Import Data Templates

Import Data Templates

You can use existing in-house data and enter it into either of these spread sheets.

IPFXImportTemplate.xls

ImportTemplate.xls

Note: Use IPFXImportTemplate.xls for IPFX sites only, and ImportTemplate.xls for all other sites.

To set up a template

Divide the spreadsheet into four sections as noted below.

• Departments
• User Feature Levels
• Extensions

Populate Import Template Spread Sheet.

Departments

Field	Description
Description	Enter Department description (for example: Sales, Marketing).

User Feature Levels

Field	Description
User Level	Enter description
Base User Level	A drop down box appears. Select the Base User Level required:

Extensions

Field	Description
Extension	Enter extension
First Name
Last Name
Email
LCD Name	Name that appears on the telephone screen LCD display (Dterm only for NEC).
Title	Enter Title
Position	Enter Position
Notes	Enter relevant notes
Department	This field has a drop-down box which related to previously entered Department information. Select the required department.
User Feature Level	Select the required User Feature Level from the drop-down box.
Object Type	This is the phone type; select from the drop-down box.
Region ID	Enter an RegionID as found under the Groups, Regions, Number column. If no RegionID is given the Extension will be allocated to the Local default RegionID of the server.

Direct Dial Numbers

PBX Dependent Feature!

Note: There is a Name Box feature in the top left corner of the Spread Sheet.  This has a drop-down menu which provides short cut access to other sections.  Select your required section for immediate access to that section.

1. Open the Name feature box and select Direct Dial Numbers.
2. Enter the description information for the fields.

   Field	Description
   Number	Enter Direct Dial number
   Day Destination	Enter day destination number
   Night Destination	Enter night destination number
   Comments	Enter any usesful comments

To save file template

1. File > Save As.
2. Save as .csv file (comma delimited)
3. The Microsoft Warning Screen will display.

   

4. Select Yes
5. Save as .csv (comma separated values).
6. On exit you will be asked to Save again.
7. Select No.
8. Click on the Config icon on the Top Toolbar.
9. Navigate the path Configuration/Tools Other/Import Data.
10. Double click on Import Data in the right hand window.

    

11. The CSV Data Import Screen displays.

    

12. To enter File Name on Screen, (or browse to required .csv file).
13. Click OK.
14. Import Successful Screen displays.

    

15. Click OK.

See Also Import Data Exporting Data