Zello Work’s user import tool allows admins to assign new and edit existing user configurations in bulk via a CSV file. It provides a means for admins to make wide-scale updates to their network's user configurations without adjusting and/or adding profiles one-by-one.

The export tool, on the other hand, allows admins to quickly export user data. This includes (but isn't limited to) information such as the username, contacts, and tags associated with each individual user. The export tool may prove useful in a variety of circumstances, including editing existing user configurations.  

Please note that these features aren't available when accessing the management console from your phone. You must access the management console from your desktop to utilize both the import and export tool.

User Import

Use Cases

The capabilities of user import include, but aren’t limited to, adding users to the network; sending SignOn links; assigning a user template; cloning a user; enabling shared devices for a user; and assigning channels, direct contacts, and tags to either a new or existing user. 

Although simple to use, the import tool is a relatively complex feature that addresses a variety of use cases. You may find it useful in the circumstances below, but please note this is not an exhaustive list:

• If you’d like to add multiple users to your Zello Work network at once, use the import tool. All users can be assigned usernames, passwords, channels, direct contacts, templates, shared devices, and tags from a single spreadsheet, as well as sent SignOn links for easy onboarding. This prevents admins from having to provision users one-by-one.
  
  Additionally, Zello's cloning feature can be used in conjunction with the import tool by adding a clone_from column to the CSV. Please note that you cannot upload more users than your subscription allows for. Learn more about adjusting the number of users on your subscription plan.

  Use Cases May Include:
  -Addition of recent hires to you Zello Work network
  -Expansion of your network to include new teams and/or offices

• Utilize the import tool to edit existing users' configurations. Using the CSV, you can enable the shared devices function for a user; (re)enter their phone number and/or email; add a display name and/or job title; add channels, contacts, templates, and/or tags; or change their password. 
  

  Use cases may include: 
  -Adding multiple users to an existing channel. 
  -Adding tags to users so they can be managed by a sub-admin.
  -Adding job titles/display names to many users. 
  -Enabling the shared device feature for a group of users.   
  -Deleting users.

• SignOn links can be sent and/or resent in bulk via the user import feature. To do so, add a signon_send_to column to the CSV when you're configuring the user. They'll then receive a message with a link to download the Zello app, as well as a link to sign in to the network. 
  
  If there’s a significant number of network users who haven’t signed in to Zello Work yet, use this feature to re-send SignOn links to their email and/or phone. This allows admins to nudge existing users who have yet to log in, in turn easing the adoption process. 
  
  

  Emailed SignOn link

  Texted SignOn link

Using the Import Tool

Adding/editing users via the import tool is a two-step process: first create a CSV file with the appropriate user information, then upload the file to the management console. 

• The first step of utilizing the user import tool is creating the corresponding CSV file. Please note that a template of this file can be downloaded from the management console's import page; the table below outlines and explains the file's possible headers. 
  

  Note: If you’re adjusting a large number of existing users’ configurations, consider exporting their data and amending the spreadsheet accordingly, as described in the User Export section. 

  username (always required)	Zello Work username of the user you’d like to configure. This field is required under any and all circumstances.
  pass	User’s password. This field is only required if you’re adding a new user.  You do not need to enter a password if you’re modifying a current user’s configuration.  You can, however, change a user’s password via CSV import.  If you’re adding a new user, the text entered in this column will be assigned as the user’s password.
  email*	The user’s email address.
  phone*	The user’s phone number.
  full_name*	The user’s intended display name. If nothing is entered here, the individual's username will appear alongside their communications.
  job_title*	If you’d like, enter the user’s job title. This will appear next to their display name:
  channels*	Enter the name of any channels you’d like to assign the user. Users cannot add themselves to channels.  Please note that channels cannot be created via the user import tool, and they must be established before you assign users to them. For assistance with the channel import tool, see this article; for assistance setting up channels one-by-one, see this article.
  contacts*	Enter the username for any direct contacts you’d like to give the user 1:1 message access to. If adding more than one direct contact for the user, separate each username using a semicolon.
  template*	If you’d like to apply a template to this user, enter the template’s name as it appears in the console here.
  signon_send_to*	Email or phone number you’d like the SignOn link to be sent to. SignOn links allows users to easily log in to their Zello Work account.
  clone_from*	If you’d like one user’s permissions and configurations to match another’s, use the clone feature.  Enter the username of the individual you’d like to clone a user from in this column.
  shared*	If you'd like this account to utilize our shared devices feature, add "1" to this column.
  imei*	Assign device IMEI numbers to provision users for select hardware/accessories, like the Siyata SD7.
  tags*	Tags can be used to assign sub-admins management capabilities over other users. If using more than one tag, separate each using a semicolon.
  delete*	Delete a user’s profile by adding “1” to this column. Otherwise, leave this column blank.

  
  *Optional fields.
  

  Reminder: You can only import as many users as your network is subscribed for. See this article for assistance adjusting the number of users in your network.

• 1. Sign in to your management console at [yournetworkname].zellowork.com
  
  2. Select Users from the taskbar. Then click Import Users.
  
  

  Please note: Channels cannot be created via the user import tool. For more information about using the channel import tool, see this article. 

  3. Click Choose a file and upload the CSV created in part 1. If you intend to update existing users with the CSV file, ensure you’ve toggled ON the Update existing users with new data from the CSV file option. 
  
  
  4. Click Proceed to upload the file.

User Export

Existing user data can be exported from the console’s Users page. Exported data for each user will include the following headers: username, email, phone, signon_send_to, full_name, job_title, channels, contacts, tags, clone_from, template, shared, delete. Note that password information will not be exported. 

In addition to providing details about the individual users on your network, the export feature may prove useful when altering existing user configurations as described in the User Import section.

For example, if you'd like to assign users as shared device accounts, export all users to a CSV; add a 1 to the users' "shared" column; then re-import the CSV into the management console. 

To export user data: 

1. Sign in to the management console at [yournetworkname].zellowork.com.
2. From the taskbar, click Users. Then click Export Users.
   
   
3. Select the format of your CSV. The click Download File.