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Revision as of 14:31, 21 January 2026 (view source) Scomtois (Talk | contribs) (Created page with "=Importing Sub Accounts= = Importing Sub‑Accounts Using CSV = This guide explains how to import multiple sub‑accounts using the CSV bulk‑upload tools. It includes navigati...") ← Older edit		Revision as of 14:39, 21 January 2026 (view source) Scomtois (Talk | contribs) Newer edit →
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	== Step 3 — Import Sub Accounts from CSV ==		== Step 3 — Import Sub Accounts from CSV ==
-	: You will now see the Import Sub Accounts from CSV dialog:	+	: You will now see the '''Import Sub Accounts''' from CSV dialog:
-	: [[File:Bulk_Import_SubAccount_ManageSubAccount_ImportSubAccount_PopUp.png|none|500px]]	+	:: [[File:Bulk_Import_SubAccount_ManageSubAccount_ImportSubAccount_PopUp.png|none|500px]]
	=== CSV Format Requirements ===		=== CSV Format Requirements ===
-
	:* A header row is required in your CSV file.		:* A header row is required in your CSV file.
	:* The CSV must match the format shown in the sample templates.		:* The CSV must match the format shown in the sample templates.
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	= Importing Voicemail Using CSV =		= Importing Voicemail Using CSV =
		+	The '''Import Voicemail''' tool allows you to upload multiple voicemail boxes at once using a CSV file.
		+	This is useful for onboarding new users, migrating existing voicemail data, or performing large-scale provisioning.
		+
		+	You can access this tool by navigating to:
	== Step 1 — Navigate to the Import Voicemail Page ==		== Step 1 — Navigate to the Import Voicemail Page ==
	: From your VoIP.ms portal:		: From your VoIP.ms portal:
-	:1) Go on menu '''DID Numbers'''	+	: 1) Go on menu '''DID Numbers'''
-	:2) Click '''Voicemail'''	+	: 2) Click '''Voicemail'''
	:: [[File:001_Bulk_Import_Voicemail_ImportVoicemail.png|none|500px]]		:: [[File:001_Bulk_Import_Voicemail_ImportVoicemail.png|none|500px]]
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	:: [[File:002_Bulk_Import_Voicemail_ImportVoicemail.png|none|500px]]		:: [[File:002_Bulk_Import_Voicemail_ImportVoicemail.png|none|500px]]
-	= Importing Voicemails Using CSV =	+	= Step 3 - Importing Voicemails Using CSV =
		+	: You will now see the '''Import Voicemail''' from CSV dialog:
		+	:: [[File:003_Bulk_Import_Voicemail_ImportVoicemail_ImportCSV.png|none|500px]]
-	The '''Import Voicemail''' tool allows you to upload multiple voicemail boxes at once using a CSV file.	+	: Use '''File''' to select and upload your CSV.
-	This is useful for onboarding new users, migrating existing voicemail data, or performing large-scale provisioning.	+
-	You can access this tool by navigating to:	+	== Overwrite Mode ==
		+	: You may optionally check:
		+	::* Overwrite Existing Sub Accounts Entries
-	'''DID Numbers → Voicemail → Import Voicemail'''	+	: If this option is enabled:
		+	::* Existing sub‑accounts that appear in your CSV will be replaced.
		+	: If disabled:
		+	::* Only new sub‑accounts will be created.
-	----
	'''CSV Requirements'''		'''CSV Requirements'''
	: To successfully import voicemail entries, your CSV file must follow these rules:		: To successfully import voicemail entries, your CSV file must follow these rules:
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	; 13. Unavailable Recording		; 13. Unavailable Recording
	: Values:		: Values:
-	* <code>system</code> (default)	+	::* <code>system</code> (default)
-	* <code>custom</code> (set by phone)	+	::* <code>custom</code> (set by phone)
-	* Recording ID	+	::* Recording ID
	; 14. Transcription Delay		; 14. Transcription Delay

