Shared Company Contacts

Have contacts you'd like to share across your Company? Just provide us with a CSV file of your existing contacts and our support team will upload them to Dialpad. You can upload up to 8000 contacts per CSV file.

Dialpad Company Admins on a Pro or Enterprise plan have the ability to create shared contacts on their own through our API. 

Please note, once they have been uploaded to your account, these contacts will not show up in your Directory contacts, you will have to search for them. 

Formatting your CSV

To ensure that your contacts are uploaded as accurately and efficiently as possible, be sure to review the below requirements. 

Mandatory fields

  • First_Name
  • Last_Name

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Fields are case sensitive. 

Optional fields

Have additional details you'd like to add? No problem. Dialpad will upload and enter the following optional fields. 

  • email
  • phones*
  • company** 
  • role
  • urls
  • country***

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*If you're adding more than 1 phone #, just separate them with a |. Ex: 7777777777|5555555555.

We won't be able to accept #s formatted with periods ex: 777.777.7777. Unformatted numbers (4152222222) work the best.

** Country codes are only required for numbers outside the US

***International numbers require the country code and abbreviation. US numbers do not need a country abbreviation. 

Interacting with Shared Contacts

Once the upload is complete, your shared contacts will be searchable by every user within your Company. A few things to keep in mind:

  • Shared contacts that interact with Depts will display a colored tag and will create a Dept contact
  • Communication history (calls & messages) with shared contacts that interact with a Dept will be searchable/viewable by Operators
  • Updates to shared contacts affect every instance of the shared contact in Dialpad (including their listings in your Dept)
  • Shared contacts are editable by every user in your Company

Updating Contact Info

Edit any of the following fields and Dialpad will update the contact's profile wherever it appears:

  • Name
  • Number
  • Email
  • Company Role
  • URLs

Shared contacts can be deleted, however, it will only delete the user’s specific communication history, text content, etc. The shared contact will still be searchable after deletion.

Lastly, shared contacts don't sync back to G Suite or Office 365.

Searching Shared Contacts

Currently shared contacts can only be searched by the following:

  • Email
  • Name
  • Phone Number

 

 

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