Export and Import Organizations

The organizations configured on Yeastar P-Series Software Edition can be exported and saved as a template. You can fill in desired organization information in the exported file, and import the file to PBX again. This topic describes how to export and import organizations.

Export organizations

You can export the organizations data to a CSV file, and then make additions, removals, and changes to the file.
  1. Log in to PBX web portal, go to Extension and Trunk > Extension > Organization.
  2. To export specific organizations, do as follows:

    1. Select the desired organizations from the list.
    2. Click Export.
  3. To export all organizations, click Export directly.

    A CSV file is saved to your computer. To check and edit parameters in the CSV file, see Organization Parameters.

Import organizations

We recommend that you export organization data to a CSV file first, and use the file as a template to start with. In this way, you can save time and effort.
Note: The root organization (namely the company name) can not be imported.
Prerequisites
Requirements of an imported file:
  • Format: UTF-8 .CSV
  • Size: Less than 50 MB
  • File name: Less than 127 characters
  • Import parameters: Ensure that the import parameters meet requirements. For more information, see Organization Parameters.
Procedure
  1. Log in to PBX web portal, go to Extension and Trunk > Extension > Organization.
  2. Click Import.
  3. In the pop-up window, click Browse, select your CSV file.
  4. Click Import.

    The organization data in the CSV file will be displayed in the Organization list.