Synchronizing With an Excel or CSV File

Use these steps to synchronize User or Contact sources with an Excel spreadsheet or CSV file.

Tip: Avoid using an Excel or CSV file as a user or contact source if at all possible, as difficulties may arise if this file becomes no longer available.
  1. From the VMP Administrator, select Users & Groups > Users .
  2. Click the Synchronization icon in the Users view.
  3. In the Reconfigure/Synchronize only window, select Yes, reconfigure settings. Click Next.
  4. Configure the Automatic synchronization options, and clear the wireless gateway default selector.
  5. Click the Add primary source with users icon (under Sources).
  6. Select Generic Excel or CSV from the Source type dropdown list. This selection auto-populates the Title field. You can accept the default title or customize the title.
  7. If your file is an Excel file, edit the connection parameters listed below and click OK.
    Table 1. Generic Excel connection parameters
    Parameter Description
    File path Click in this field to browse for the file, or type the path in the box.
    Login If required, enter a login and a password to access the Excel file.
    Password
    Confirm Password If a login and password are required to access the file, enter the password a second time to confirm the credentials.
    Worksheet If the spreadsheet includes more than one worksheet, enter the name of the worksheet to import as source data.
    Document contains columns title Select Yes if the spreadsheet uses title columns to define the data. Select No if the spreadsheet does not include title columns.
    Header row number Enter the header row number.
    Content row number Enter the content row number.
  8. If your file is a CSV file, edit the connection parameters listed below and click OK.
    Table 2. CSV connection parameters
    Parameter Description
    File path Click in this field to browse for the file, or type the path in the box.
    Login If required, enter a login and a password to access the CSV file.
    Password
    Confirm Password If a login and password are required to access the file, enter the password a second time to confirm the credentials.
    Encoding Select the text encoding option appropriate for the imported data. In most cases, the default option of Automatic is appropriate.
    Delimiter Use the dropdown list to choose a comma or semicolon as the string separator.
    Document contains columns title Select Yes if the spreadsheet uses title columns to define the data. Select No if the spreadsheet does not include title columns.
  9. In the sources dialog, highlight the source that you have just created, and click Next.
  10. The Field Mapping dialog allows for basic field mapping from the source to the VMP entry. Define the field mappings for your deployment, and click Next.
    Note: For more information about field mappings, see Editing User Fields and Defining Contact Fields.
  11. The synchronization script is generated by the import wizard options selected and is revealed in a script dialog box. Use the scroll bar to review the script and click Close.

    The Script dialog provides the option to manually configure contact options before running the import script. This dialog is useful for defining device and wireless gateway assignments. These options can be changed manually at any time after deployment.

  12. Click Check All to confirm the previously configured values.
  13. To specify that a user imported using this script is to be given access to the VMP Administrator, select the Admin Access checkbox.
  14. To specify that a user imported using this script is to be given access to the VMP Web Console, select the Web Access checkbox.
  15. Click Next.
  16. Select Export Address Book Entries to Vocera to export a CSV file containing a list of the VMP users that do not have a Vocera ID. You can use this file to create address book entries in the Vocera Voice Server. See Exporting Address Book Entries to the Vocera Voice Server for more information on this capability.

    Click Finish to continue.

  17. The synchronization script runs. When the sync is complete, click OK to close the successful sync dialog, and click Close to close the script window.