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How to upload external contacts in Admin Console
8x8 Support

How to upload external contacts in Admin Console

 

Objective

8x8 Work administrators can centrally maintain a directory of contacts that are external to their organization. These contacts are accessible to end-users in the contact directory of the following apps:

  • 8x8 Work for Desktop
  • 8x8 Work for Mobile
  • Switchboard Pro
  • 8x8 Contact Center Agent Console

Applies To

All Admin users on X series can upload external contacts

Procedure

You can create an external contact one at a time or import them in bulk.

To create an external contact:

  1. Log into Configuration Manager.
  2. From the menu, select Contacts.
  3. In the following screen, click Create contact.
  4. Enter the basic contact information such as first name, last name, and phone number.
  5. Enter additional information as necessary.
  6. Click Save. An external contact is now successfully created. Go back to the Contacts page to view the newly added contact.

How to import external contacts in bulk

  1. Log into Configuration Manager.
  2. From the menu, select Contacts.
  3. In the following screen, click Bulk upload.

Bulk Upload.JPG

  1. If you already have an existing list of contacts in the CSV format, locate the file, drag and drop it.
  2. If you need to create a list of contacts:
    1. Download the template in CSV format.
    2. Open the template file in Excel, add contact information and save the file.
    3. Drag and drop this file to the bulk upload page.
  3. Click Save.
  4. The processing time may vary depending on the file size. While the upload is in progress, check out the status in the header under Tasks.
  5. Once the upload is complete, you will be notified with a message.

Limitations:

  • External contacts are not visible on the deskphone directory.
  • During bulk upload of contacts, file size is limited to 10 MB (~ 40000 contacts) per upload.
  • Custom labels on custom fields are not supported.
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