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Bulk CSV File Import

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Talkdesk provides you with a simpler, more efficient, and faster way to add or update several agents at once,  through a Comma Separated Value (CSV) file bulk import.

 

Preparing the File

Before bulk importing Agents to your account, you need to prepare a .csv file that contains the necessary data.

To perform this action, it is highly recommended that you download the .csv file template from Talkdesk

 

You can find the file template in the Admin tab > Agents section. Then, please follow the steps below:

Preparing_the_File_1..png

1. Click on the Bulk Upload button [1].

Preparing_the_File_2..png

2. You’ll be redirected to Workspace. On the pop-up window that appears, click Download template [2]. 

3. Fill in the file’s columns as detailed in the CSV File Template Table below.

Workspace_1-2..png

If you’re using Workspace, you can find the .csv file template at Admin > Agent Bulk Management [1] > Import [2]. 

 

Notes

  • The .csv file must be a text file in a comma-separated format.
  • The first line of the .csv file must be exactly the same as the last version available in the template.
  • The bulk import is case-sensitive.
  • All the mandatory fields should be filled in.

 

Tip: Here you can find an example of a CSV file with the information for one agent.

 

Updating Users

To update users, using the same .csv template, follow the steps below:

Updating_Users_1..png

1. After clicking on the Bulk Upload button > Select the Update option [1].

2. On the CSV file, add a different line for each user you want to update. 

3. Then, fill in the columns that you want to update with a new value.

 

Notes:

  • The “Current Email” field is mandatory, because the system will use that value to match users on Talkdesk. 
  • If the “Current Email” and “Email” have different values, the user Email will be updated to the value on the “Email”.
  • In case there’s an attribute that you don’t want to update, leave the corresponding column empty.
  • It’s not possible to set a value as empty/default using the Bulk Import.
  • Values are not cumulative, e.g. To add a ring group, all ring groups assigned to the user should be included on the .csv, in addition to the new one(s). 

 

CSV File Template Table

Column name

Mandatory

Supported values

Default value

Notes

Current Email

Yes 

(Update)

email

n.a.

Mandatory to update users' operations 

Full Name

Yes

(Create)

string

n.a.

 

Email

Yes

(Create)

email

n.a.

Won't accept an email that already exists in the Account.

Mandatory for creating user’s operations

Ring Groups

No

 

agent

If it doesn’t exist in the account, it will be created.

Ring groups should be within quotation marks (" ") and separated by commas, without spaces, at the beginning and end. Example: "agent, sales, support"

Agent Activation

No

true and false

true

 

Internal Extension

No

integer

n.a.

When enabled, this is the internal extension that callers use to reach this agent. The setting may not apply when a Flow is assigned to a number.

External Phone Number

No

string

n.a.

This is the number that calls are routed to when forward-to-phone is enabled. The setting may not apply when a Flow is assigned to a number.

Agent IVR

No

true and false

false

 

Role

No

string

Agent

Must be an existing Role in the Account.

ACW Enabled

No

true and false

false

 

ACW Timeout

No

0, 5, 10, 15, 30, 60, 90, 120, 180, 300, 600 and 900

0

Numbered values are set in seconds.

ACW Enabled needs to be set to true.

Inbound Dispositions

No

true and false

false

 

Outbound Dispositions

No

true and false

false

 

Mood Survey

No

true and false

false

 

Enable Outbound Caller ID

No

true and false

 

When the setting is different from the Account Settings, it will override it.

Set Outbound Caller ID

No

String

n.a.

Number to be used for outbound calls.

If no number is provided, API will use the Account default Number.

Client Integration

No

String

talkdesk_main

If you are using the Default Talkdesk client integration, please do not fill this field.


If you are using another client integration, please ensure that the client name is correct and according to this list.

 

Importing the File

1. Once the file is prepared, go back to Admin > Agents > Bulk Upload.

2. Choose the type of “Bulk operation”: Create or Update.

Importing_the_File_1-2..png

3. Drag and drop the CSV file to upload it, or click on the Choose a CSV file to upload button [1].

4. Then, select Upload [2].

Importing_the_File_3..png

5. The agents’ files will be created in the background. Then, hit the Bulk management [3] button.

Importing_the_File_4-5_..png

6. On the “Bulk management” drawer > Select the History tab [4] > Click on the “File” name you wish to check the uploading progress [5].

Importing_the_File_6-8..png

If the file has been correctly uploaded, a success message will be displayed on the screen  [6] and a notification will be sent [7], available on the bell icon  [8]

 

In some cases, you may see a message informing you that one or more users in the file could not have been imported due to errors. If this happens, please follow the steps below:

bulk_upload_5.png

1. Go to Bulk Management > Upload Details and click on Download CSV [1].

2. This file will have the same format as the template, with an extra column named “Errors” at the end. In this column, you can find what the error is for the agent in the specific .csv file. 

 

Tip: You can also use the CSV File Template Table above to help you troubleshoot the possible error(s).

 

 

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