How to Manage Contacts in Admin Console

Adding Individual Contacts

1. Log in to 8x8 Admin Console.
2. Click Menu > Contacts.
3. Click Create Contact.
4. Fill in the following required fields:
   • First name
   • Last Name
5. Fill in the following optional fields if needed:
   • Phone Number
   • Email
   • Nickname
   • Job Title
   • Department
   • Location
6. Click Save.

Adding a List of Contacts

1. Log in to 8x8 Admin Console.
2. Click Menu > Contacts.
3. Click Bulk Upload.
4. Click download advanced .CSV template.
5. Open the downloaded file in Excel.
6. Fill In the required fields starting in row 3:
   • Contact.FirstName - First name of the contact
   • Contact.LastName - Last name of the contact
   • Contact.PhoneNumber - contact number
7. Fill in the following optional fields if needed:
   • Email
   • Nickname
   • Job Title
   • Department
   • Location
8. Save the file (as .CSV).
9. Repeat steps 1 and 2 to get back to the Bulk Upload page.
10. Click the circle to browse your system and select the file you filled out.
11. Click Save, the screen may spin for a while.

If you encounter any errors, create a case with 8x8 Technical Support for assistance.

Deleting a Contact

To delete a contact, simply press on the delete icon on the right of the contact entry.

Additional Information

After having a contact list but not able to see the contact, click here for further instructions on how to display the contacts in 8x8 Admin Console.