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Manage user calling data
In this article
Feedback?You can bulk manage user calling data with bulk inserts or updates for user features. Administrators can import or export features with a CSV file.
Overview
If you have numerous user calling data to add, the Bulk manage user calling data option is convenient, and the CSV support reduces effort for deployment and migration.
You can export more than 1000 records data in a zip file format. The zip file contains a single CSV with all the data and multiple files less than 1000 records. You can import data which is less than 1000 records to CSV, as importing is limited to 1000 records. The files less than 1000 records are generated that further allow administrators to quickly import any updates.
Every user calling data created in the Control Hub requires populating a wizard with many parameters and the CSV support streamlines the process.
The following functionalities are some of the features being supported:
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Monitoring
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Push to Talk
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Receptionist Client
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Outbound Calling Auth Codes
Bulk manage user calling data
To bulk manage user calling data:
| 1 |
Sign in to Control Hub. |
| 2 |
Go to , and then scroll to Manage User Calling Data. |
| 3 |
Click Manage User Calling Data. |
| 4 |
Select a location from the drop-down list to download data for user calling data on that location, or select all locations to download data for all user calling data. The All Locations option in the drop-down list is disabled when your organization has more than 1000 calling users. It’s recommended you export data per location. |
| 5 |
(Optional) Click Download Data to select the specific user-calling features you want to include in the download. You need to select at least one feature to proceed, but selecting more features leads to a longer download time. The download data option to select specific user data is applicable only for User Feature CSVs. |
| 6 |
(Optional) Click Download .csv template to verify that your CSV file is properly formatted, and ensure to fill in the required information. |
| 7 |
Add or edit the first and last name, phone number, and so on, and upload the updated CSV file. |
| 8 |
Click View Import history/tasks to view the status of your CSV import and to indicate whether you've encountered any errors. The Error.csv file is generated in real time and is independent of the completion of the downloads. |
Prepare your CSV
Consider these pointers when using the CSV file to import or export user data:
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User Email is the only mandatory field that you must enter and the other fields are optional.
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When preparing your CSV, don’t remove columns and headers. But, you can clear values from columns that you don’t wish to modify. These blank cells in CSV during import mean "no change."
| Column | Description | Supported Values |
User Feature |
|---|---|---|---|
| User Email | Enter the email ID of the user. | Example: san@yahoo.com Character length: 1-30 |
By Default |
| Voicemail Enabled | Select the voicemail enabled menu extension. | TRUE, FALSE |
Voicemail |
| Send All Calls to VM | Select the send all calls to the VM menu extension. | TRUE, FALSE |
Voicemail |
| Send Busy Calls to VM | Select the send busy calls to the VM menu extension. | TRUE, FALSE |
Voicemail |
| Send Unanswered Calls to VM | Select the send unanswered calls to the VM menu extension. | TRUE, FALSE |
Voicemail |
| Number Of Rings Before Sending Unanswered Calls to VM | Enter the number of rings before sending unanswered calls to VM. | Example: 3 Range: 2-20 |
Voicemail |
