export. If the data for the call pickup groups you’ve selected to export exceeds the maximum (more than 10,000 rows for each CSV), you will receive a zipped file with multiple CSV files included.

  • A call pickup group can have users and/or workspaces. These are referred to as agents. If you're adding or editing a user, enter the user’s email address. For workspaces, enter the workspace name.


    A user or workspace can only be assigned to one call pickup. A call pickup can only have users from the same location.

  • Each row can hold a maximum of 50 agents. See Add or edit more than 50 agents at a time, for more information.

Use this table to see what fields are mandatory or optional, and what you’ll need to determine when adding or editing call pickup groups in bulk.

Column

Mandatory or optional

Description

Supported values

Name

Mandatory

Enter the name of the of the call pickup group. Call pickup group names within the same location need to be uniquely identifiable. If the call pickup groups are in a different locations, they can have the same name.

Example: San Jose Call Pickup

Character length: 1-30

Location

Mandatory

Enter the location to assign this call pickup group.

Example: San Jose


 

Location must be on the Locations tab in Control Hub.

Agent Action

Optional*


 

*If you specify any agents, this field is mandatory.

Enter ADD to add the agents you list in this row. Enter REMOVE to remove this agents you list in the row.

If you enter REPLACE, you will remove all previously entered agents and replace with the agents you are adding in this row only.

ADD, REMOVE, REPLACE

Agent1 ID,

Agent2 ID…

Agent50 ID

Optional

Enter the agents you’d like to assign to the call pickup group. Agents can be users or workspaces. For users, enter the user’s email address. For workspaces, enter the workspace name.

Example: test@example.com

Character length: 1-161

Each row can hold a maximum of 50 agents. To add or edit more than 50 agents, using the CSV file, follow these steps.

1

Enter the 50 agents that you’d like to add or edit on the first row for the call pickup you’re adding or editing.

2

On the next row, you only have to enter information in the following columns to add or edit additional agents:

  • Name—Enter the same name as the row above to add or edit more agents.

  • Location—Enter the same location as the row above to add or edit more agents.

  • Agent Action—Enter ADD to add the agents you list in this row. Enter REMOVE to remove the agents you list in this row.


     

    If you enter REPLACE, you will remove all previously entered agents and replace with the agents you are adding in this row only.

  • Agent1, Agent2, etc.—Enter the user’s email or workspace name that you’d like to add, remove, or replace.

You can leave all other columns blank.

3

Continue to do this until you have added all of the agents you need to add or edit.

To add call pickup groups in bulk, you’ll simply download and fill out a blank CSV template.

1

From the customer view in https://admin.webex.com, go to Services, and choose Calling > Features.

2

Click Call Pickup > Bulk Manage.

3

Select a location for the call pickup group you'd like to add.

4

Click Download .csv template.

5

Fill out the spreadsheet.

6

Upload the CSV file by dragging and dropping or clicking Choose a file.

7

Click Upload.

When successfully uploaded, you can click See Tasks Page for details to view the status of the changes.

To modify call pickup groups in bulk, you’ll simply download the current CSV data and make the necessary changes to the spreadsheet.

1

From the customer view in https://admin.webex.com, go to Services, and choose Calling > Features.

2

Click Call Pickup > Bulk Manage.

3

Select a location for the call pickup group you’d like to modify.

4

Click Download data.


 

If the data for the call pickup group you’ve selected exceeds the maximum (more than 10,000 rows for each CSV), you will receive a zipped file with multiple CSV files included.

5

Make the necessary changes to the spreadsheet.

6

Upload the modified CSV file by dragging and dropping or clicking Choose a file.

7

Click Upload.

When successfully uploaded, you can click See Tasks Page for details to view the status of the changes.