RCM:Step 4 - Adding company numbers

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Company numbers are common company office numbers (e.g. Reception or Help desk) and all calls to and from these numbers are treated as business calls. On initial setup this can be done by importing data from a CSV file(comma-separated values). This way you don’t have to fill out the details for each single number.

Also, you can add company numbers manually.

Contents

Preparing CSV file

To prepare a CSV file, perform the following steps:

1. Add at least one company number manually (see Adding company number manually).

2. Click on Company numbers link in the navigation menu.

3. Click Image:ICO_export.png Export to CSV link at the top to save a CSV file containing employees.

4. Use your favourite editor (e.g. Microsoft Excel, OpenOffice Calc, etc.) to open the exported CSV file and add necessary records to the. You can use this file as a template if you want to match records between RCM and your existing database.

Example of CSV file in Microsoft Excel
Example of CSV file in Microsoft Excel

5. Save the file in CSV format.

Note

The resulted CSV should contain the following fields: First name, Last name, Title, Company name, Mobile number, Office number, Fax number, Email.

Adding company numbers from a CSV file

Note

Prior to importing a CSV file in addition to existing company numbers, the records in CSV file fo not match to existing company numbers. If this is the case, delete similar records from CSV file.

To add company numbers from a CSV file

1. Click Company Numbers in the navigation menu.

2. Click Image:ICO_import.png Import from CSV in the action bar at the top.

Note

The CSV contains the following default fields:

  • Name (department/employee)
  • Number (telephone number)
Both of the fields are required. When creating a CSV-file using third-party software, make sure that data conforms to this format. This way you will maintain data conformity between RCM and the application (e.g. ERP).

Import company numbers
Import company numbers

3. Enter the path to the CSV-file containing company numbers or click Browse button and point to the folder where this file resides.

4. Click Upload.

Import company numbers
Import company numbers

Note

Company numbers are pushed to all company's phones.


See also:

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