Sync, Edit & Manage your Contacts

Sync with G Suite/Office 365

Thanks to our integrations with Google and Microsoft, you don’t have to do anything for your G Suite / Office 365 contacts to sync with Dialpad.

Our two-way sync enables you to:

  • Search for G Suite/Office 365 in Dialpad
  • Make edits to your contacts within Dialpad (syncs)
  • Add contacts in Dialpad (syncs)
  • Remove contacts in Dialpad (syncs)

Our two-way sync is why new contacts appear in your productivity suite when someone calls your Dialpad number for the first time.

Sync with Other Providers

Accounts like Exchange, Hotmail or Outlook need to be manually synced by an individual user.

Your contacts associated with these providers gives you the following options:

  • Search for personal contacts in Dialpad
  • Make edits to your contacts within Dialpad (doesn't sync)
  • Add contacts in Dialpad (doesn't sync)
  • Remove contacts in Dialpad (doesn't sync)

We recommend managing personal contacts outside of Dialpad (this way the info stays current in Dialpad).

Sync Exchange Contacts

Here’s how to manually sync your Exchange contacts:

  1. Navigate to Dialpad.com>Your Settings>Add Contact Source
  2. Enter your email and password then click Sign In
  3. Select Exchange
  4. Enter your Exchange email and password

After following these steps, you’ll be brought to Dialpad where you’ll see the sync has connected.

If an error message displays, you may need to enter your Exchange username and server. Here’s how:

  1. Disconnect your sync
  2. Click Add Contact Source
  3. Enter your email and password then click Sign In
  4. Select Exchange
  5. Enter your Exchange email and password then click Advanced Settings
  6. Enter your Exchange username and server*

*Your username may be your Windows username rather than your email address. You can find your server name on the Outlook Web App

Sync Hotmail/Outlook Contacts

Here’s how to manually sync your Hotmail/Outlook contacts:

  1. Navigate to Dialpad.com>Your Settings>Add Contact Source
  2. Enter your email and password then click Sign In
  3. Select Other
  4. Enter your email, password, IMAP Host, IMAP Port #, STMP Host, STMP Port #*

After following these steps, you’ll be brought to Dialpad where you’ll see the sync has connected.

*If you need help finding your IMAP or SMTP info, try searching for POP and IMAP settings in your email client’s settings page.

Edit your Contacts

To edit a contact:

  • Open a conversation thread with your contact
  • In their profile, click Edit Contact
  • Make your edits then click Save Changes

Beyond editing names and #s, you can also adjust the primary # of your contact in cases where they have more than 1 contact #.

Primary___EN.png

Just click the phone # drop-down next to their name in your conversation thread to manually change their primary #.

View your Contacts

Click on Contacts in your left-hand sidebar to pull up the following categories:

  • Frequent: Contacts you interact with the most
  • Directory: Your fellow Dialpad team members (company-wide)
  • Departments: All Departments within your Office. Click on the Dept. to display all Operators

Search for Contacts

  • Click on the Search icon to pull up your search screen
  • Start typing in your contact's name or number to pull up their information

Screen_Shot_2017-04-22_at_11.03.30_AM.png

We split personal contacts and Dept. contacts out. You’ll notice Dept. contacts have a colored tag denoting which Dept. they belong to. 

Add a Contact

  • Click Contacts on your left-hand sidebar
  • Click Add a Contact on the right-hand side of your screen

Add_Contact_EN.png

Don't forget that contacts added in GSuite or Office 365 will automatically appear in Dialpad. 

Upload Shared 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 into Dialpad.

.CSV Format

Please only include the following required fields:

  • First_Name
  • Last_Name
  • Email
  • Phones*

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

How it Works

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

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

  • Name
  • Number
  • Email
  • Company Role
  • URL

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.

 

Have more questions about syncing contacts? Check out our FAQ.