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How to Add Contacts to My Directory in Configuration Manager
8x8 Support

How to Add Contacts to My Directory in Configuration Manager

Objective

Adding contacts to the directory in Virtual Office Configuration Manager.

Please Note: Contacts uploaded in this way are only viewable within Virtual Office Desktop (VOD) and Virtual Office Mobile (VOM), and is not available on deskphones.

Applies To

  • Virtual Office Configuration Manager
  • Contacts
  • Directory

Procedure

Adding Individual Contacts

  1. Log in to Virtual Office Configuration Manager.
  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 Virtual Office Configuration Manager.
  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:
    • User.FirstName - First name of the contact
    • User.LastName - Last name of the contact
    • User.MobileNumber - 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.

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 Configuration Manager.