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.

Exporting more than 1000 records export the 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:

  • Monitoring

  • Push to Talk

  • Receptionist Client

  • Outbound Calling Auth Codes

To bulk manage user calling data:

1

Sign in to Control Hub.

2

Go to Services > Calling > Service Settings, 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.note.

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 to be included in the download.

Atleast one feature must be selected to proceed but more the features selected 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, making sure 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 indicating whether you've encountered any errors.

The Error.csv file is generated in real time and is independent of the completion of the downloads.

User Email is the only mandatory field that you must enter and the other fields are optional.

Never remove columns and header from the CSV file when preparing. But, you can clear values from columns you don’t wish to modify and the blank cells in CSV during import means "no change".

ColumnDescriptionSupported Values

User Feature

User EmailEnter the email ID of the user.Example: san@yahoo.com Character length: 1-30

By Default

Voicemail EnabledSelect the voicemail enabled menu extension.TRUE, FALSE

Voicemail

Send All Calls to VMSelect the send all calls to the VM menu extension.TRUE, FALSE

Voicemail

Send Busy Calls to VMSelect the send busy calls to the VM menu extension.TRUE, FALSE

Voicemail

Send Unanswered Calls to VMSelect the send unanswered calls to the VM menu extension.TRUE, FALSE

Voicemail

Number Of Rings Before Sending Unanswered Calls to VMEnter the number of rings before sending unanswered calls to VM.Example: 3 Range: 2-20

Voicemail

New Voicemail Notification EnabledSelect the new voicemail notification enabled menu extension.TRUE, FALSE

Voicemail

New Voicemail Notification DestinationEnter the new voicemail notification destination.Example: san@yahoo.com Character length: 1-30

Voicemail

Message Storage TypeSelect the message storage type.INTERNAL, EXTERNAL

Voicemail

Message Storage Internal Mailbox New Message IndicatorSelect the message storage internal mailbox new message indicator.TRUE, FALSE

Voicemail

Message Storage External Mailbox EmailEnter 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 EnabledSelect 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 EnabledSelect the email copy of the message.TRUE, FALSE

Voicemail

Email Copy Of Message Email IdEnter the email ID for the email copy of the message.Example: san@yahoo.com Character length: 1-30

Voicemail

Fax Messaging EnabledSelect the fax messaging option.TRUE, FALSE

Voicemail

Fax Messaging Phone NumberEnter the fax messaging phone number.Example: 19095550000. Character length: 1-23

Voicemail

Fax Messaging ExtensionEnter the fax messaging extension.Example: 93670. Character length: 1-23

Voicemail

Call Forwarding Always EnabledSelect the call forwarding always enabled option.TRUE, FALSE

Call Forwarding

Call Forwarding Always Phone NumberEnter the call forwarding always phone number.Example: 19095550000. Character length: 1-23

Call Forwarding

Call Forwarding Always Play Tone EnabledSelect the call forwarding always play tone-enabled option.TRUE, FALSE

Call Forwarding

Call Forwarding Always Send To Voicemail EnabledSelect the call forwarding always send to voicemail enabled option.TRUE, FALSE

Call Forwarding

Call Forwarding Busy EnabledSelect the call forwarding busy option.TRUE, FALSE

Call Forwarding

Call Forwarding Busy Phone NumberEnter the call forwarding busy phone number.Example: 19095550000. Character length: 1-23

Call Forwarding

Call Forwarding Busy Send To Voicemail EnabledSelect the call forwarding busy send option.TRUE, FALSE

Call Forwarding

Call Forwarding No Answer EnabledSelect the call forwarding busy send option.TRUE, FALSE

Call Forwarding

Call Forwarding No Answer Phone NumberEnter the call forwarding no answer phone number.Example: 19095550000. Character length: 1-23

Call Forwarding

Call Forwarding No Answer Send To Voicemail EnabledSelect the call forwarding no answer send to voicemail enabled option.TRUE, FALSE

Call Forwarding

Call Forwarding No Answer Number Of RingsEnter the call forwarding no answer number of rings.Example: 11 Character length: 1-23

Call Forwarding

Business Continuity EnabledSelect the business continuity option.TRUE, FALSE

Call Forwarding

Business Continuity Phone NumberEnter the business continuity phone number.Example: 19095550000. Character length: 1-23

Call Forwarding

Business Continuity Send To Voicemail EnabledSelect the business continuity send to voicemail enabled option.TRUE, FALSE

Call Forwarding

Call Waiting EnabledSelect the call waiting enabled option.TRUE, FALSE

Call Waiting

External Caller ID NumberEnter the external caller ID phone number in E164 format.Example: +19095550000. Character length: 1-23

Caller ID

Caller ID First NameEnter the caller ID first name.Example: San. Character length: 1-23

Caller ID

Caller ID Last NameEnter the caller ID last name.Example: Tway. Character length: 1-23

Caller ID

External Caller ID Name PolicySelect the external caller ID name policy.INTERCEPT_ALL, ALLOW_ALL

Caller ID

Custom External Caller ID NameEnter the caller ID name.Example: SanT. Character length: 1-23

