Importing CSV files

This page allows you to:

download a CSV template that you can use to import user records, or
manually create new users.

Download CSV Template

You can download a CSV template file, add user records to the template file, and then import it into the MiCollab Client service. Consider the following when importing a CSV file:

Select Allow partial import to ensure erroneous data sets are ignored and only valid data sets are imported. If this option is not selected, nothing will be imported if one data set is invalid.
Select Allow overwrite import to avoid duplicates. This is helpful if you are importing an edited CSV that has been exported from this application.
ID necessary for "Allow overwrite": This setting only works to prevent duplicate entries if it contains a row "ID", containing a value for each entry (user). Since different systems use different user IDs, this option will only work properly (and should only be used) if the data was (re-)exported from the same system.
If the select box is set to "From CSV", there must be a column of the Name "Profile" within the CSV, containing a value for each entry (user).
Only last name and email address are mandatory settings to add/import user-account information. If there are whole columns with without any values within the CSV, these rows have to be DELETED to prevent existing data from being overwritten by the empty value (unless this is the desired effect).
The order of the columns is not important for Import CSV to work.

Note:
You can set the same PIN for all users. After setting up all user accounts, select Manage under the Users menu. Select Export CSV at the bottom of the table. The MiCollab Client password, PBX SIP password, Teleworker SIP password and Voicemail PIN will not be exported. However, in the exported file, you can set the PIN to the same number sequence for all table rows and re-import the file using Import CSV.

Manually Create New Users

To manually add a pre-MiCollab Release 7.0 user, click Manage > Create New User. Enter the following fields and click Save.

Note:

Imported user data cannot be modified, and users created in this view are not synchronized with any other applications (Users and Services, PBX, MiCollab Client Service and so on).

When MiCollab Client is configured as a stand-alone deployment without MiCollab or an MBG, you must enter the PBX SIP fields manually.

Users can only self-deploy their MiCollab Clients if you create their services from the MiCollab Users and Services application or import the users from the MiCollab Client service. If you manually create a user from the MiCollab Client Deployment > Manually create user new user page, or import new users via a CSV file, self-deployment is not available.

Setting	Description
Profile	Select the deployment profile to use for the new user account. The deployment profile adds deployment settings which are necessary to set up the client software, but are not yet specified by the user account information. Go to Deployment Profiles Tab for more information.
First name	The user's first name.
Last name	The user's last name. This is a required setting.
Directory Number	User name or device number of the PBX user account that this account uses.
Email address	The email address used to send download links and authentication credentials to a user. This is a required setting.
PBX SIP Host	IP address of the PBX this client uses for SIP.
PBX SIP user name/Device number	User name or device number of the PBX user account that this account uses.
PBX SIP password	Password that allows access to the PBX SIP user account.
MBG SIP host	Displays the FQDN or IP address of the Mitel Border Gateway (MBG) for this user's MiCollab Mobile client account. This value is fetched from the selected Deployment Profile.
MBG-WebRTC SIP host	Displays the FQDN of the Mitel Border Gateway (MBG) for this user's WebRTC client account. This value is fetched from the selected Deployment Profile.
MBG SIP user name	User name of the MBG user account that this account uses. It is synched from the MBG or entered manually.
MBG SIP password	Password that allows access to the MBG SIP user account.
MiCollab Client Service host	FQDN of the MiCollab administration server.
MiCollab Client Service user name	User name for the MiCollab Client Service. Note: If the MiCollab Client Service user name changes, a factory reset has to be executed on the client and the configuration has to be redeployed with the option Deploy under Action dropdown list on the page Users > Manage.
MiCollab Client Service password	Password for MiCollab Client Service user account.
Deployment PIN (Generate PIN) (Optional)	You can set a Deployment PIN for users to increase security for MiCollab Client deployment. Click Generate PIN to auto-generate a PIN for the user. The user has to enter this PIN after scanning the QR code or clicking on the deployment link. The Deployment PIN must be between 4 and 20 characters long and must contain only numbers. Note: For security reasons, this PIN is not included in the deployment e-mail. You must communicate the Deployment PIN to the end users separately.

Note:

You can set the same Deployment PIN for all users. After setting up all user accounts, select Manage under the Users menu. Select Export CSV at the bottom of the table. The MiCollab Client password, PBX SIP password, Teleworker SIP password and Voicemail PIN will not be exported. However, in the exported file, you can set the Deployment PIN to the same number sequence for all table rows and re-import the file using Import CSV. Ensure you communicate the Deployment PIN to end users.

Note:

Directory extension number with # cannot be synced with the DeployU if a remote MBG connection i used. Replace # with * or use a local MBG connection and Clustered MBGs for synchronizing the data set with their source data set. For example, use 1*001, in place of 1#001.