Import Operators and Templates

When importing operators, the Operator ID Field Type (set in System Configuration) must be set the same on both systems or there may be issues importing operators.

VoiceConsole enables you to import operator information (name, spoken name, operator ID, and operator number), notes, settings, and templates from one VoiceConsole system to another. This process eliminates the need for operators to retrain templates when they are moved from one VoiceConsole system to another.

  1. Export operator information from a separate VoiceConsole system. See Export Operators and Templates for information.
  2. From VoiceConsole, select Operator Management.
  3. Under Navigation, click Operators.
  4. Under Operator Actions, select Move Operators > Import operators.
    The Select Operator File page opens.
  5. Click Browse to navigate to and open the file that you exported from another VoiceConsole system.
  6. Click Next.
    The Review Operators & Conflicts page opens.
  7. Review the import information. This page lists the operators to be imported with the following status:
    • New operators to be imported: Number of operators that do not exist in the VoiceConsole system into which you are importing and are added upon import.
    • Updated operators: Operators exist in the VoiceConsole system that you are importing into, and that information is updated upon import. The operator must have the same name, spoken name, operator ID, and operator number in the import file and in the system receiving the import. If updates occur, the operators are listed on this page and selected to import by default. You can deselect operators that you do not want to import.
    • Conflicts with existing operators: Operators exist in the VoiceConsole system that you are importing into, but that information in the import file is not identical to the information in the system. Conflicting operators are listed on this page and are not imported into VoiceConsole.
  8. Click Import Operators to accept this information, and import the new and updated operator information and templates.

Upon import, operator information and templates are entered into the system from the new and updated operators, and a confirmation message appears. Click the Summary of actions link in the confirmation message to view and print the details of the import.