Bulk Import Users

Modified on Tue, 14 Jan at 11:25 PM

Looking for a better way to add users to an account? Bulk import enables you to add up to 1,000 users at once by uploading a .csv file to the Admin Portal or via API, eliminating the need to create BCC and Cloud PBX users individually.

The bulk import template allows you to configure each new user individually with the same settings that are available when creating a new user in the Admin Portal, including an optional device and/or phone number. It cannot be used to update existing users.

Bulk Import Steps

The process is simple, but it's important to fill out the template correctly. Read through each step below to learn how to use the template, upload it to the portal, and troubleshoot any errors.

In the Admin Portal, go to Account > Users.
Click the menu in the top right and select Bulk Import Users.
Click [Import User Template] to download a blank .csv file.
Fill out the required fields for each new user, then save your changes. See Bulk Import Users Fields for a template with example data and descriptions of each field.
Upload the completed file to the account.
On the Bulk Import Users page, either drag and drop the file from your computer to the upload area or click the link in the upload area, then select the file from your computer and click [Open].
Before the file is applied to the account, it’s scanned for syntax errors, such as an incompatible file type or invalid column headers.
- File uploaded successfully. If no errors are detected and you're sure the information in the file is correct, click [Submit] to process it. Proceed with caution; once the file is submitted, the action cannot be canceled or reversed.
- File import failed. If one or more errors are detected, click the button to download the report, then resolve the errors and re-upload it when you're done.
Once submitted, users are added to the account as each row is processed. Small files will take a few seconds, while large files may take a few minutes. Do not retry the upload during this time.

Wait until you receive the summary email (below) before refreshing the Users page to see all the users added to the account.

Import Summary Email

When the file is finished processing, an email is sent to you with a summary of the results. If any users could not be added to the account, the email will contain a link to an error report. Click the link to download the report and use it to resolve the issues in your import file. The link is valid for 15 days.

Troubleshooting

The following information is an overview of how to resolve the most common errors that occur during each phase of the import. If you have any questions or need help troubleshooting an error, please contact technical support.

File Errors

The import file must meet certain requirements before it can be applied to the account. These are the most common errors that occur during the pre-validation phase.

Error	Description & Solution
Incompatible file type	The file type is not supported. Save the file in .csv format, then re-upload it.
File size is too large	The file is too large and cannot be uploaded. Reduce the file to less than 1 MB in size and no more than 1,000 rows.
Invalid data entry	One or more fields contains an entry that is invalid. Refer to the template fields and descriptions in Bulk Import Users Fields, or review the example template to check your input.
Altered file	The column names have been changed or modified. Return the columns to their original state, then save and re-upload the file.
Missing data	One or more required fields are empty. Refer to the fields and descriptions in Bulk Import Users Fields, or review the example template to determine what information is missing.
Whitespaces in template	A space was entered in one or more empty fields. Locate and delete the extra space(s), then save and re-upload the file.

Output Errors

Once an import file is submitted, all users that can be added to the account will be. However, if any users could not be added during processing, you can fix the import file and try again.

Open the error report and your import file side by side, then use the error report to locate the problematic fields: Column A is the error message and column B is the affected row.
Next, resolve the error(s) in each field. The error message should be self-explanatory. For example, "The username is already in use" means the username entered for that user is assigned to someone else, so you need to enter a new username in the field. However, if you don't know how to resolve an error, compare what you've entered in that field to the Field and Descriptions table in Bulk Import Users Fields to see if you can pinpoint the issue.
Before you re-import the file, remove all users who were successfully added in the previous session. The import cannot be used to update users, and duplicate users will result in more errors.
Finally, save your updated file and import it to the account.