Import users and contacts

Adding twenty people one by one is an afternoon. Importing them from a file is ten minutes, if the file is right.

Adding twenty people one by one is an afternoon. Importing them from a file is ten minutes, if the file is right.

Prepare the file

Export the template from WMS first and fill that in, rather than building a spreadsheet from scratch and hoping the columns line up.

Three things cause most failed imports:

• Duplicate extensions. Every extension must be unique. Check for repeats before you upload.
• Duplicate or missing email addresses. The email address is how someone signs in, so it has to be there and it has to be unique.
• Numbers without a country code. Store them in full international format.

Import

1. In WMS, go to Users.
2. Choose the import option and select your file.
3. Review what the import will do before confirming.

Licences are not assigned by the import

Imported users still need a subscription plan. Set the License type afterwards, and make sure you have enough free licences of the right type before you start. Importing forty users when you hold thirty licences leaves ten people unable to sign in.

Importing contacts

The same approach works for phonebook contacts. Full international format on every number, or incoming calls will not match the entry and you lose the name lookup.

See also

• Add and manage users
• Assign a subscription plan to a user
• Manage shared phonebooks