From your VoIP.ms portal:

1. Go to Sub-Account in the menu
2. Click Manage Sub Account

On the Manage Sub Accounts page, click the Import Sub Account button.

You will now see the Import Sub Accounts from CSV dialog.

CSV requirements:

• A header row is required in your CSV file.
• The CSV must match the format shown in the sample templates.
• Optional fields can be included as needed.

The popup provides two downloadable starter templates:

• Download basic sample CSV template
• Download full sample CSV template

Selecting your file:

• Use Choose File to select and upload your CSV.

Overwrite Mode:

You may optionally check Overwrite Existing Sub Accounts Entries.

• If enabled: existing sub-accounts that appear in your CSV will be replaced.
• If disabled: only new sub-accounts will be created.

Click CSV template format guide (located under the header note). This opens a page where you can generate a fully formatted CSV file based on selectable options.

From your VoIP.ms portal:

1. Go to DID Numbers in the menu
2. Click Voicemail

On the Voicemail page, click the Import Voicemail button.

You will now see the Import Voicemail from CSV dialog.

Use File to select and upload your CSV.

Overwrite Mode:

You may optionally check Overwrite Existing Voicemail Entries.

• If enabled: existing voicemail boxes that appear in your CSV will be replaced.
• If disabled: only new voicemail boxes will be created.

To successfully import voicemail entries, your CSV file must follow these rules:

• The file must be in CSV (Comma-Separated Value) format.
• Up to 18 columns are supported.
• Only one voicemail entry per row is allowed.
• Mailbox Number and Name must be unique — duplicates are not permitted.

Required Fields (Columns 1–8)

The first eight fields are mandatory for every voicemail entry:

1. Mailbox Number — 1–10 digits. Must be unique.
2. Name — Alphanumeric characters. Must be unique.
3. Password — Exactly 4 digits.
4. Email — Must be a valid email address.
5. Language — en (English), es (Spanish), or fr (French). Default: en
6. Skip Password — yes or no. Default: yes
7. Transcription Languages — Can contain multiple languages using quotes, e.g. "en-US,es-ES". Default: empty (transcription disabled).
8. Reseller Client — Valid reseller client ID. Default: 0

Optional Advanced Fields (Columns 9–18)

These fields may be omitted or left empty. If omitted, the system uses the default value.

1. Say Caller ID — yes or no. Default: yes
2. Say Instructions — yes (with instructions) or no (skip). Default: yes
3. Say Time/Date — yes or no. Default: yes
4. Time Zone — e.g. America/New_York, America/Chicago. Default: America/New_York
5. Unavailable Recording — system (default), custom (set by phone), or a Recording ID.
6. Transcription Delay — Number of seconds. Default: 0
7. Transcription Redaction — Y or N. Default: N
8. Transcription Summary — Y or N. Default: N
9. Transcription Sentiment — Y or N. Default: N
10. Transcription Format — text or html. Default: text

• All 8 required fields must be included for every entry.
• Optional fields (columns 9–18) may be left empty.
• Values are case-insensitive (e.g. YES, Yes, and yes are all acceptable).
• If Overwrite Existing Voicemail Entries is enabled:
  • Matching existing mailboxes will be updated.
  • Only provided fields will be changed.
  • Omitted optional fields will retain their previous values.

Example with Required Fields Only

12345,John Doe,1234,[email protected],en,yes,,0

Example with Transcription Languages

12345,John Doe,1234,[email protected],en,yes,"en-US,es-ES",0

Full Example with All 18 Columns

12345,John Doe,1234,[email protected],en,yes,"en-US,es-ES",0,yes,yes,yes,America/New_York,system,0,N,N,N,text