18. Import Company-wide Address Records via CSV Files | (System Settings) |
As a system administrator, you have the option to import a CSV (comma separated value) file of address records to the Address Book. These records will be company-wide records.
Note: Users can import their own CSV files for Personal records.
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From the Portal Page, choose Address Book > Setting.
If you are not already logged in as Admin, enter your admin password when prompted.
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Select Import/Export Address Records.
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From the Import Record Data in CSV File screen, click Browse.
The File Upload window appears.
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Select a file to upload.
Note: Be sure the file is formatted to match the default column order as shown on the Import/Export page in order to ensure the data is imported into the proper fields.
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When done, click Import.