Export and Import Company Contacts

Cloud Voice lets you move your company contacts in and out of the system as a CSV (comma-separated values) file, a plain-text format that any spreadsheet program can open. Export the current list to work on it offline or to use as a template, add or revise entries in a spreadsheet, then import the file to update the shared directory in bulk.

Export company contacts

Exporting downloads every company contact into a single CSV file that you can freely edit, extend, or trim before importing it back.

1. Sign in to the PBX (private branch exchange) web portal and go to Contacts > Company Contacts.

2. Click Export.

   The CSV file downloads to your computer. For an explanation of each column and the values it accepts, see Company Contacts Parameters.

Note

Open the downloaded file in any spreadsheet program to add, change, or delete rows. Keep the header row and column order intact so the file still imports cleanly.

Import company contacts

Tip

Export your existing contacts first and use that CSV as your starting template. Beginning from a correctly formatted file is faster and helps you avoid parameter errors.

Your import file must meet the following requirements:

• Format: UTF-8 encoded CSV (UTF-8 is a text encoding that supports international characters)
• Size: Under 300 MB
• File name: Fewer than 127 characters
• Parameters: Each field must contain a valid value. See Company Contacts Parameters for the accepted formats.

Caution

A file that is not saved as UTF-8, exceeds 300 MB, has a name of 127 characters or more, or contains an invalid field value will be rejected at import. Some spreadsheet programs save CSVs in a different encoding by default, so choose “CSV UTF-8” (or the equivalent) when you save.

To import the file:

1. Sign in to the PBX web portal and go to Contacts > Company Contacts.

2. Click Import.

3. In the dialog that opens, click Browse and choose your CSV file.

4. Click Import.

   The contacts from your file now appear in the Contacts list.