Before you begin

  • If you've more than one CSV file for your organization, then upload one file at a time. Once the task is complete, you can upload the next file.

  • You can’t delete any users and locations with the CSV template.

  • You can't change the location assigned to a Webex Calling user with the CSV template.

  • For Webex Calling users, the following fields in the CSV file are mandatory:

    • User ID/Email
    • Webex Calling license column, Webex Calling VAR Basic [sub-site name] or Webex Calling VAR Professional[sub-site name], with the value TRUE.
    • Phone Number and/or Extension
    • Location

    If you've not included these mandatory fields, the changes made to the other columns may not be reflected.

  • For non-Webex Calling users, the User ID/Email column is the only mandatory field.
  • For Webex Customer Experience Essentials users, the following fields in the CSV file are mandatory:
    • User ID/Email
    • Customer Experience Essentials license column, Customer Experience Essentials[sub-site name], with the value TRUE.
    • Phone Number and/or Extension
    • Location

Some spreadsheet editors remove the + sign from cells when they open the .csv file. We suggest you use a text editor to make .csv updates. If you use a spreadsheet editor make sure to set the cell format to text, and add back any + signs that were removed.

Export a new CSV to capture the latest fields and avoid errors in the import of changes.

1

From the customer view in https://admin.webex.com, go to Management > Users > Manage Users > CSV Add or Modify User.

2

Click Export and Download CSV.

The export begins.
3

Click Download to download the file.

4

Edit the required columns in the downloaded file.

  • If you update a User ID/Email column, then it creates a new user.
  • To update the location, enter the name in the Location column. You can't change the location for Webex Calling users.
  • To assign a service, add TRUE against the relevant service 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.

  • To update the caller ID, update the Caller ID Number, Caller ID First Name, and Caller ID Last name columns. If you leave the Caller ID Number, Caller ID First Name, and Caller ID Last name columns blank, then the data in the First Name, Last Name, and Phone Number columns display when the user makes a call. If you leave the Caller ID Number column blank, then the location's main number displays when the user makes a call.
    The Caller ID First Name and Caller ID Last name columns can’t contain special characters. If the columns contain a special character, then a simplified version of the name is used.
  • You can update the External Caller ID Name Policy column with one of these values:
    • DIRECT_LINE—Enter this string to set the External Caller ID Name to the user's first or last name.
    • LOCATION—Enter this string to set the External Caller ID Name to the location name of the site.
    • OTHER—Enter this string to allow the user to input a custom External Caller ID Name.
  • To specify a custom name, update the Custom External Caller ID Name column.
5

After you save the CSV file, click Import, select the file that you modified, and then click Open.

6

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

A user can't have two Calling licenses. If your organization has multiple subscriptions, and you want to move users to a new subscription, choose the Add and remove services option. To add services, set the cells to TRUE and remove services by setting those cells to FALSE.

The user CSV no longer includes the columns for UC Manager Profile, Calling Behavior, and Calling Behavior UC Manager Profile. Instead, the Call Behavior and UCM Profile can be managed in bulk using the calling template. For more information, see: Set up calling behavior.

The CSV file uploads and creates your task. 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 Cisco Webex Control Hub.

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