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How to Upload External Contacts in Contact Directory
8x8 Support

How to Upload External Contacts in Contact Directory

Objective

To learn how to upload external contacts in Account Manager Contact Directory.

Note: External Directory fields will display in Switchboard Pro, Virtual Office Desktop, Virtual Office Online and Virtual Office Mobile. External Directory contacts can be filtered by the end user.

Applies To

  • Account Manager

Procedure

  1.  Log into Account Manager.
  2.  Navigate to Accounts -> Contact Directory -> External Directory Upload.
      contact directory.PNG
  3. Click Download CSV Template.

    ext_dir.JPG
  4. Download and open the file.

    Enter information for External Directory display fields:

          First Name (30 alpha numeric characters) Required, must have characters

          Last Name (30 alpha numeric characters) Required, must have characters

          Nick Name (30 alpha numeric characters)

          Email Addresses (1024 alpha numeric characters)

                  Format for multiple entries - john.smith@example.com_WORK;jsmith@example.com_HOME

           Phones (512 alpha numeric characters)

                  Format for multiple entries - 1234567890_WORK;2345678901_HOME

           Addresses (2048 alpha numeric characters)

                        Format for multiple entries - 123 Street_San Jose_CA_12345_USA_WORK;456 Street_San Jose_CA_12345_USA_HOM

           Job Title (254 alpha numeric characters)

           Department (40 alpha numeric characters)

           Location (128 alpha numeric characters)

           Custom Field1 (254 alpha numeric characters)

           Custom Field2 (254 alpha numeric characters)

           Custom Field3 (254 alpha numeric characters)

           Contact Id (8x8 Use Only) (Do Not Edit This Column) This is used to synchronize contact changes

  1. Once you have made all your changes save the file to your computer hard drive.
  2. On the Contact Directory page click Upload CSV Template, then Proceed.
  3. Click Add, then locate the file you just saved and click Open, then Upload.
  4. Verify that the new information is correct and then click Submit.