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:
Download the sample CSV file.
Add data to the file.
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:
firstName
lastName
nickName
role
email
languages
skills
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 |
User’s email address. | Yes | jane.doe@example.com | |
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:
Upload CSV file to Inbox
When your CSV file is ready, head to the Inbox and upload the CSV file by following these steps:
Head to Agents page in Inbox.
Click on Import Agents.
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 |
LINE |
EMAIL_FREEMIUM |
TELEGRAM |
WHATSAPP_SANDBOX |
LIVECHAT |
VIBER |
GOOGLE_BUSINESS_MESSAGES |
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