| New Voicemail Notification Enabled | Select the new voicemail notification enabled menu extension. | TRUE, FALSE |
Voicemail |
| New Voicemail Notification Destination | Enter the new voicemail notification destination. | Example: san@yahoo.com Character length: 1-30 |
Voicemail |
| Message Storage Type | Select the message storage type. | INTERNAL, EXTERNAL |
Voicemail |
| Message Storage Internal Mailbox New Message Indicator | Select the message storage internal mailbox new message indicator. | TRUE, FALSE |
Voicemail |
| Message Storage External Mailbox Email | Enter the email ID for the message storage external mailbox. | Example: san@yahoo.com Character length: 1-30 Only applicable for EXTERNAL type |
Voicemail |
| Transfer To Number Enabled | Select the transfer to number. | TRUE, FALSE |
Voicemail |
| Transfer To Number Destination | Enter the transfer to number destination. |
Example: 19095550000. Character length: 1-23 |
Voicemail |
| Email Copy Of Message Enabled | Select the email copy of the message. | TRUE, FALSE |
Voicemail |
| Email Copy Of Message Email Id | Enter the email ID for the email copy of the message. | Example: san@yahoo.com Character length: 1-30 |
Voicemail |
| Fax Messaging Enabled | Select the fax messaging option. | TRUE, FALSE |
Voicemail |
| Fax Messaging Phone Number | Enter the fax messaging phone number. | Example: 19095550000. Character length: 1-23 |
Voicemail |
| Fax Messaging Extension | Enter the fax messaging extension. | Example: 93670. Character length: 1-23 |
Voicemail |
| Call Forwarding Always Enabled | Select the call forwarding always enabled option. | TRUE, FALSE |
Call Forwarding |
| Call Forwarding Always Phone Number | Enter the call forwarding always phone number. | Example: 19095550000. Character length: 1-23 |
Call Forwarding |
| Call Forwarding Always Play Tone Enabled | Select the call forwarding always play tone-enabled option. | TRUE, FALSE |
Call Forwarding |
| Call Forwarding Always Send To Voicemail Enabled | Select the call forwarding always send to voicemail enabled option. | TRUE, FALSE |
Call Forwarding |
| Call Forwarding Busy Enabled | Select the call forwarding busy option. | TRUE, FALSE |
Call Forwarding |
| Call Forwarding Busy Phone Number | Enter the call forwarding busy phone number. | Example: 19095550000. Character length: 1-23 |
Call Forwarding |
| Call Forwarding Busy Send To Voicemail Enabled | Select the call forwarding busy send option. | TRUE, FALSE |
Call Forwarding |
| Call Forwarding No Answer Enabled | Select the call forwarding busy send option. | TRUE, FALSE |
Call Forwarding |
| Call Forwarding No Answer Phone Number | Enter the call forwarding no answer phone number. | Example: 19095550000. Character length: 1-23 |
Call Forwarding |
| Call Forwarding No Answer Send To Voicemail Enabled | Select the call forwarding no answer send to voicemail enabled option. | TRUE, FALSE |
Call Forwarding |
| Call Forwarding No Answer Number Of Rings | Enter the call forwarding no answer number of rings. | Example: 11 Character length: 1-23 |
Call Forwarding |
| Business Continuity Enabled | Select the business continuity option. | TRUE, FALSE |
Call Forwarding |
| Business Continuity Phone Number | Enter the business continuity phone number. | Example: 19095550000. Character length: 1-23 |
Call Forwarding |
| Business Continuity Send To Voicemail Enabled | Select the business continuity send to voicemail enabled option. | TRUE, FALSE |
Call Forwarding |
| Call Waiting Enabled | Select the call waiting enabled option. | TRUE, FALSE |
Call Waiting |
| External Caller ID Number | Enter the external caller ID phone number in E164 format. | Example: +19095550000. Character length: 1-23 |
Caller ID |
| Caller ID First Name | Enter the caller ID first name. | Example: San. Character length: 1-23 |
Caller ID |
| Caller ID Last Name | Enter the caller ID last name. | Example: Tway. Character length: 1-23 |
