Import agents to Inbox using CSV

(This feature is currently in beta. Please contact customer support to get access to the feature).

In this article, you will learn how to import users to Inbox using a CSV file.

Import users

Please follow these steps to successfully import users to Inbox:

1. Download the sample CSV file.

2. Add data to the file.

3. Upload CSV to Inbox.

Download the sample CSV file

Please download this CSV file to get a headstart. Alternatively, you can create your own CSV file with the following mandatory headers:

1. firstName

2. lastName

3. nickName

4. role

5. email

6. languages

7. skills

8. platforms

Add data to the file

Once you have the CSV file ready, please fill it with the user data. The table below shows an overview of data:

Header	Description	Required	Example
firstName	User’s first name.	Yes	Jane
lastName	Users’ last name.	Yes	Doe
nickName	User’s nickname for Inbox.	No	Jane
role	User’s role in Inbox. Agent of Admin	Yes	agent
email	User’s email address.	Yes	[e-mail]
languages	Languages assigned to the user.	No	en:10
skills	Skills assigned to the user.	No	support
platforms	Platforms assigned to the user.	No	whatsapp:10

Please review the following sections to learn more about assigning languages, skills, and platforms:

1. Assigning languages to users

2. Assigning skills to users

3. Assigning platforms to users

Upload CSV file to Inbox

When your CSV file is ready, head to the Inbox and upload the CSV file by following these steps:

1. Head to Agents page in Inbox.

2. Click on Import Agents.

3. Upload the file.

Once the file is validated, the import process will start. You can close the modal after the upload. We will notify you by email once the process is complete.

Additional resources

Assigning languages to users

The format to add a language to a CSV row is language_locale:level.

• language_locale is the language code. For example en for English. You can find a full list here.

• the level is the language level for the user. Choose a value from 1 to 10.

To assign multiple languages, separate values with a semicolon (;).

Examples

• en:10

• el:5

• en:10;nl:5

Assigning skills to users

The format to add skills is skill_name_in_inbox.

• skill_name_in_inbox is the exact value of skills you create in Inbox.

To assign multiple skills, separate values with a semicolon (;).

Examples

• support

• finance

• support;finance

Assigning platforms to users

The format to add a language to a CSV row is platform_code:level.

• platform_code is MessageBird’s code for a platform. For example whatsapp. You can find a full list below.

• the level is the language level for the user. Choose a value from 1 to 10.

To assign multiple platforms, separate values with a semicolon (;).

Examples

• email:10

• instagram:5

• whatsapp:10;email:5

Platform Codes

SMS
WHATSAPP
FACEBOOK
TWITTER
LINE
EMAIL
EMAIL_FREEMIUM
TELEGRAM
WECHAT
WHATSAPP_SANDBOX
LIVECHAT
VIBER
GOOGLE_BUSINESS_MESSAGES
INSTAGRAM