IP Office Manager can import configuration settings created elsewhere. This can be useful when setting up a new system or sharing common settings such as a directory between systems.
•Comma Separated Variable Text Files (.csv)
These are plain text files. These files can be created and edited using programs such as WordPad or Excel. The format is CSV using commas as field separator, no text delimiters and no header row. The simplest way to check the required format for a CSV file prior to import, is to export and study the settings from an existing system.
File Name |
Fields in Order |
Notes |
Directory |
Name, Number. |
– |
HuntGroup |
Name, Extension, Group, Hunt, Rotary, Idle, Queuing On, Voicemail On, Broadcast, Voicemail Email. |
Apart from Name, Extension and Voicemail Email, the fields use a 1 or 0 value for on or off. |
License |
License, License Key |
The License field is for information only and is ignored during import. |
ShortCode |
Code, Telephone Number, Feature. |
– |
User |
Name, Extension, User Restriction/Rights, Voicemail Email. |
|
Configuration |
The format of this CSV is too complex to be described. It is a full export of all the IP Office system's configuration settings. This file format should only be used for export and import between systems and not for any offline editing. |
|
•UTF-8 Character Encoding
IP Office Manager imports and exports CSV files using UTF-8 character encoding which uses a double byte to support characters with diacritic marks such as ä. Other applications, such as Excel, may, depending on the user PC settings, use different encoding which will cause such characters to be removed or corrupted. Care should be taken to ensure that any tool used to create or edit the CSV supports all the characters expected and uses UTF-8 format.
•Importing into Manager from Excel
From Excel save the file as a .csv. This file will use ANSI character encoding. Open the file in Notepad and use the Save As option to rename the file and select UTF-8 encoding. Import the UTF-8 version of the file into IP Office Manager.
•Exporting from IP Office Manager into Excel
Do not double-click on the file exported from IP Office Manager. Start Excel and use File | Open to select the file. Excel will recognize that the file uses UTF-8 encoding and will start its text file importation wizard. Follow the wizard instructions and select comma as the field delimiter.
Exporting Settings
1.Within IP Office Manager, load the IP Office configuration. Select File | Import/Export....
2.Select Export.
3.Select the type of file. The list of exportable entry types will change to match the file type.
4.Select the types of items that should be exported.
5.Use the Save In path to select the location for the exported files. The default location used is sub-directory of the IP Office Manager application directory based on system name of the currently loaded IP Office system.
6.Click OK.
Importing Settings
Importing settings will overwrite any existing entries that match an entry being imported.
1.Within IP Office Manager, select File | Import/Export... from the menu bar.
2.Select Import.
3.Select the type of file. The list of items will change to match the type of file selected and whether a matching file or files is found in the current file path.
4.Use Look In to adjust the file path.
5.Select the types of items that should be imported.
6.Click OK.