01/11/18 20:41 PM  

Importing Personal Contacts to your RingCentral Account

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SummaryHow do I import personal contacts to my RingCentral account?
Details

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. 

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.

Admin - My Extension
 

Step 3:

Click on Personal.

Personal Tab
 

Step 4:

Click on Import.

Select 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. 
 
Import Contacts Option

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.

Select File to Import
 

Step 7:

Click Start Import.

Start Import
 

Troubleshooting Errors when Importing your Personal Contacts List

Click on the links below for more information: 
 

1. Attention: Some of your contacts do not have enough required information and will not be imported. Contacts require at least one of the following: First Name, Last Name, or Company.

 
wrong file prompt

• Make sure to download and use the CSV file exported from your account. For more information, go to Exporting your Personal Contacts list from your RingCentral Online Account
• 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. 
 

2. Please make sure you are using a valid CSV file and try again.

 
• Make sure to download and use the CSV file exported from your account. For more information, go to Exporting your Personal Contacts list from your RingCentral Online Account
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.

User-added image

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

User-added image

Step 2:

On the Convert Text to Columns Wizard, select Delimited as the file type that best describes your data, and then click Next.

User-added image

Step 3: 

Tick the box for Semicolon in the Delimiters section, and then click Finish.

User-added image

 

3. Contact List not imported after uploading the CSV file.

Make sure to download and use the CSV file exported from your account. For more information, go to Exporting your Personal Contacts list from your RingCentral Online Account
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. 
 
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