You can Bulk edit / upload users in Roster Management by clicking on your name in the upper left corner, or by logging into VoiceOps and going to https://app.voiceops.com/v/roster-management.

You can then use Bulk edit / upload users to add, manage or disable reps by supplying a csv file of the reps you want to manage.

You can use the template csv file attached to this article for your own roster updates.

The csv file must contain a header row and some of the following fields.  

    email: Looks up the rep.

        Required.

    integration_id: Sets a rep's integration id. The integration ID uniquely identifies calls for this rep.

        Required for new users, optional for existing users.

    team_name: Assigns a rep to a team. Note: this value is case-sensitive.

        Required for new users, optional for existing users.

    first_name: Sets a rep's first name.

        Required for new users, optional for existing users.

    last_name: Sets a rep's last name.

        Required for new users, optional for existing users.

    new_email: Updates an existing rep's email.

        Optional for existing users.

    disable_rep: Disables rep if populated,

        Optional for existing users.

To clear a field, leave the field empty. Any empty fields will not be updated.

Sample File

In the sample above, joe@example.com will be added to Team Stars, or, if disabled, will be enabled as the disable_rep field is blank (null).

Jane@example.com will have her email address updated to jane.agent@example.com.

Alice@example.com will be disabled, as any value in the disable_rep field disables the rep.