This article describes the process of using the UNIVERGE BLUE® CONNECT User Import Tool to provision multiple users, detailing the steps for importing up to 1,000 users from a CSV file, specifying user details such as numbers, extensions, and locations, and handling errors during the import process.

• Overview of the User Import Tool
  • Features
  • Limitations
• How to Use the User Import Tool
• Troubleshooting the errors:
  • Validation failed
  • Not enough licenses
• Import in progress
• Import result

Overview of the UNIVERGE BLUE® CONNECT User Import Tool

To create and provision multiple UNIVERGE BLUE® CONNECT users at once, administrators can use the UNIVERGE BLUE® CONNECT User Import Tool.

To create and manage individual users, read the Knowledge articles on Create and Manage UNIVERGE BLUE® CONNECT Users.

Features of the UNIVERGE BLUE® CONNECT User Import Tool:

• The tool allows a mass creation of up to 1,000 users.
• The tool imports the information about the users from a CSV file formatted as in the template.
• The tool allows to assign numbers, extensions, and locations during the users' creation. To do that, numbers should be parked on the account and the location created before using the tool.

Limitations of the UNIVERGE BLUE® CONNECT User Import Tool:

• A maximum size of the CSV file is 2 MB.
• XLS and XLSX files are not supported.
• A file template must be used.
• The Cloud Extension (Optional) and SIP Tie Trunk Name (Optional) columns should be used only for Bridge accounts with the on-premises integration enabled
• The tool does not allow modifying or assigning numbers, extensions, and locations to existing users.

How to Use the UNIVERGE BLUE® CONNECT User Import Tool

1. As an admin, login to Control Panel.
2. Navigate to the Services > UNIVERGE BLUE® CONNECT menu at the top of the page.
3. Select the Users tab on the left navigation panel.
4. Click on the  Import Users from CSV.

1. As an admin, login to Control Panel.
2. Navigate to the Services > UNIVERGE BLUE® CONNECT menu at the top of the page.
3. The General tab will open. Select the Provisioning Wizard .
   Read the Knowledge article on the   UNIVERGE BLUE® CONNECT Provisioning Wizard to learn more.

