Previewing and Importing the Spreadsheet

To import new data into your system database, you must

1. Preview the configuration data in your import file

2. Import the configuration data

3. Notes:

• If you are importing user configuration data for more than 1400 users with IP device types that support Call History recording, you must change the Default Call History Record field to 10 in the System Options before you import those users to the system database. See Program Call History for more information.

• Import adds and updates existing data; it never deletes.

Preview Configuration Data

To preview the import data

1. Go to the form into which you want to import data.

2. Click Import.

3. From the Import <form name> dialog box, click Browse.

4. Navigate to the . Comma Separated Values. A type of database file that separates data fields with a comma.csv file and then click Next.
   A Validating Data dialog appears.

5. Review the data listed in the Import Preview window.
   If no errors are detected, proceed to Import Configuration Data.

6. If the Import Preview window displays errors, select from the follow options:

• Previous - to return to the Import dialog box, revise the import file data, and begin the import process again.

• Show Only Errors/Show All Data - to show records with errors, or to show all records. By default, the Preview window shows only entries with errors.

• Print - to print the Preview window to keep a record of the errors. Note that Print is enabled only when you are in the Show Only Errors view (that is, when Show All Data is displayed at the bottom of the screen).

• Cancel - to cancel the import and return to the form. After you cancel, you can modify data in the import file, or exit the form and try the import process at a later time.

5. Note: The Import button is disabled if there are data format errors. You cannot import erroneous configuration data. If necessary, troubleshoot validation errors.

Import Configuration Data

To import new user and device configuration data

1. From the Import Preview window, click Import.

2. You can stop an import in progress by clicking Cancel.
   After the import is stopped, click OK to return to the form.

3. When the import completes successfully, click Finish to return to the form.

4. If necessary, troubleshoot import errors.

5. If importing users, proceed to Adding Users to complete programming users and continue setting up your system.

• About Importing User and Device Data

• Overview of the Import Process

• About the Import Spreadsheet

• Obtaining the Import Spreadsheet

• Creating an Import File for New Users and Devices

• Troubleshooting Import Issues

• Create Profiles with the User and Device Configuration Form