Import Workstations

OverviewClosed

By default, inContact WFO matches Windows usernames from user profiles and logged-in inContact Screen Recording clients to associate workstations with agents.

This topic explains how to add multiple, statically mapped workstations in environments where the default method cannot be used.

For more information, see inContact Screen Recording Overview.

A common reason for mapping workstations is that Windows usernames are not unique for each user. However, multiple inContact WFO features do not work correctly in this scenario. See Workstation Considerations in inContact Screen Recording Overview.

Before You BeginClosed

Before starting this task, create your import file using Microsoft Excel or another program that allows you to save a CSV (comma-separated values) file. Each mapped workstation entry must be on a separate row, as shown in the following image, with the fields in this order:

  • Workstation
  • Port
  • Location ID

Do not include a header row.

(Optional) Obtain Location IDs Closed

If you do not know the Location IDs used in your system, click WFOTools & SettingsCore Functions System SettingsLocations Settings. The Location ID for each location is shown in the Ident column. Workstations will always be associated with the Premise location.

  1. Click WFO Tools & Settings Core Functions System Settings Workstations Settings.
  2. Click Import Workstations.
  3. Click Browse, locate your CSV file, and then click Open.
  4. Click Upload File.
  5. If all entries display the value True in the Verify column, click Import Now. Otherwise, troubleshoot your CSV file and then repeat this task.

See Also