Agent Bulk Import

From the main menu bar, click Agent Management > Agent Bulk Import. This allows supervisors to import new agents into Clarity Connect.

Purpose

Agent Bulk Import allows supervisors to import agent data from Active Directory or a CSV file rather than individually creating agents on the Agent Profiles page.

Actions

Import From Active Directory

Enter a user’s first name, last name, logon name, or e-mail address in the Search for a User field. Specify an organization using the Org Unit to Search drop-down menu (Figure 1).

Figure 1 Agent Bulk Import page

Search results will appear below the search box and may be filtered additionally using the fields above each column (Figure 2). If a user is already an existing agent in Connect, an icon (silhouette with headset) will appear next to his or her name instead of a check box.

Figure 2 Agent Bulk Import search results

Select users to import using the check boxes next to each name. These users will appear under Selected Users and can be assigned a team and skill template (optional) using the drop-down menus (Figure 3). Click Save to finalize changes.

Figure 3 Selected Users

Import From CSV

Users can also be imported by uploading a comma-separated value (CSV) file containing the desired users and their organization by clicking Choose File.

Search results will appear below the search box and may be filtered additionally using the fields above each column (Figure 2). If a user is already an existing agent in Connect, an icon (silhouette with headset) will appear next to his or her name instead of a check box.

Select users to import using the check boxes next to each name. These users will appear under Selected Users and can be assigned a team and skill template (optional) using the drop-down menus (Figure 3). Click Save to finalize changes.