Import phones

PrerequisitesClick to expand

The import feature allows you to bulk import a group of phone configurations into Genesys Cloud using the provided CSV template. The template has the following fields:

Field	Description
Name	A unique name for the phone.
Base	The name of an existing base setting configuration.
Site	The name of an existing site.
Email	The email address of the phone’s user. Required for WebRTC phone and optional for other phones. When specified for other phones, sets the phone as the default for that user.
RemoteAddress	Required for remote phones.
HardwareID	Required for AudioCodes/Poly/Polycom phones.
KeyLabel	Optional – Genesys Cloud generates a KeyLabel from the phone name if not provided.
LineAppearanceID	Optional – Genesys Cloud generates a LineAppearance DIDfrom the phone name if not provided
DID	The DID phone number.
Extension	The phone’s extension number.

Click Admin.
Under Telephony, click Phone Management.
Click Menu > Digital and Telephony > Telephony > Phone Management.
Click the Phones tab.
Click Import phones from a comma-separated values file
Do the following:

Download the CSV file template and prepare for an import operation.Click to expand

Click phones_import_example.csv to download the template.
Open the CSV file template in a spreadsheet application.
Fill in and save the CSV file.
Note: To insure that your CSV file is properly imported, make sure that you save it using the UTF-8 format
Use the information below to fill in the appropriate fields in the spreadsheet for the type of phones that you want to import.
Proceed to the “Select a CSV file and perform an import operation” section.

Import guidelines

Type of phone	Phone Name	Base Settings	Site	E-mail	Remote Address	Hardware Id	Key Label	Line Appearance ID	DID	Extension
Genesys Cloud WebRTC	R	R	R	R	N/A	N/A	N/A	N/A	N/A	N/A
Remote	R	R	R	O	R	N/A	N/A	N/A	N/A	N/A
Generic SIP	R	R	R	O	N/A	N/A	N/A	O	A/R	A/R
AudioCodes or Poly/Polycom	R	R	R	O	N/A	R	O	O	A/R	A/R
PureCloud Softphone	R	R	R	O	N/A	R	O	O	N/A	N/A
Spectralink Wireless	R	R	R	O	N/A	R	O	O	A/R	A/R
Interaction SIP Station II	R	R	R	O	N/A	R	O	O	A/R	A/R

Legend:

R = Required field
O = Optional field
N/A = Not Applicable
A/R = As Required

Additional considerations

The phone name must be unique and it cannot contain spaces. Use an underscore “_” instead.
The base settings and site must exist.
The key label and line appearance ID are automatically generated if not filled in.
You can specify an existing email address to set the default user.
If you are creating a standalone phone, then either the DID number or extension is required.

Select a CSV file and perform an import operation.Click to expand

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