Before importing contacts, it is strongly recommended to create a backup of the existing phonebook by exporting all entries to a local file.

Note: Imported contacts are added to your current phonebook. To avoid duplication of contacts you must clear entries your phonebook before your e-import.

To Import contacts from another contact manager:

  1. Prepare a CSV file with the following columns in the order listed: First Name, Last Name, Email Address, Extension, Phone Number, Mobile Number, Location, Title, and Comments. Columns may be left blank if no information is available however Name and Phone Number are required to make the Contact Center phonebook functional.

    Import Contacts

  2. To ensure your CSV file is formatted properly, you may export the current phonebook (even if there are no entries populated) and use a spreadsheet program to copy and paste contact information into the appropriate columns. Make sure to re-save your file in CSV format.
  3. When your CSV file is ready, click Import.

    Import Contacts

  4. The Import Phonebook dialog box opens.

    Import Contacts

  5. Click Choose File to locate your saved CSV file. If your CSV file contains column headers, place a mark in the checkbox so that column headers are not imported and then click OK.
  6. If the import is successful, your contacts will be added to the phonebook.

    Import Contacts