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Settings / Lines |
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Add by unit or mass import the user's lines you want to deploy. You will be able to deploy Datalert on these lines in the bulk configuration wizard. |
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1. Using mass import to add several lines:
- Go to Settings / Lines
- Click on "Add line"
- Click on "Download Template" and save the template on your computer (or use the template at the end of this article)
The header looks like:
lastname;firstname;email;id;country_code+phone_number;tag;is_sms_active - Prepare the template
- Keep the header line into the file
- Each field must be separated with a semi column: ";"
- The phone number format must be: country code + phone number
- Example: 14049323434 (for USA phone number)
- Example: 33659095433 (for a French phone number)
- The tag field - Tags are useful to select lines into Datalert portal. Tags can be any information you need to see on the portal such as organization information, location information, carrier, manager name or EID...
- You can add as many tags you want for a line
- Each tag must be separated by a "space"
- If a tag has a space itself, replace the space by a"_". Example "Los Angeles" --> "Los_Angeles"
- "is_sms_active" field defines if the device can receive SMS or not
- If this is for a smartphone the value needs to be "1"
- If this is for a tablet / iPad the value needs to be "0"
- Keep the header line into the file
- When the file is ready, save it with a .csv format.
- Drag and drop the file into the "Drop file here" zone, or upload it by clicking into the same zone.
2. Adding manually a few lines
- Go to Settings / Lines
- Click on "Add line"
- Click on "Add line" into the new window
- Enter an ID - usually EID but if you do not have it you can enter the name or make up one.
- Enter the First Name and last Name of the person who owns the line
- Enter the email of the person who owns the line
- Chose the country the phone line is native from
- Type the phone number
- Domestic format without the country code and without space
- example: 4049222343
- example: 0603045434
- Domestic format without the country code and without space
- SMS option.
- If it is a smartphone leave it checked (as a smartphone can receive SMS)
- If it is a tablet / iPad un-check it (as a tablet / iPad cannot receive SMS and will receive an email instead).
- If you need to add another line manually, click on 'Add line" as many time as you need
- Submit
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