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How do I add Contacts to my directory in Virtual Office Configuration Manager?
8x8 Support Knowledge Base

How do I add Contacts to my directory in Virtual Office Configuration Manager?

Objective

This guide overviews the different ways you can add contacts to the directory in Configuration Manager

Applies To

Virtual Office configuration Manager

Procedure

Adding Individual Contacts

  1. Log into the Virtual office Configuration Manager
  2. Navigate to the User page and click Create user
  3. Fill in the following required fields
    • First name
    • Last Name
    • Email - If you don't have the contact's email, use a fake email EX: none@8x8.com
    • Site - The business location this contact will correspond to. If you have multiple sites, this can be used in conjunction with Directory Scope to only show the contact in certain sites
    • Username - Should auto populate. This will not allow the contact to login to your system or notify the contact in any way unless you add a license
  4. Fill in the following optional fields if needed
    • Contact Directory Scope - this controls who within your company can see the Contact
    • Job Title
    • Department
    • Address
    • Personal Contact Number
  5. Press Save

Adding a List of Contacts

  1. Log into the Virtual office Configuration Manager
  2. Navigate to the User page and Click Bulk Upload
  3. Click download advanced .CSV template
  4. Open the Downloaded file in Excel
  5. Fill In the required fields starting in row 3
    • User.FirstName - First name of the contact
    • User.LastName - Last name of the contact
    • User.Email - Contacts email address  If you don't have the contact's email, use a fake email EX: none@8x8.com
    • User.Site - The business location this contact will correspond to  if you have multiple sites, this can be used in conjunction with Directory Scope to only show the contact in certain sites
  6. Fill in the Optional fields as needed starting in row 3
    • User.Title - Job title for the contact
    • User.MobileNumber - Phone number for the contact
    • User.Department - Department for the contact
  7. Save the file
  8. Repeat steps 1 and 2 to get back to the Bulk Upload page
  9. Click the circle to browse your system and select the file you filled out
  10. Click Save, the screen may spin for a while, If you encounter any errors contact our support department for assistance