Import Users and Devices

Choose the image that looks most like your screen once logged in:

Importing Users and Devices

NOTE: Users and devices are imported separately
 

• Steps to Import Users
• Steps to Import Devices

Steps to Import Users

1. Log in to the portal as an administrator.
    
2. Hover over Users at the top of the page and select Add Users.
    
3. Select the Import Users option.
   
   
    
4. Click the Download XLS Template or Download CSV Template buttons.
    
   • XLS: Microsoft Excel file.
      
   • CSV: Comma-separated values file, compatible with Excel and other programs.
      
   
   
    
5. Fill out the template with the required information for up to 40 users.
    
6. In the NextOS portal, click Upload Complete Template.
   
   
    
7. Select the file from your computer.
    
8. The file will be reviewed, and any errors will be marked.
   
   
    
9. Once all errors have been addressed, click the Complete Import button.
   
   
    
10. Confirm the import by clicking Import Records in the pop-up.
    
    
     
11. Wait for the users to be imported, then click Finished when complete.
    
    
     

Steps to Import Devices

1. Log in to the voice portal as an administrator.
    
2. Hover over Devices at the top of the page and click Add Devices.
    
3. Select the option to Import Multiple Devices.
   
   
   
    
4. Click the blue Download XLS Template or Download CSV Template:
   
   
   • XLS: Recommended, as it includes drop-down options that match device types in the Nextiva system.
     
     
   • CSV: Alternate format compatible with Excel and other programs.
     
     
5. Fill out the template, listing the device type and MAC address.
    
6. Save the file.
    
7. In the NextOS portal, click the Upload complete template button.
   
   
   
    
8. Select the file from your computer.
    
9. The devices will be uploaded to the account and will need to be assigned to users.