Caller ID |
| External Caller ID Name Policy | Select the external caller ID name policy. |
DIRECT_LINE, LOCATION, OTHER |
Caller ID |
| Custom External Caller ID Name | Enter the caller ID name. |
Example: SanT. Character length: 1-23 |
Caller ID |
| Block Caller ID for Forwarded Calls | Select the block caller ID for forwarded calls. |
TRUE, FALSE |
Caller ID |
| Emergency Call Back Number Type | Enter the emergency call-back number type. |
LOCATION_MEMBER_NUMBER, LOCATION_ECBN, DIRECT_LINE |
Emergency Call Back |
| Emergency Call Back Number | Enter the emergency call-back number. |
User Email, Place Name, Virtual Line - UUID |
Emergency Call Back |
| Ring Devices For Click To Dial Calls Enabled | Select the ring devices for click to dial calls enabled. | TRUE, FALSE |
Applications |
| Ring Devices For Group Page Enabled | Select the ring devices for group page option. | TRUE, FALSE |
Applications |
| Ring Devices For Call Park Enabled | Select the ring devices for call park option. | TRUE, FALSE |
Applications |
| Desktop Client Enabled | Select the desktop client option. | TRUE, FALSE |
Applications |
| Mobile Client Enabled | Select the mobile client option. | TRUE, FALSE |
Applications |
| Tablet Client Enabled | Select the tablet client option. | TRUE, FALSE |
Applications |
| Desktop Browser Enabled | Select the desktop browser option. | TRUE, FALSE |
Applications |
| Barge In Enabled | Select the barge in option. | TRUE, FALSE |
Barge In |
| Barge In Tone Enabled | Select the barge in tone option. | TRUE, FALSE |
Barge In |
| Call Intercept Enabled | Select the call intercept option. | TRUE, FALSE |
Call Intercept |
| Call Intercept Incoming Call Type | Select the call intercept incoming call option. | INTERCEPT_ALL, ALLOW_ALL |
Call Intercept |
| Call Intercept Incoming Call Voicemail Enabled | Select the call intercept incoming call voicemail option. | TRUE, FALSE |
Call Intercept |
| Call Intercept Incoming Call New Phone Number Announcement Enabled | Select the call intercept incoming call new phone number announcement option. |
TRUE, FALSE |
Call Intercept |
| Call Intercept Incoming Call New Phone Number Announcement Destination | Enter the call intercept incoming call new phone number announcement destination option. |
Example: 19095550000. Character length: 1-23 |
Call Intercept |
| Call Intercept Incoming Call New Phone Number Announcement Zero Transfer Enabled | Select the call intercept incoming call new phone number announcement zero transfer option. |
TRUE, FALSE |
Call Intercept |
| Call Intercept Incoming Call New Phone Number Announcement Zero Transfer Destination | Enter the call intercept incoming call new phone number announcement zero transfer destination option. | Example: 19095550000. Character length: 1-23 |
Call Intercept |
| Call Intercept Outgoing Call Type | Select the call intercept outgoing call option. |
INTERCEPT_ALL, ALLOW_LOCAL_ONLY |
Call Intercept |
| Call Intercept Outgoing Call Transferred Enabled | Select the call intercept outgoing call transferred option. |
TRUE, FALSE |
Call Intercept |
| Call Intercept Outgoing Call Transferred Phone Number | Enter the call intercept outgoing call transferred phone number option. |
Example: 19095550000. Character length: 1-23 |
Call Intercept |
| Incoming Calls Enabled | Select the incoming calls option. |
TRUE, FALSE |
Incoming Calls |
| Incoming Calls Internal Calls Enabled | Select the incoming internal calls option. | TRUE, FALSE |
Incoming Calls |
| Incoming Calls Collect Calls Enabled | Select the incoming collect calls option. | TRUE, FALSE |
Incoming Calls |
| Incoming Calls Transfer Types | Select the incoming transfer type option. |
ALLOW_ALL_EXTERNAL, ALLOW_ONLY_TRANSFERRED_EXTERNAL, BLOCK_ALL_EXTERNAL |
Incoming Calls |
|
Outgoing Calls Enabled (*) |
Select the outgoing calls option. | TRUE, FALSE |
Outgoing Calls |