---

Revision as of 14:39, 21 January 2026

Contents 1 Importing Sub Accounts 2 Importing Sub‑Accounts Using CSV 2.1 Step 1 — Navigate to the Import Sub‑Account Page 2.2 Step 2 — Open the Import Sub‑Account Tool 2.3 Step 3 — Import Sub Accounts from CSV 2.3.1 CSV Format Requirements 2.3.2 Upload Your CSV File 2.3.3 Overwrite Mode 2.4 Step 4 — CSV Template Format Guide 3 Importing Voicemail Using CSV 3.1 Step 1 — Navigate to the Import Voicemail Page 3.2 Step 2 — Open the Import Sub‑Account Tool 4 Step 3 - Importing Voicemails Using CSV 4.1 Overwrite Mode 4.2 Required Fields (Columns 1–8) 4.3 Optional Advanced Fields (Columns 9–18) 4.4 Important Notes 4.5 CSV Examples 4.5.1 Example with Required Fields Only 4.5.2 Example with Transcription Languages 4.5.3 Full Example with All 18 Columns

Importing Sub Accounts

Importing Sub‑Accounts Using CSV

This guide explains how to import multiple sub‑accounts using the CSV bulk‑upload tools. It includes navigation steps, CSV requirements, and how to use the CSV Template Format Guide to generate properly formatted CSV content.

Step 1 — Navigate to the Import Sub‑Account Page

From your VoIP.ms portal:

1) Go on menu Sub-Account

2) Click Manage Sub Account

Step 2 — Open the Import Sub‑Account Tool

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

Step 3 — Import Sub Accounts from CSV

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

CSV Format 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.

To help with formatting, the popup provides:

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

Upload Your CSV File

Use Choose File to select and upload your CSV.

Overwrite Mode

You may optionally check:

• Overwrite Existing Sub Accounts Entries

If this option is enabled:

• Existing sub‑accounts that appear in your CSV will be replaced.

If disabled:

• Only new sub‑accounts will be created.

Step 4 — CSV Template Format Guide

Click CSV template format guide (located under the header note).

This opens the page where you can generate a fully formatted CSV file based on selectable options.

Importing Voicemail Using CSV

The Import Voicemail tool allows you to upload multiple voicemail boxes at once using a CSV file. This is useful for onboarding new users, migrating existing voicemail data, or performing large-scale provisioning.

You can access this tool by navigating to:

Step 1 — Navigate to the Import Voicemail Page

From your VoIP.ms portal:

1) Go on menu DID Numbers

2) Click Voicemail

Step 2 — Open the Import Sub‑Account Tool

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

Step 3 - Importing Voicemails Using CSV

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 Sub Accounts Entries

If this option is enabled:

• Existing sub‑accounts that appear in your CSV will be replaced.

If disabled:

• Only new sub‑accounts will be created.

CSV Requirements

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

1. Name:

• Alphanumeric characters
• Must be unique

1. Password:

• Exactly 4 digits

1. Email:

• Must be a valid email address

1. Language:

• Acceptable values:

• en — English
• es — Spanish
• fr — French

• Default: en

1. Skip Password:

• yes or no
• Default: yes

1. Transcription Languages:

• Can contain multiple languages using quotes
• Example: "en-US,es-ES"
• Default: empty (transcription disabled)

1. 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.

9. Say Caller ID

yes or no. Default: yes

10. Say Instructions

yes (with instructions) or no (skip). Default: yes

11. Say Time/Date

yes or no. Default: yes

12. Time Zone

Examples: America/New_York, America/Chicago

Default: America/New_York

13. Unavailable Recording

Values:

• system (default)
• custom (set by phone)
• Recording ID

14. Transcription Delay

Number of seconds. Default: 0

15. Transcription Redaction

Y or N. Default: N

16. Transcription Summary

Y or N. Default: N

17. Transcription Sentiment

Y or N. Default: N

18. Transcription Format

text or html. Default: text

---

Important Notes

• 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, yes are all acceptable).
• If the option 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.

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CSV Examples

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

---