EGT - Can you import users and services to a mailbox?

As the manager of your entity, you can import users or services to a mailbox. Importing users can be very useful for your organization, especially if you have a large volume of users.

There are two key situations to consider: importing to the global mailbox , where you only need to import the users, as this mailbox contains all services automatically; and the import to a specific mailbox , where you can import both the users and the necessary services.

To import users to a mailbox , follow these steps:

1. Go to Administration settings > EACAT Procedures > Mailboxes
2. Select the mailbox where you want to import the users.
3. Press the icon ... > Import users
4. Select one of the files: Users or Add Users. Decide whether you want to import all available users or those not yet assigned.
   
   • Users , an empty template named users-box-example.csv is downloaded, to be filled in with the Identifier (NIF or NIE) and the Name (first and last name).
   • Unassigned Users , a template named users-mailbox-available.csv is downloaded with all users not in the mailbox; and for each user the Identifier (NIF or NIE) and Name (name and surname).
5. Download the corresponding template.
6. Prepare one of the templates. Only CSV and semicolon (;) separated files are allowed. Remember that you must leave the first line unchanged, with the names of the fields that come to you by default.
7. Upload the file prepared with the import data and you will automatically see it in the list of mailboxes.
8. Review the import summary to make sure everything loaded correctly.

To import services to a mailbox , follow these steps:

1. Access Administration settings > EACAT Procedures > Mailboxes
2. Select the mailbox where you want to import the Services
3. Press the icon ... > Import services
4. Select one of the files: Services or Services s ense assignar . Decide whether you want to import all available services or those that are not yet assigned.
   
   • Services , an empty template named services-box-example.csv is downloaded, to fill in with the Service_Code and Service_Name-
   • Unassigned Services , a template named services-mailbox-available.csv is downloaded with all services that are not in the mailbox and their Service_Code, Service_Name, Service_Topic, and Service_Subtopic.
5. Download the corresponding template.
6. Prepare one of the templates. Only CSV and semicolon (;) separated files are allowed. Remember that you must leave the first line unchanged, with the names of the fields that come to you by default.
7. Upload the file prepared with the import data and you will automatically see them in the list of mailboxes.
8. Review the import summary to make sure everything loaded correctly.