--- title: "Set Up PBX Users (Bulk)" slug: "pbx-user-setup-bulk" updated: 2025-11-03T05:07:22Z published: 2025-11-03T05:07:22Z canonical: "kb.connecttoteams.com/pbx-user-setup-bulk" --- > ## Documentation Index > Fetch the complete documentation index at: https://kb.connecttoteams.com/llms.txt > Use this file to discover all available pages before exploring further. # Set Up PBX Users (Bulk) This article discusses how to configure (add or update) PBX Users in bulk via file upload. > [!NOTE] > Watch video > > These instructions are also available in video form [here](https://www.youtube.com/watch?v=ERsLHc57RZw&t=851s). Once you see it being presented the instructions below will feel more intuitive. > [!NOTE] > PBX-specific Instruction > > If you are uploading users for any of these PBX platforms - Netsapiens, RingLogix, United Cloud, Viirtue, check first this article: [Tips on Uploading User for Netsapiens, RingLogix, UnitedCloud, Viirtue PBX](/v1/docs/enterprise-import-user-tips-for-netsapiens-pbx) ## Before You Begin - Ensure that your PBX Configuration is completed. For more instructions, check [PBX Configuration Guide](/v1/docs/pbx-configuration-guide) - Learn about the [PBX Users page](/v1/docs/manage-users). - 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](/docs/manage-users#advanced-search-filters). For instructions on deleting a PBX user, [click here](/manage-users#deleting-users). - Learn about the [Enterprise Dashboard](/v1/docs/dashboard) and the [PBX User Status Indicators](/docs/dashboard#user-provisioning-status-indicators). - Learn about how to [setting up PBX users individually](/v1/docs/pbx-user-setup-individual). ## Part I: Bulk Upload PBX Users As an Enterprise Admin, either a [Global Admin](/v1/docs/global-administrator-requirement) or [non-Global Admin](/v1/docs/enterprise-manage-users-without-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. 1. Once logged in to the Enterprise Portal’s [Enterprise Admin Menu](/v1/docs/enterprise-admin-menu-standard), click on the the **Bulk Upload** menu item. The **Bulk Upload Users** page displays. 2. Fill out the following fields: **User Type** : Choose `PBX` . **Available Voice Routes** : Choose the voice route (gateway) for the imported users. **PBX Locations** : Choose the PBX location where the imported users are configured. **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** : Should an imported user already exist in the system, check this box if wishing to update the existing user with values from the imported file. If not wanting to update the existing users, leave this unchecked. ![](https://cdn.us.document360.io/312e5ae5-e3c1-465d-8e37-f253a7ba8eee/Images/Documentation/image-30U5ECGN.png) 3. Download the sample file format. Once you choose User Type and PBX location, you may download the file template. ![](https://cdn.us.document360.io/312e5ae5-e3c1-465d-8e37-f253a7ba8eee/Images/Documentation/image-65NYZSP7.png) > [!NOTE] > 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). 4. Open the sample file and prepare your CSV file for upload. ![](https://cdn.us.document360.io/312e5ae5-e3c1-465d-8e37-f253a7ba8eee/Images/Documentation/image-X1LR2P24.png) - **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. An **empty value** is considered “Don’t Update” which means “to keep the user’s existing Voice Routing Policy in Teams unchanged.” - **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](/v1/docs/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. > [!WARNING] > Note > > Some PBX systems have custom fields. Depending on your PBX software, there may be additional columns to fill out in the file. 5. Select **Upload** when you have successfully uploaded your desired Bulk Upload CSV file. ![](https://cdn.us.document360.io/312e5ae5-e3c1-465d-8e37-f253a7ba8eee/Images/Documentation/image-78XZF7P1.png) 6. 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. ![](https://cdn.us.document360.io/312e5ae5-e3c1-465d-8e37-f253a7ba8eee/Images/Documentation/image(488).png) 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. ![](https://cdn.us.document360.io/312e5ae5-e3c1-465d-8e37-f253a7ba8eee/Images/Documentation/image-1750191262606.png) 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. ![](https://cdn.us.document360.io/312e5ae5-e3c1-465d-8e37-f253a7ba8eee/Images/Documentation/image-1750191207209.png) Click **Submit** button when ready to proceed. The users will appear on the Enterprise Admin Dashboard. ![](https://cdn.us.document360.io/312e5ae5-e3c1-465d-8e37-f253a7ba8eee/Images/Documentation/image(491).png) ## 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. ![](https://cdn.us.document360.io/312e5ae5-e3c1-465d-8e37-f253a7ba8eee/Images/Documentation/image-1751580934498.png) 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. > [!NOTE] > Check Sync Status > > The user provisioning status will be reflected in the Enterprise Dashboard. Click here for more info about [User Provisioning Status Indicators](/docs/dashboard#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. **Results** The Admin will receive an email when the users have successfully been uploaded. ![](https://cdn.us.document360.io/312e5ae5-e3c1-465d-8e37-f253a7ba8eee/Images/Documentation/image-1750191147246.png) > [!NOTE] > Check user status > > The user provisioning status will be reflected in the Enterprise Dashboard. Click [here for more info about User Provisioning Status Indicators](/docs/dashboard#user-provisioning-status-indicators). > [!NOTE] > 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 A gateway, also called voice route, refers to the configuration settings that determine how incoming and outgoing phone calls made through Microsoft Teams are directed to the appropriate phone number on the PSTN, essentially defining the path a call takes based on the dialed number. This is represented as a "online voice routing policy" within the Microsoft Teams Admin Center.