Export and Import Organizations

Cloud Voice lets you download every organization you have configured as a CSV (Comma-Separated Values) file. Treat that file as a working template: edit it offline to add, adjust, or remove organizations, then upload it to apply the changes in bulk. This page covers both directions of the process, exporting and importing.

Export all organizations

Exporting produces a single CSV file containing all of your current organizations, which you can then modify however you need.

1. Sign in to the PBX (Private Branch Exchange) web portal and open Extension and Trunk > Extension > Organization.

2. Click Export.

   The portal downloads a CSV file to your computer. For a breakdown of each column and the values it accepts, see Organization Parameters.

Note

Exporting only reads your current setup, so it is safe to run at any time and does not change anything on the system. The file is a snapshot of the organizations that exist when you click Export, so re-export whenever you need an up-to-date copy.

Import organizations

Tip

Export your existing organizations first and build on that file. Starting from the exported layout is faster than creating a CSV from scratch and helps you avoid formatting mistakes.

Before you begin

Your import file must meet the following requirements:

• Format: UTF-8 encoded .CSV
• Size: Under 50 MB
• File name: Fewer than 127 characters
• Values: Every parameter in the file must be valid. See Organization Parameters for the accepted format of each field.

Caution

If the file misses any of these requirements (wrong encoding, larger than 50 MB, a file name of 127 characters or more, or an invalid value in any column), the portal rejects the import. Check the file against every item above before uploading.

Steps

1. Sign in to the PBX web portal and open Extension and Trunk > Extension > Organization.

2. Click Import.

3. In the dialog that opens, click Browse and choose your CSV file.

4. Click Import.

   The organizations from your file appear in the Organization list.