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Importing Users in Bulk - CSV File Template Table Instructions

In the table provided below, you'll find a comprehensive breakdown of each column in the
template. This includes information on whether the field is mandatory (✓) or optional (✗)
in case you are creating or updating, the supported values for that particular field, and
whether there's a default value that will be used if you leave it empty. Additionally, you
find considerations outlined for each column to keep in mind while filling out the
respective information.

Talkdesk Template Table Instructions

Column Description Mandatory Supported Default Notes

name Values Value

Current Current ✓ email n.a. Mandatory to

Email Email the update users'
User has. (Update) operations
Used for
matching for
updates

Full Name Name to be ✓ string n.a.

used for the
user (Create)

Email The email ✓ email n.a. Won't accept

that will be an email that
associated (Create) already exists
with the new in the Account.
users
Mandatory for
creating user’s
operations

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Importing Users in Bulk - CSV File Template Table Instructions

Ring Ring Groups ✗ Agent If it doesn’t

Groups can exist in the
represent account, it will
skills, be created.
departments,
languages, Ring groups
and many should be
other items. separated by
Through ring commas,
groups, without spaces,
Talkdesk at the
routes beginning and
different end. Example:
types of calls agent, sales,
to users with support
the proper
skills to
handle them

Agent Set users ✗ true and true

Activation Active or false
Inactive

Internal Used to set ✗ integer n.a. When enabled,

Extension Extension this is the
numbers for internal
back office extension that
users callers use to
reach this
agent. The
setting may not
apply when a
Studio Flow is
assigned to a
number.

External The number ✗ string n.a. The setting

Phone that calls are may not apply
Number routed to when a Flow is
when use of assigned to a

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Importing Users in Bulk - CSV File Template Table Instructions

“External number.
Phone” is
enabled.

Agent IVR Legacy ✗ true and false

Settings - false
Can be set to
False

Role Set the ✗ string Agent Must be an

permissions existing Role in
of the user the Account.

ACW Enabling ✗ true and false

Enabled After Call false
Work which
sets
dispositions
and call
notes after
the call

ACW Time in ✗ 0, 5, 10, 0 ACW Enabled

Timeout which the 15, 30, needs to be set
After Call 60, 90, to true.
Work window 120, 180,
will time out 300, 600 Numbered
for filling out and 900 values are set
in seconds.

Inbound Enabling and ✗ true and false

Disposition disabling use false
s of Inbound
Disposition
Sets

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Importing Users in Bulk - CSV File Template Table Instructions

Outbound Enabling and ✗ true and false

Disposition disabling use false
s of Outbound
Disposition
Sets

Mood Legacy ✗ true and false

Survey Setting - Can false
be set to
false

Enable When set to ✗ true and When the

Outbound true, it false setting is
Caller ID enables the different from
user to select the Account
the outbound Settings, it will
number used override it.
for calls.
Otherwise,
Talkdesk will
select the
best possible
number to
use

Set Number to be ✗ String n.a. If no number is

Outbound used for provided, API
Caller ID outbound will use the
calls. Account default
number.

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Importing Users in Bulk - CSV File Template Table Instructions

Client Sets the ✗ String talkdesk_m If you are using

Integration integration in ain the Default
which the Talkdesk client
user will be integration,
active. For please do not
example, fill in this field.
Salesforce.
If you are using
another client
integration,
please ensure
that the client
name is correct
and according
to this list.

External ID Agent ✗ String n.a. This is

identifier on necessary, for
an external example, for
system. some Talkdesk
Healthcare
Experience
Cloud features.

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