| Outgoing Calls Internal Action | Select the outgoing calls internal action option. | ALLOW, AUTH_CODE, BLOCK, TRANSFER_NUMBER_1, TRANSFER_NUMBER_2, TRANSFER_NUMBER_3 |
Outgoing Calls |
| Outgoing Calls Internal Transfer Enabled | Select the outgoing calls internal transfer option. | TRUE, FALSE |
Outgoing Calls |
| Outgoing Calls Toll Free Action | Select the outgoing calls toll free action option. | ALLOW, AUTH_CODE, BLOCK, TRANSFER_NUMBER_1, TRANSFER_NUMBER_2, TRANSFER_NUMBER_3 |
Outgoing Calls |
| Outgoing Calls Toll Free Transfer Enabled | Select the outgoing calls toll free transfer option. | TRUE, FALSE |
Outgoing Calls |
| Outgoing Calls Long-Distance Action | Select the outgoing calls long-distance action. | ALLOW, AUTH_CODE, BLOCK, TRANSFER_NUMBER_1, TRANSFER_NUMBER_2, TRANSFER_NUMBER_3 |
Outgoing Calls |
| Outgoing Calls Long-Distance Transfer Enabled | Select the outgoing calls long-distance transfer option. | TRUE, FALSE |
Outgoing Calls |
| Outgoing Calls International Action | Select the outgoing calls international action. | ALLOW, AUTH_CODE, BLOCK, TRANSFER_NUMBER_1, TRANSFER_NUMBER_2, TRANSFER_NUMBER_3 |
Outgoing Calls |
| Outgoing Calls International Transfer Enabled | Select the outgoing calls international transfer option. | TRUE, FALSE |
Outgoing Calls |
| Outgoing Calls National Action | Select the outgoing calls national action. | ALLOW, AUTH_CODE, BLOCK, TRANSFER_NUMBER_1, TRANSFER_NUMBER_2, TRANSFER_NUMBER_3 |
Outgoing Calls |
| Outgoing Calls National Transfer Enabled | Select the Outgoing calls national transfer action. | TRUE, FALSE |
Outgoing Calls |
| Outgoing Calls Operator Assistance Action | Select the Outgoing calls operator assistance action. | ALLOW, AUTH_CODE, BLOCK, TRANSFER_NUMBER_1, TRANSFER_NUMBER_2, TRANSFER_NUMBER_3 |
Outgoing Calls |
| Outgoing Calls Operator Assistance Transfer Enabled | Select theOutgoing calls operator assistance transfer action. | TRUE, FALSE |
Outgoing Calls |
| Outgoing Calls Chargeable Directory Assistance Action | Select the Outgoing calls chargeable directory assistance action. | ALLOW, AUTH_CODE, BLOCK, TRANSFER_NUMBER_1, TRANSFER_NUMBER_2, TRANSFER_NUMBER_3 |
Outgoing Calls |
| Outgoing Calls Chargeable Directory Assistance Transfer Enabled | Select the Outgoing calls chargeable directory assistance transfer action. | TRUE, FALSE |
Outgoing Calls |
| Outgoing Calls Special Services I Action | Select the Outgoing calls special services action. | ALLOW, AUTH_CODE, BLOCK, TRANSFER_NUMBER_1, TRANSFER_NUMBER_2, TRANSFER_NUMBER_3 |
Outgoing Calls |
| Outgoing Calls Special Services I Transfer Enabled | Select the Outgoing calls special services transfer action. | TRUE, FALSE |
Outgoing Calls |
| Outgoing Calls Special Services II Action | Select the Outgoing calls special services action. | ALLOW, AUTH_CODE, BLOCK, TRANSFER_NUMBER_1, TRANSFER_NUMBER_2, TRANSFER_NUMBER_3 |
Outgoing Calls |
| Outgoing Calls Special Services II Transfer Enabled | Select the Outgoing calls special services transfer action. | TRUE, FALSE |
Outgoing Calls |
| Outgoing Calls Premium Services I Action | Select the Outgoing calls premium services action. | ALLOW, AUTH_CODE, BLOCK, TRANSFER_NUMBER_1, TRANSFER_NUMBER_2, TRANSFER_NUMBER_3 |
Outgoing Calls |
| Outgoing Calls Premium Services I Transfer Enabled | Select the Outgoing calls premium services transfer action. | TRUE, FALSE |
Outgoing Calls |
| Outgoing Calls Premium Services II Action | Select the outgoing calls premium services action. | ALLOW, AUTH_CODE, BLOCK, TRANSFER_NUMBER_1, TRANSFER_NUMBER_2, TRANSFER_NUMBER_3 |
Outgoing Calls |
| Outgoing Calls Premium Services II Transfer Enabled | Select the outgoing calls premium services transfer action. | TRUE, FALSE |
Outgoing Calls |
| Outgoing Calls Authorization Code Action | Select the outgoing calls authorization code action. | ADD, REMOVE, REPLACE |
Outgoing Call Auth Codes |
| Outgoing Calls Authorization Code Level | Enter the outgoing call authorization code level. | CUSTOM, LOCATION |
