Table of Contents

Bulk User Import

Administrators can onboard dozens or thousands of users concurrently by importing delimited text files or CSV spreadsheets into FaxCore.

Navigate to Utilities > Import Users.

Import Users Interface


Default Import Layout (30 Columns)

If selecting the FaxCore Default Import Header, the CSV input file must structure fields in the following order:

UserName,DisplayName,FirstName,MiddleName,LastName,CompanyName,Email,Fax,Http,Ftp,File,Printer,Mobile,FaxRaw,Phone,Route,Desc,Password,Role,FileFormat,PreferAddressType,ReceiveNotify,SendNotify,Authentication,RouteField,RoutePriority,RoutePrefix,RouteLength,LocalCSID,LocalCallerID

Field Definitions & Examples

Column Name Description Example Value
UserName Unique login account name (Required) jsmith
DisplayName Formatted name displayed across client John Milano Smith
FirstName User's given name John
MiddleName User's middle name Milano
LastName User's surname Smith
CompanyName Organizational or tenant name Contoso Corp
Email Email address. Append FMT=PDF or FMT=TIF to set attachment format jsmith@contoso.com FMT=PDF
Fax Outbound fax number +1-720-870-4141
Http Webhook or HTTP POST endpoint URL http://app.contoso.com FMT=PDF
Ftp FTP delivery endpoint ftp://ftp.contoso.com FMT=PDF
File Local or UNC network folder path \\server\shares\faxes FMT=PDF
Printer Windows network printer name HP LaserJet 4000
Mobile Cellular phone number 1-720-870-4141
FaxRaw Raw fax string without parsing 17208704141
Phone Voice desk telephone 1-720-870-2900
Route Direct Inbound Route (DID) digits 4141
Desc Narrative user description Accounting Department
Password Account initial password TempPass#2026
Role Access role: 1=System Admin, 2=Domain Admin, 3=Super User, 4=Standard User 4
FileFormat Default notification attachment format (PDF or TIF) PDF
PreferAddressType Primary delivery channel (EMAIL, FAX, HTTP, FTP, FILE, PRINTER) EMAIL
ReceiveNotify Receive email notifications (TRUE or FALSE) TRUE
SendNotify Send confirmation notifications (TRUE or FALSE) TRUE
Authentication INTERNAL (FaxCore DB) or EXTERNAL (Active Directory) INTERNAL
RouteField Source column used to build inbound route (FAX, PHONE, etc.) FAX
RoutePriority Priority assigned to generated inbound route 100
RoutePrefix Digits to prepend to inbound route 9
RouteLength Digit length to capture from right 4
LocalCSID Custom CSID broadcast on outbound transmissions Contoso Corp
LocalCallerID Custom Caller ID broadcast on outbound transmissions 1-720-870-4141

Custom Header & Control File Import

When user data comes from HR or ERP systems with custom layouts, choose Custom Header and provide a control file specifying the column order:

Sample Control File (layout.ctl)

UserName, Email, DisplayName

Sample CSV File (users.csv)

UserName, Email, DisplayName
faxcore01, jsmith@clientcompany1.com, John Smith
faxcore02, hbrown@clientcompany1.com, Helen Brown
faxcore03, mjones@clientcompany2.com, Martha Jones

Fallback Default Settings

When using custom layouts with omitted columns, the Admin Panel allows administrators to supply default fallback values for Default Password, Role, File Format, and Authentication.