Caller ID

Block Caller ID for Forwarded CallsSelect the block caller ID for forwarded calls.TRUE, FALSE

Caller ID

Emergency Call Back Number TypeEnter the emergency call-back number type.LOCATION_MEMBER_NUMBER, LOCATION_ECBN, DIRECT_LINE

Emergency Call Back

Emergency Call Back NumberEnter the emergency call-back number.User Email, Place Name, Virtual Line - UUID

Emergency Call Back

Ring Devices For Click To Dial Calls EnabledSelect the ring devices for click to dial calls enabled.TRUE, FALSE

Applications

Ring Devices For Group Page EnabledSelect the ring devices for group page option.TRUE, FALSE

Applications

Ring Devices For Call Park EnabledSelect the ring devices for call park option.TRUE, FALSE

Applications

Desktop Client EnabledSelect the desktop client option.TRUE, FALSE

Applications

Mobile Client EnabledSelect the mobile client option.TRUE, FALSE

Applications

Tablet Client EnabledSelect the tablet client option.TRUE, FALSE

Applications

Desktop Browser EnabledSelect the desktop browser option.TRUE, FALSE

Applications

Barge In EnabledSelect the barge in option.TRUE, FALSE

Barge In

Barge In Tone EnabledSelect the barge in tone option.TRUE, FALSE

Barge In

Call Intercept EnabledSelect the call intercept option.TRUE, FALSE

Call Intercept

Call Intercept Incoming Call TypeSelect the call intercept incoming call option.INTERCEPT_ALL, ALLOW_ALL

Call Intercept

Call Intercept Incoming Call Voicemail EnabledSelect the call intercept incoming call voicemail option.TRUE, FALSE

Call Intercept

Call Intercept Incoming Call New Phone Number Announcement EnabledSelect the call intercept incoming call new phone number announcement option.TRUE, FALSE

Call Intercept

Call Intercept Incoming Call New Phone Number Announcement DestinationEnter 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 EnabledSelect 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 DestinationEnter 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 TypeSelect the call intercept outgoing call option.INTERCEPT_ALL, ALLOW_LOCAL_ALL

Call Intercept

Call Intercept Outgoing Call Transferred EnabledSelect the call intercept outgoing call transferred option.TRUE, FALSE

Call Intercept

Call Intercept Outgoing Call Transferred Phone NumberEnter the call intercept outgoing call transferred phone number option.Example: 19095550000. Character length: 1-23

Call Intercept

Incoming Calls EnabledSelect the incoming calls option.TRUE, FALSE

Incoming Calls

Incoming Calls Internal Calls EnabledSelect the incoming internal calls option.TRUE, FALSE

Incoming Calls

Incoming Calls Collect Calls EnabledSelect the incoming collect calls option.TRUE, FALSE

Incoming Calls

Incoming Calls Transfer TypesSelect 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 ActionSelect 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 EnabledSelect the outgoing calls internal transfer option.TRUE, FALSE

Outgoing Calls

Outgoing Calls Toll Free ActionSelect 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 EnabledSelect the outgoing calls toll free transfer option.TRUE, FALSE

Outgoing Calls

Outgoing Calls Long-Distance ActionSelect 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 EnabledSelect the outgoing calls long-distance transfer option.TRUE, FALSE

Outgoing Calls

Outgoing Calls International ActionSelect the outgoing calls international action.ALLOW, AUTH_CODE, BLOCK, TRANSFER_NUMBER_1, TRANSFER_NUMBER_2, TRANSFER_NUMBER_3

Outgoing Calls

Outgoing Calls International Transfer EnabledSelect the outgoing calls international transfer option.TRUE, FALSE

Outgoing Calls

Outgoing Calls National ActionSelect the outgoing calls national action.ALLOW, AUTH_CODE, BLOCK, TRANSFER_NUMBER_1, TRANSFER_NUMBER_2, TRANSFER_NUMBER_3

Outgoing Calls

Outgoing Calls National Transfer EnabledSelect the outgoing calls national transfer action.TRUE, FALSE

Outgoing Calls

Outgoing Calls Operator Assistance ActionSelect 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 EnabledSelect the outgoing calls operator assistance transfer action.TRUE, FALSE

Outgoing Calls

Outgoing Calls Chargeable Directory Assistance ActionSelect 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 EnabledSelect the outgoing calls chargeable directory assistance transfer action.TRUE, FALSE

Outgoing Calls

Outgoing Calls Special Services I ActionSelect 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 EnabledSelect the outgoing calls special services transfer action.TRUE, FALSE

Outgoing Calls

Outgoing Calls Special Services II ActionSelect 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 EnabledSelect the outgoing calls special services transfer action.TRUE, FALSE

Outgoing Calls

Outgoing Calls Premium Services I ActionSelect 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 EnabledSelect the outgoing calls premium services transfer action.TRUE, FALSE

Outgoing Calls

Outgoing Calls Premium Services II ActionSelect 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 EnabledSelect the outgoing calls premium services transfer action.TRUE, FALSE

Outgoing Calls

Outgoing Calls Authorization Code ActionSelect the outgoing calls authorization code action.ADD, REMOVE, REPLACE

Outgoing Call Auth Codes

Outgoing Calls Authorization Code LevelEnter the outgoing call authorization code level.CUSTOM, LOCATION

Outgoing Call Auth Codes

Outgoing Calls Authorization Code NameEnter the outgoing calls authorization code name.Example: San. Character length: 1-23

Outgoing Call Auth Codes

Outgoing Calls Authorization Code ValueEnter the outgoing calls authorization code value.Example: 19095550000. Character length: 1-23

Outgoing Call Auth Codes

Outgoing Calls Transfer NumberEnter 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

CompressionSelect the compression type.ON, OFF

Compression Options

Executive typeSelect the executive type.

