Import a Contact List into a Phone Book

Using the Phone Book tool's import contact list feature, you can quickly import several contacts into a phone book by doing the following:

  1. Select the phone book to add a new contacts to. Click the + button to expand the phone book to view associated Finesse clusters.
  2. Select the cluster you want to add the contacts to.

  1. Click the Actions drop-down menu.
  2. Select the Import Contact List option. This opens the Import Contact List dialog box.

  1. Click the Download empty template button to download an empty Comma Separated Values (CSV) file for creating a new contact list, or click the Download template with data button to download a copy of the contact list.

  1. Choose a location to save the template and click the Save button.

NOTE:

This step may vary depending on the web browser used, as each have a different download interface. Some web browsers may save the file directly to the default Downloads folder, or the most recently selected download location.

  1. Locate and open the downloaded template file. It will open in Microsoft Excel or any other similar spreadsheet editing software.
  2. Enter or update the contact data by entering the information on each row below the first row.
  3. When finished, save the CSV document.

  1. Click the Upload file button.

  1. Locate and select the CSV file, and then click the Open button.

  1. Click the Process button to begin processing the template file, or click the Cancel button to cancel the operation.

NOTE:

If the wrong file was selected, click the Delete button to remove the file.

NOTE:

If canceling the operation, click the Continue button to confirm.

  1. Click the OK button to confirm the selected action for processing. Click the Cancel button to cancel the operation.

See Also