Batch importing or exporting phones and devices

Account owners and admins can import a pre-populated CSV file to import unassigned devices to the Zoom web portal as part of the provisioning process. You can also bulk assign phones to users.

You can also export a CSV file containing a list of all assigned or unassigned phones/devices for your own records.

This article covers:

• How to batch add unassigned phones or devices
• How to export a list of assigned or unassigned phones or devices

Prerequisites

• Pro, Business, or Education account
• Account owner or admin privileges
• Zoom Phone license 
• Certified device

How to batch add unassigned phones or devices

You add several devices at once using a CSV file. Added devices will need to be provisioned.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Phone System Management then Phones & Devices.
3. Click the Unassigned tab.
4. Click Import at the top of the page.
5. If you have multiple sites, select the target site you want the users to belong to.
   
6. Click CSV Sample. You can download a sample CSV file and view the required fields.
   Note: Click Supported Manufacturers and Models to view a list of acceptable entries. Fill in the Manufacturer and Model columns using this list for the CSV file to import correctly.
7. Click Download. 
8. Fill out the fields in the CSV sample using spreadsheet software like Microsoft Excel.
   Note:
   • Do not delete the first row with the field names. Make sure the manufacturers and models are correctly filled in.
   • If you have multiple sites, but haven't enabled site codes, leave the Site Code column blank. The phone will import to the target site you selected.
9. Click Upload CSV and select your completed CSV file to start the batch process.
   Note: If there's an error in one or more fields, the batch process will not complete. You will have these options:
   • Click Details to see a description of fields that were not filled in correctly.
   • (If applicable) Click Ignore Issues and Upload Others to continue the batch process. Any rows in the CSV with errors will not be imported. You won't see this option if all rows have errors.
   • If all rows in the CSV have errors, the batch process will not complete. Click Reupload after you fix the CSV file.
   • Click Close to cancel the batch import process.
10. Click Close if the batch process is successful.
11. Complete the provisioning process for desk phones or paging/intercom devices.

How to export a list of assigned or unassigned phones or devices

You can also export a CSV file containing a list of all assigned or unassigned phones/devices for your own records.

Note: The Zoom web portal doesn't support batch updating desk phones using a CSV file. You shouldn't edit the exported CSV then import it.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Phone System Management then Phones & Devices.
3. Click the Assigned or Unassigned tab.
4. (Optional) Use the search bar and drop-down menus to filter devices.
5. Click Export to download a CSV file of the current device table in the web portal.