If you have a long list of contacts, you can import that list to your RingCentral account using a CSV file. This is very convenient because you can add all the contacts from the list at the same time, instead of manually creating a new contact for each person you want to add.
IMPORTANT: To import an existing contact list, export the contact list from your extension, then use the exported file (exported_adress_book.csv) when you import your contacts list to your own extension. You will need to use the file that you have exported from your account to list your contacts if you intend to import your contact list to your account. The file that you will import should have the same format and tabs. DO NOT change, add or delete columns from this file.
If you encounter errors when uploading your Contact list, Troubleshooting Errors when Importing your Personal Contacts List. To import your Contact list, follow the steps below.
Step 1:
Step 2:
Click the
Contacts tab.
NOTE: If you are logged in as an
Administrator, you need to switch to
My Extension view to see the
Contacts tab. To switch to
My Extension view, hover your mouse over
Admin Portal, and then click
My Extension.
Step 3:
Click on
Personal.
Step 4:
Click on
Import.
Step 5:
Choose what you would like to do with duplicate records by selecting the button, and then click Upload to locate the CSV file that contains the Contacts list that you want to import.
You have 3 options:
• Overwrite existing record with the new record.
• Keep the current existing record and add new record imported from import file.
• Keep the current existing record and ignore record in import file.
IMPORTANT: To import an existing contact list, export the contact list from your extension, then use the exported file (exported_adress_book.csv) when you import your contacts list to your own extension. You will need to use the file that you have exported from your account to list your contacts if you intend to import your contact list to your account. The file that you will import should have the same format and tabs. DO NOT change, add or delete columns from this file.
If you encounter errors when uploading your Contact list, Troubleshooting Errors when Importing your Personal Contacts List. Step 6:
Select the file to upload and click
Open to attach file.
Step 7:
Click
Start Import.
Click on the links below for more information:
• Make sure to check your Contacts list on the CSV file that you want to upload. Each of the Contacts are required to have information on at least one of the following fields: First Name, Last Name, or Company Name. The Contact's Phone Number is also required.
• Import will fail if a Contact Name on your list has the following symbols: <, >, /, ". Please remove these four prohibited symbols from the Contact Names o the CSV file before importing.
• If the required fields are populated, save another copy of this file using the same format and a different name. Upload the new copy instead.
• Make sure to check your Contacts list on the CSV file that you want to upload. Each of the Contacts are required to have information on at least one of the following fields: First Name, Last Name, or Company Name. The Contact's Phone Number is also required.
• Import will fail if a Contact Name on your list has the following symbols: <, >, /, ". Please remove these four prohibited symbols from the Contact Names o the CSV file before importing.
• Remove the semi-colons from the CSV file.
To do this, follow the steps below:
Step 1:
Click on
Column A to highlight the contents. Click on the
Data tab, and then click on
Text to Columns.
Step 2:
On the Convert Text to Columns Wizard, select
Delimited as the file type that best describes your data, and then click
Next.
Step 3:
Tick the box for
Semicolon in the Delimiters section, and then click
Finish.
• Make sure to check your Contacts list on the CSV file that you want to upload. Each of the Contacts are required to have information on at least one of the following fields: First Name, Last Name, or Company Name. The Contact's Phone Number is also required.
• Import will fail if a Contact Name on your list has the following symbols: <, >, /, ". Please remove these four prohibited symbols from the Contact Names o the CSV file before importing.
• If the required fields are populated, save another copy of this file using the same format and a different name. Upload the new copy instead.