Outgoing Call Auth Codes |
| Outgoing Calls Authorization Code Name | Enter the outgoing calls authorization code name. | Example: San. Character length: 1-23 |
Outgoing Call Auth Codes |
| Outgoing Calls Authorization Code Value | Enter the outgoing calls authorization code value. | Example: 19095550000. Character length: 1-23 |
Outgoing Call Auth Codes |
| Outgoing Calls Transfer Number | Enter the outgoing calls transfer number. | Example: 19095550000. Character length: 1-23 |
Auto-transfer Number |
| Outgoing Calls Permission By Type Source |
Specifies the source of the call type. |
LOCATION_ONLY CUSTOM_ONLY |
Outgoing Calls |
| Outgoing Calls Authorization Code Source |
Specifies the source of the authorization code. |
LOCATION_AND_CUSTOM CUSTOM_ONLY |
Outgoing Call Auth Codes |
| Outgoing Calls Transfer Number Source |
Specifies the source of the transfer number. |
LOCATION_ONLY CUSTOM_ONLY |
Auto-transfer Number |
|
Outgoing Calls Digit Pattern Source |
Specifies the source of the digit patterns for the user. |
LOCATION_AND_CUSTOM CUSTOM_ONLY |
Outgoing call digit pattern permissions |
|
Outgoing Calls Digit Pattern Action |
Select the outgoing calls digit pattern action. |
ADD, REMOVE, REPLACE |
Outgoing call digit pattern permissions |
|
Outgoing Calls Digit Pattern Name |
Enter the outgoing calls digit pattern name |
Example: Test. Character length: 1-50 |
Outgoing call digit pattern permissions |
|
Outgoing Calls Digit Pattern Pattern |
Enter the outgoing calls digit pattern |
Example: 4XXXX. Character length: 1-50 |
Outgoing call digit pattern permissions |
|
Outgoing Calls Digit Pattern Permission |
Select the outgoing calls digit pattern permission. |
ALLOW, BLOCK, AUTH_CODE, TRANSFER_NUMBER_1, TRANSFER_NUMBER_2, TRANSFER_NUMBER_3 |
Outgoing call digit pattern permissions |
|
Outgoing Calls Digit Pattern Allow Transfer |
Select the outgoing calls digit pattern redirection action. |
TRUE, FALSE |
Outgoing call digit pattern permissions |
| Compression | Select the compression type. | ON, OFF |
Compression Options |
| Executive type | Select the executive type. |
UNASSIGNED, EXECUTIVE, EXECUTIVE_ASSISTANT |
Executive Assistant |
| Call Recording Enabled | Select the call recording type. | TRUE, FALSE |
Call Recording |
| Call Recording Type | Select the call recording type. | ALWAYS, NEVER, OnDEMAND |
Call Recording |
| Call Recording Start Stop Announcement Enabled | Select the call recording start stop announcement option. | TRUE, FALSE |
Call Recording |
| Call Recording Voicemail Enabled | Select the call recording voicemail option. | TRUE, FALSE |
Call Recording |
| Call Recording Notification Enabled | Select the call recording notification option. | TRUE, FALSE |
Call Recording |
| Call Recording Notification Type | Select the call recording notification type option. | Play Announcement, Beep |
Call Recording |
| Call Recording Reminder Tone Enabled | Select the call recording reminder tone option. | TRUE, FALSE |
Call Recording |
| Call Recording Reminder Tone Interval | Select the call recording reminder tone interval option. | TRUE, FALSE |
Call Recording |
|
Hot desk sign in using voice portal |
Enable the Hot desk sign in using the voice portal |
TRUE, FALSE |
Hot Desking |
| Hoteling Enabled | Select the hoteling enabled option. | TRUE, FALSE |
Hoteling |
| Monitoring Enabled | Select the monitoring enabled option. | TRUE, FALSE |
Monitoring |
| Monitored Line Action | Select the monitoring line action option. | ADD, REMOVE, REPLACE |
Monitoring |
| Monitored Line / Call Park Extension | Enter the monitoring line or call park extension option. | Example: 19095550000. Character length: 1-23 |
Monitoring |
| Monitored Call Park Extension Location | Enter the monitoring call park extension location option. | Example: Connecticut. Character length: 1-23 This is applicable only if you’ve provided the CALL_PARK_EXTENSION |