1. On the Step 1. Select services to be enabled, select services to be enabled. Untick the UNIVERGE BLUE® CONNECT checkbox if you wish to create users without UNIVERGE BLUE® CONNECT services. In this case the phone numbers, extension, and location fields will be ignored. Note: UNIVERGE BLUE® CONNECT includes UNIVERGE BLUE® CONNECT, UNIVERGE BLUE® MEET, and UNIVERGE BLUE® SHARE services. If one of these services is not installed on the account, a notification will be shown. You can proceed with importing users with the installed services or install corresponding services first, by using the Services menu at the top of the screen.
2. Confirm that you attest that use of a number in the Caller ID field, that is not a configured number on this account, is in compliance with local laws by checking the box below.
3. On the Step 2. Generate template and fill it out click on the  Generate and download template button.
4. Prepare the CSV file by filling in the information about your users:
   • Do not change the Headers' names.
   • Display Name (Mandatory), Email Address (Mandatory), and Subscription License Type (Mandatory if you have different types of UNIVERGE BLUE® CONNECT subscription licenses) columns are mandatory. The rest of the columns are optional and can be filled in, left empty, or deleted, if not needed.
     Read the Knowledge article on How Do I Create And Manage UNIVERGE BLUE® CONNECT Users ?  for more information about available Subscription types.
     Important: to avoid issues with the import process of the users and also UNIVERGE BLUE® CONNECT application functionality issue, the display name of the users must not have incomplete parenthesis, or other special characters.
   • To create UNIVERGE BLUE® CONNECT users with specific phone numbers: 
     • A single Primary number is required. If multiple numbers have to be assigned – use the Additional Phone Numbers (Optional) column. If multiple Additional numbers have to be assigned – separate them by semicolons.
     • Numbers must be already parked on the account and not assigned to any other user. If the number is not parked on the account, or is already in use, or there was a typo in the number – the user will NOT be created, and you will need to import them again.
     • Fill in the Primary Phone Number (Optional) and (if needed) Additional Phone Numbers (Optional) columns with the required numbers.
       A full number with country code at the front is required and could be in any format. If you leave these fields empty the user will be created without any number assigned, and UNIVERGE BLUE® CONNECT will not be activated. You will then need to assign numbers separately from UNIVERGE BLUE® CONNECT > Users page. 
     •  A Toll-Free number cannot be assigned as a Primary number. 
   • To create users with specific extensions:
     • Fill in the Extension (Optional) column with the required extensions.
     • Make sure that the extension is not already assigned to any other user. If an occupied extension is provided — the user will NOT be created and you will need to import them again.
     • If you leave the extension field empty the system will generate and assign an extension to the user. If needed, you can change it later from the UNIVERGE BLUE® CONNECT > Users page.
   • To create users with specific Locations: 
     • Create Locations from UNIVERGE BLUE® CONNECT > Location tab.
     • Fill in the Voice Location (Optional) column with the required location name. Use the same name as displayed on the UNIVERGE BLUE® CONNECT > Locations tab.
     • If you leave the location field empty the system will assign a user to the Main Company Address.
   • To create Tie Trunk users (Bridge license only):
     • fill in the Cloud Extension (Optional) and Sip Tie Trunk Name (Optional) columns. Read the Knowledge article on Using SIP Tie Trunks For On-Premise NEC PBX Integration for more information.
   • To populate Active Directory fields use corresponding columns in the template, like:
     • First Name (Optional)
     • Last Name (Optional)
     • Job Title (Optional)
     • Department (Optional)
   • You can also include additional optional features:
     • Time Zone (use UTC value, full name is not required)
     • Caller ID (phone number only)
     • Call Timeout (5-999 seconds)
     • Voicemail PIN (unique within the template, 4-10 digits)
     • Voicemail Operator Number (phone number or extension)
     • Auto delete Voicemail Period (1-365 days)
     • Voicemail Transcription Setting (enter YES or NO/keep empty)
     • Email for Voicemail Notification (Multiple valid email addresses can be used, and should be separated by semicolons (;))
     • SMS Notification on Voicemail (only one phone number per user)
5. Save the filled template on your computer as a CSV file.
6. On the Step 3. Upload the file click  Add file to upload the filled template.
7. On the Step 4. Send temporary passwords select one of the options:
   • to users' email addresses: password will be sent to the email addresses from the file.
   • to specified email address: the recipient will receive a separate email for each user with the user password. The emails can be forwarded to the corresponding users afterward.
   • do not send passwords. I’ll reset & provide passwords to users myself later: passwords will not be delivered. Admin will need to reset passwords to the users separately later.
     Note: If UNIVERGE BLUE® CONNECT is being enabled, regardless of the password option selected above, users will also receive Welcome to UNIVERGE BLUE® CONNECT emails. This could be avoided by enabling Silent Mode on the account. Contact Technical Support for assistance.
8. Click Start import blue button at the bottom to start the validation process of values in the file. You can leave the page while it is being executed.

Troubleshooting the Errors

Validation Failed Error

 Validation failed. Please fix errors in the .csv file and upload the file again.

1. Click on View details.
2. Review the list of failed entries. You may click  Export errors to CSV to save the list on your computer. 
3. Apply changes to your CSV file.
4. Upload the file again the same way.

Not Enough Licenses Error

 You have not enough Unified Communication License subscriptions to proceed. Add X Unified Communications License subscriptions and try again later.

 The quantity of available license you have in your subscription(s) does not match the license assignment in your user CSV file. Please update your CSV file or purchase additional licenses. Then try again.

1. Navigate to the Services > UNIVERGE BLUE® CONNECT menu at the top of the page.
2. Select the Subscriptions tab on the left navigation panel.
3. Increase the number of available subscriptions.
4. Return back to the UNIVERGE BLUE® CONNECT User Import Tool and try to import the same CSV file again.

Import in Progress

Import Result

 

Users not created:

Import of Users was completed.
 1 out of 2 users were created, 1 user was not created due to errors

 

The list of the users will show both successfully created users and users that failed to be created. For each user with an error the details column provides the reason.

 If some users were not created due to errors:

1. Click on  Export the list of not created users under the list of affected users.
2. Fix the errors in the CSV file.
3. Import the CSV file again.