Set Up CallApp User (Bulk)

Once CallApp settings are completed, you can configure CallApp users individually or in bulk. This article presents the steps to configure users in bulk.

Before You Begin

Ensure that you have configured your desired Sync User Groups. Listing your sync user groups is a way for you to only share user data to limited set of users who are to use ConnecttoTeams services. If no user groups are defined, all your organization’s Teams Users will be sync’d into ConnecttoTeams systems.
- Ensure that you have installed your PBX Connector.
- Ensure that you have configured and deployed your CallApp instance. Refer to Part I in this article.

Part I: Import the File

Log in to the ConnecttoTeams Enterprise Portal.
From the Enterprise Admin Menu, navigate to the "Bulk Upload".
Select “Call App” for User Type.
Fill out the following fields:
- Voice Routes : select the CallApp voice route geographically closest to the operational location of the enterprise.

- PBX Locations : select the PBX Location the user belongs to.

- Assign Default DialPlan Policy?
- Don’t Update : Keep the user’s existing Voice Routing Policy in Teams unchanged.
- Enable : Set the user’s Voice Routing Policy to the custom policy defined by your ConnecttoTeams provider.
- Disable : Revert the user’s Voice Routing Policy to ‘Global (Org-wide default)’.

- Update Existing Users : Check this box to update existing users with values from the imported file. Leave it unchecked to skip existing users.
- Accept Encrypted Password:
* Check this box if you're updating existing users (i.e., Update Existing Users above is checked) and their passwords came from a ConnecttoTeams export. Exported passwords are already encrypted, so checking this box tells the system to keep them as-is instead of re-encrypting them.
* Leave this box unchecked if the users are new (that is, the Update Existing Users field mentioned above is unchecked) AND their passwords did not come from a ConnecttoTeams export. Unchecking tells the the system to treat the passwords as plain text and encrypt them before storing.
Extra caution
Passwords copied from a ConnecttoTeams user export are encrypted. Use them only if you are updating existing users. Paste the password into the Password column in the bulk upload file (downloaded via Sample File Format with Accept Encrypted Password checked). When uploading, make sure that Update Existing Users=checked and Accept Encrypted Password=checked.
If copied passwords are uploaded with Accept Encrypted Password=unchecked, the system will treat the encrypted text as plain text — and if Update Existing Users is also checked, it will overwrite users' existing SIP passwords with unusable values."
- User Tag: Add any text that would help you easily identify these users in the reports. This field allows adding of custom labels or tags to the users uploaded for easier identification or mapping with your other systems.
Open the sample file format and prepare your CSV file for upload.
Note
If you have multiple PBX locations and/or voice routes, prepare CSV files with users from only one combination at a time, and do additional bulk upload(s) later to add users to the different one(s).

TeamsUserID: The Microsoft Office 365 email address of the user.
SIP UserID: from the PBX of the account to be linked to the TeamsUserID above. This can be entered with or without the domain.
PhoneNumber: Must be a valid E164 phone number (eg 12125551234) or a combination of E164 phone number (Pilot Number) and Extension.
Use Teams Voicemail: Enter “FALSE”. Note that the Call App only supports the PBX Voicemail option at this time.
SIPAuthenticationID
Password: the SIP Password
PortalLoginName (optional: leave blank if not desired): Username credentials for a PBX portal if available.
PortalLoginPassword (optional: leave blank if not desired): Password for a PBX portal if available.
MACAddress - This portion is for the Auto Provisioning Settings. Leave this field blank if you are not using the SIP auto-provisioning process.
Caller Name
Caller ID on Forwarded Calls
Select Upload when you have successfully uploaded your desired Bulk Upload CSV file.
You will see a screen with the users extracted from the CSV file. Click "Validate" in the upper right-hand corner. This will analyze the file and ensure there are no obvious data entry failures, such as invalid email addresses, an extension that is already in use, or an attempt to configure a user who is not properly licensed. Hovering over the error will give guidance about what specific error is preventing configuration.
If there are no detectable errors the blue "Validate" button will change to say "Submit", as shown below. Click Submit to kick off the user addition process.

Part II. Sync Changes to Microsoft

If changes to user/s were made by a Service Provider without Service Provider management consent, the Enterprise Admin must log into the Enterprise Portal and click on Sync Teams Users.

If changes user/s were made by the Enterprise Admin or a Service Provider with management consent, the system automatically syncs the changes. No further action is required.

Check Sync Status
The user provisioning status will be reflected in the Enterprise Dashboard. Click here for more info about User Provisioning Status Indicators.

Expect:
- That the first time sync will take up to 24 hours. Come back to check the status.
- That succeeding syncs will take up to 4 hours. Come back to check the status.
If sync is not completing within these wait times, contact your Service Provider.

Part III. Monitor User Sync Status

The user provisioning status will be reflected in the Enterprise Dashboard. Click here for more info about User Provisioning Status Indicators.

Note to the Service Provider
If sync is not completing within these wait times, request from help from ConnecttoTeams Support.

When the sync status shows completed, the Teams User can start utilizing the CallApp.