Monitoring |
| Privacy Auto Attendant Extension Dialing Enabled | Select the privacy auto attendant extension dialing option. | TRUE, FALSE |
Privacy |
| Privacy Auto Attendant Name Dialing Enabled | Select the privacy auto attendant name dialing option. | TRUE, FALSE |
Privacy |
| Privacy Selective Line Status Sharing Enabled | Select the privacy selective line status sharing option. | TRUE, FALSE |
Privacy |
| Privacy User Action | Select the privacy user action option. | ADD, REMOVE, REPLACE |
Privacy |
| Privacy User ID | Enter the privacy user ID option. | Example: 19095550000. Character length: 1-23 |
Privacy |
| Push To Talk Access Type | Select the push to talk access type option. | ALLOW_USERS, BLOCK_USERS |
Push To Talk |
| Push To Talk Connection Type | Select the push to talk connection type option. | ONE_WAY, TWO_WAY |
Push To Talk |
| Push To Talk User Action | Select the push to talk user action option. | ADD, REMOVE, REPLACE |
Push To Talk |
| Push To Talk User ID | Enter the push to talk user ID. | Example: 19095550000. Character length: 1-23 |
Push To Talk |
| Receptionist Client Enabled | Select the receptionist client option. | TRUE, FALSE |
Receptionist |
| Attendant Console User Action | Select the attendant console user action option. | ADD, REMOVE, REPLACE |
Attendant Console |
| Attendant Console User | Enter the attendant console user option. | Example: 19095550000. Character length: 1-23 |
Attendant Console |
| Announcement Language | Select the announcement language. | The values are based on the partner's language preferences |
Announcement Language |
| Alternate Numbers Action | Enter the alternate numbers action. | Example: 19095550000. Character length: 1-23 |
Alternative Numbers |
| Alternate Numbers Phone Number | Enter the alternate numbers phone number. | Example: 19095550000. Character length: 1-23 |
Alternative Numbers |
| Alternate Numbers Extension | Enter the alternate numbers extension. | Example: 93671. Character length: 1-23 |
Alternative Numbers |
| Alternate Numbers Ring Pattern | Select the alternate numbers ring pattern. | NORMAL, LONG_LONG |
Alternative Numbers |
| MOH Active | Select to activate Music on Hold. | TRUE, FALSE |
Music on Hold |
| MOH Announcement Type | Select the Music on Hold announcement type option. | DEFAULT, CUSTOM |
Music on Hold |
| MOH Announcement Name | Select an announcement Name for Music on Hold option |
Music on Hold | |
| MOH Announcement Media Type | Select the media type | Example: WAV, WMA, and so on |
Music on Hold |
| MOH Announcement Level | Select the level that the announcement applies | Example: ORGANIZATION, LOCATION |
Music on Hold |
| Direct Line Selectable For External Caller ID |
Enable to show the user's phone number in the caller ID selection list. Disable if you've already entered the user's phone number in the External Caller ID Number column or don't want to show. | TRUE, FALSE |
Caller ID |
| Location Number Selectable For External Caller ID |
Enable to show the location's main number in the caller ID selection list. Disable if you've already entered the location's main number in the External Caller ID Number column or don't want to show. | TRUE, FALSE |
Caller ID |
| Custom External Caller ID Number | Enter the custom external caller ID phone number in E164 format. | Example: +19095550000. Character length: 1-23 |
Caller ID |
Outgoing Calls Enabled (*)
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For export:
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If Outgoing Calls Enabled isn't set, the source columns are configured with different category controls (LOCATION_ONLY or LOCATION_AND_CUSTOM or CUSTOM_ONLY).
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If Outgoing Calls Enabled is set, the source columns are all aligned with the Outgoing Calls Enabled value.
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