CSV Onboarding is a tool that allows you to enter an exported list (.csv file) of users and (optionally) phone data into the KAZOO environment.  This replaces the process of entering the most common data manually when you are first setting up your users.

<aside> 💡 NOTE: This documentation refers to the Monster UI implementation

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Before you Start

• Create a .CSV (Comma-Separated Values) export file from your existing phone list. The following fields are used by KAZOO; you can create the same fields or if there are existing field names, map what is imported to the KAZOO names.

  first_name, last_name, password, email, extension, notification_email, mac_address, brand, family, model

• NOTES

  • If you want to upload User names only, the fields after extension are not required.
  • Notification_email field is optional for either onboarding option.
  • Double-check the field name and spelling of your phone model. It must match the syntax and capitalization exactly for the import to be successful.

Quick Steps

1. Open the CSV Onboarding app.
2. Choose if you want to Add Users only, or Add Users & Devices
3. Drag the .csv file you created into the box and pick Proceed.
4. You will see your imported file. The top row above the drop down fields displays the fields in your .csv file.
5. Using the drop-down fields, select the KAZOO field you want the .csv field to map to.
6. If you have advanced programming knowledge, enter your json payload information for
7. Pick Proceed. The screen will follow your progress.
8. If you want to cancel, close the window.

Detailed Steps