Address Book manual

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.

  1. From the Portal Page, choose Address Book > Setting.

    If you are not already logged in as Admin, enter your admin password when prompted.

  2. Select Import/Export Address Records.

  3. From the Import Record Data in CSV File screen, click Browse.

    The File Upload window appears.

  4. 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.

  5. When done, click Import.


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