Add external contacts

You can create an external contact one at a time or import them in bulk.

To create an external contact:

1. Go to Home >Contacts.
2. In the Contacts page, click Create contact.
3. Enter the basic contact information such as first name, last name, and phone number.
4. Enter additional information as necessary.
5. Click Save. An external contact is now successfully created. Go back to the Contacts page to view the newly added contact.
   
   

1. Go to Home>Contacts.
2. In the Contacts page, click Bulk upload.
   
   

3. If you already have an existing list of contacts in the CSV format, locate the file, drag and drop it.

   

4. If you need to create a list of contacts:
   1. Download the template in CSV format.
   2. Open the template file in Excel, add contact information and save the file.
   3. Drag and drop this file to the bulk upload page.

5. Click Save

   The processing time may vary depending on the file size. While the upload is in progress, check out the status in the header under Tasks.

   

6. Once the upload is complete, you will be notified with a message.

   

Note: To update external contacts in bulk, click Generate contact report to download the existing contacts in the CSV format. Make the necessary changes and save it. Upload the CSV file following the procedure above.

With the ability to search external contacts by name, email, job title, department, phone number etc., you can now access the desired contacts quickly. This comes in handy especially if you are searching through a long list of contacts.

1. Go to Home > Contacts to view the list of existing contacts.

2. In the search box, enter a keyword and press Enter to search and filter the contact list based on the keyword.
   A resulting contact list displays.