UNASSIGNED,

EXECUTIVE,

EXECUTIVE_ASSISTANT

Executive Assistant

Call Recording EnabledSelect the call recording type.TRUE, FALSE

Call Recording

Call Recording TypeSelect the call recording type.ALWAYS, NEVER, OnDEMAND

Call Recording

Call Recording Start Stop Announcement EnabledSelect the call recording start stop announcement option.TRUE, FALSE

Call Recording

Call Recording Voicemail EnabledSelect the call recording voicemail option.TRUE, FALSE

Call Recording

Call Recording Notification EnabledSelect the call recording notification option.TRUE, FALSE

Call Recording

Call Recording Notification TypeSelect the call recording notification type option.Play Announcement, Beep

Call Recording

Call Recording Reminder Tone EnabledSelect the call recording reminder tone option.TRUE, FALSE

Call Recording

Call Recording Reminder Tone IntervalSelect the call recording reminder tone interval option.TRUE, FALSE

Call Recording

Hoteling EnabledSelect the hoteling enabled option.TRUE, FALSE

Hoteling

Monitoring EnabledSelect the monitoring enabled option.TRUE, FALSE

Monitoring

Monitored Line ActionSelect the monitoring line action option.ADD, REMOVE, REPLACE

Monitoring

Monitored Line / Call Park ExtensionEnter the monitoring line or call park extension option.Example: 19095550000. Character length: 1-23

Monitoring

Monitored Call Park Extension LocationEnter 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 EnabledSelect the privacy auto attendant extension dialing option.TRUE, FALSE

Privacy

Privacy Auto Attendant Name Dialing EnabledSelect the privacy auto attendant name dialing option.TRUE, FALSE

Privacy

Privacy Selective Line Status Sharing EnabledSelect the privacy selective line status sharing option.TRUE, FALSE

Privacy

Privacy User ActionSelect the privacy user action option.ADD, REMOVE, REPLACE

Privacy

Privacy User IDEnter the privacy user ID option.Example: 19095550000. Character length: 1-23

Privacy

Push To Talk Access TypeSelect the push to talk access type option.ALLOW_USERS, BLOCK_USERS

Push To Talk

Push To Talk Connection TypeSelect the push to talk connection type option.ONE_WAY, TWO_WAY

Push To Talk

Push To Talk User ActionSelect the push to talk user action option.ADD, REMOVE, REPLACE

Push To Talk

Push To Talk User IDEnter the push to talk user ID.Example: 19095550000. Character length: 1-23

Push To Talk

Receptionist Client EnabledSelect the receptionist client option.TRUE, FALSE

Receptionist

Attendant Console User ActionSelect the attendant console user action option.ADD, REMOVE, REPLACE

Attendant Console

Attendant Console UserEnter the attendant console user option.Example: 19095550000. Character length: 1-23

Attendant Console

Announcement LanguageSelect the announcement language.The values are based on the partner's language preferences

Announcement Language

Alternate Numbers ActionEnter the alternate numbers action.Example: 19095550000. Character length: 1-23

Alternative Numbers

Alternate Numbers Phone NumberEnter the alternate numbers phone number.Example: 19095550000. Character length: 1-23

Alternative Numbers

Alternate Numbers ExtensionEnter the alternate numbers extension.Example: 93671. Character length: 1-23

Alternative Numbers

Alternate Numbers Ring PatternSelect the alternate numbers ring pattern.NORMAL, LONG_LONG

Alternative Numbers

MOH ActiveSelect to activate Music on Hold.TRUE, FALSE

Music on Hold

MOH Announcement TypeSelect the Music on Hold announcement type option.DEFAULT, CUSTOM

Music on Hold

MOH Announcement NameSelect an annoucement Name for Music on Hold option

Music on Hold

MOH Announcement Media TypeSelect the media typeExample: WAV, WMA, etc

Music on Hold

MOH Announcement LevelSelect the level that the announcement appliesExample: 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 NumberEnter the custom external caller ID phone number in E164 format.Example: +19095550000. Character length: 1-23

Caller ID

Outgoing Calls Enabled (*)

  • For export:

    • If Outgoing Calls Enabled is not set, the source columns are configured with different category controls (LOCATION_ONLY or LOCATION_AND_CUSTOM or CUSTOM_ONLY).

    • If Outgoing Calls Enabled is set, the source columns are all aligned with the Outgoing Calls Enabled value.