Set Up PBX Users (Bulk)

This article discusses how to configure (add or update) PBX Users in bulk via file upload.

Watch video
These instructions are also available in video form here. Once you see it being presented the instructions below will feel more intuitive.

PBX-specific Instruction
If you are uploading users for any of these PBX platforms - Netsapiens, RingLogix, United Cloud, Viirtue, check this article first.

Before You Begin

Ensure that your PBX Configuration is completed. For more instructions, check PBX Configuration Guide
Learn about the PBX Users page.
Ensure that your target PBX User or extension is available for assignment. To verify it is not assigned to another Teams user, search for the PBX user in the Users Page, including the Licensed Users, Disabled Users, and Deleted Users list. If assigned, consider deleting the PBX user setup to free up the PBX user. For more details on search filters, click here. For instructions on deleting a PBX user, click here.
Learn about the Enterprise Dashboard and the PBX User Status Indicators.
Learn about how to setting up PBX users individually.

Part I: Bulk Upload PBX Users

As an Enterprise Admin, either a Global Admin or non-Global Admin, you have the ability to bulk upload PBX users into ConnecttoTeams system. Currently, the system is capped at 50 Users in a single batch. Please divide up larger files into groups of 50.

Once logged in to the Enterprise Portal’s Enterprise Admin Menu, click on the the Bulk Upload menu item.

The Bulk Upload Users page displays.
Fill out the following fields:

* User Type : Choose PBX .
* Voice Route : Choose the voice route (gateway) for the imported users.
* PBX Location : Choose the PBX location where the imported users are configured.
* Check Default Dial Plan Policy if assigning it to the imported users.
* Should an imported user already exist in the system, check Update Existing Users if wishing to update the existing user with values from the imported file. If not wanting to update the existing users, leave this unchecked.
Download the sample file format.

Once you choose User Type and PBX location, you may download the file template.

Important 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).
Open the sample file and prepare your CSV file for upload.

- TeamsUserID: The Microsoft Office 365 email address of the user.
- SIPUserID: from the PBX of the account to be linked to the TeamsUserID above. This can be entered with or without the domain.
- PhoneNumber: Will appear prefixed by an E164 format based on the Location of the User as identified in the User Microsoft Profile. For instance, in the US Phone Number 10077 would appear as +110077 in Microsoft Teams.
- UseTeamsVoiceMail: Enter “TRUE” or “FALSE” based on preference.
- 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.
- CallerName: The caller’s display name for a SIP call. If Transparent, the name will be whatever is sent by MS Teams. Otherwise, enter the desired caller name.
- CallerIDOnForwardedCalls: If Transparent, the P-Asserted-Identity (PAI) of the forwarded call will contain the SIP User ID of the Teams User that is forwarding the call. If "User's Caller ID", the PAI will be the phone number assigned to the user in O365.

Note: Some PBX systems have custom fields. Depending on your PBX software, there may be additional columns to fill out in the file.
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. Hover over the error to see guidance about what specific error is preventing configuration.

In the example shown below the top user can successfully be added, the middle user's extension is already in use, and the bottom user does not have proper licensing.

If there are no detectable errors the blue "Validate" button will change to say “Submit”, as shown below. This will kick off the user addition process.

Click Submit button when ready to proceed.

The users will appear on the Enterprise Admin Dashboard.

Part II: Sync Changes to Microsoft

The changes mentioned in Part I above are applied only to ConnecttoTeams databases and the PBX system. The changes need to be pushed to Microsoft as well so that the Teams Users will actually be able to receive and make calls thru the PBX.

To push user changes to Microsoft Teams, the Global Admin must trigger the Sync Teams Users process except when certain conditions are met.

When Sync Teams Users is not required:

SKIP this sync when BOTH of these conditions are met.
(1) This is NOT the first time the Sync Teams Users is done. In other words, the initial set of users were already configured.
(2) The enterprise consented to “Allow Management by Service Provider”
The above conditions allow automatic sync’ing of teams users.

This picture shows consent was granted.

Proceed to monitor the sync user status.

If Sync Teams Users is required, the following steps must be taken:

The Global Admin (and only the Global Admin can do this) must go to the Enterprise Dashboard.
In the Enterprise Admin Action Items table, click Sync Teams Users.

This action will take time. Do not click again until you check the status as instructed below.

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.

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

Results

The Admin will receive an email when the users have successfully been uploaded.

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

Important 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).Your content goes here