Objective

Note: Contacts uploaded in this way are only viewable within {{workd}} and {{workm}}, Switchboard Pro, and 8x8 Contact Center Agent Workspace.They are not available on deskphones.

Applies To

• Admin Console
• Contacts
• Directory

Procedure

Numbers should include the country code and a +.

Adding Individual Contacts

1. Log in to 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 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

Additional Information