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

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Objective

Adding contacts to the directory in VO Configuration Manager.

Applies To

  • Virtual Office Configuration Manager
  • Contacts
  • Directory

Procedure

Adding Individual Contacts

  1. Log in to 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. e.g. 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. Click 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 (as .CSV).
  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, 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.