Import and export contacts

Use a CSV file to add a whole list of contacts at once instead of typing each one. You can also export contacts to a file. Importing needs an administrator or department administrator role. See company, department and private contacts for who can do what.

Some labels in your portal or apps may look slightly different from this guide.

Prepare your file

The first row must be the header row, with these columns exactly: name,last_name,company,contact_type,phone,phone_label,email,email_label,fbUserId,notes. Don't rename, remove or add columns. If the import rejects your header row, ask CallSprout support for a sample file.

The portal offers a template with the right header. Start from it, so you don't have to build the file by hand.

Import a file

1. 1
   Step 1:

   Open the import tool

   In the admin portal, open Contacts, then CSV Manager.

2. 2
   Step 2:

   Choose who sees the contacts

   Pick Global, Private (and choose the extension that owns them), or Department (and choose the departments). Every contact in the file gets that visibility.

3. 3
   Step 3:

   Pick your file

   Choose Choose File and select your CSV. Use Template if you need a blank copy.

4. 4
   Step 4:

   Upload

   Select Upload and wait for the job to finish.

5. 5
   Step 5:

   Check the results

   Select Details next to the finished job to see any rows that failed.

Fix rows that failed

The details list shows each failed row with its row number, name and a reason. The header counts as row 1, so the first contact is row 2.

Correct the file and import it again. Contacts that already exist are updated, not copied, so you can upload the whole file a second time.

Import from the Communicator app

A person whose extension has the right can import from the app too. In Communicator, open Contacts, then the External tab, and select Import File. The button doesn't show for people without that right. The app shows a total, and how many contacts are new, updated or failed. See company, department and personal contacts.

Export contacts

Choose which contacts you want: Global, the Private ones for one extension, or a department. Then select Download to get a CSV file.