How to Manage Contacts in Admin Console

Adding Individual Contacts

1. Log in to 8x8 Admin Console.
2. In the upper left, select Menu.
3. Select Contacts.
4. Select Create Contact.
5. Fill in the following required fields:
   • First Name
   • Last Name
6. Fill in the following optional fields if needed:
   • Phone Number
     Note: The cell/field in the CSV file must also include the phone number TYPE, as this is a requirement when manually adding a phone number for a contact. Otherwise, the bulk upload will ignore the phone number in the CSV file. Example: +445558889999 WORK (for a UK number).
   • Email
   • Nickname
   • Job Title
   • Department
   • Location
7. Select Save.

Adding a List of Contacts

1. Log in to 8x8 Admin Console.
2. Select Menu > Contacts.
3. Select Bulk Upload.
4. Select 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
7. Fill in the following optional fields if needed:
   • Contact.PhoneNumbers
     Note: The cell/field in the CSV file must also include the phone number TYPE, as this is a requirement when manually adding a phone number for a contact. Otherwise, the bulk upload will ignore the phone number in the CSV file. Example: +445558889999 WORK (for a UK number).
   • Contact.NickName
   • Contact.JobTitle
   • Contact.Department
   • Contact.Location
   • Contact.Email
   • Contact.CustomField1
   • Contact.CustomField2
   • Contact.CustomField3
8. Save the file (as .CSV).
9. Repeat steps 1 and 2 to get back to the Bulk Upload page.
10. Select the circle to browse your system and select the file you filled out.
11. Select Save. The screen may spin for a while.

Deleting a Contact

To delete a contact, select the delete icon to the right of the contact entry.

Additional Information

If you have set up a contact list but are not able to see the contacts, click here for further instructions on how to display the contacts in 8x8 Admin Console.

If the contact's phone number does not appear after being added via bulk upload, verify that the Contact.PhoneNumber field includes both an E.164 formatted phone number and the type of number (e.g., WORK, HOME, MOBILE, OTHER).