Adding contacts and importing contacts in Zonitel
Create a contact manually or import a spreadsheet, then check the saved record and complete its profile.
Use Contacts in the Office portal to maintain the people your business calls, messages and books appointments with. Start with a single contact when you are entering someone individually; use Import when you already have a prepared contact file.
Before you begin
Confirm the business or location shown at the top of Office. Search by the person's name, phone number or email before creating another record. If a record already exists, open it and review the details instead of immediately adding a second one.
Contacts toolbar: Import, Export, Config and New contact.
Create a contact manually
- Open Contacts → New contact.
- Select the telephone country code, then enter the local phone number. The new-contact form requires a phone number.
- Complete First name, Last name, Email and Date of birth when appropriate. These fields are optional on the new-contact form. Use the date picker for the birthday.
- Review the country code and number together, then click Create contact.
- Return to Contacts, search for that number and open the record to confirm the saved details.
Optional name, email and date-of-birth fields on the new-contact form.
If the form stays open, review its validation message. Correct the indicated field before submitting again. Avoid creating a second record simply because it has not appeared under a name search; search by phone as well.
Import existing contacts
- Open Contacts → Import.
- Choose Download example template and prepare your file using the current column headings. Replace the example rows with your own contacts.
- Attach one CSV, XLS or XLSX file, no larger than 10 MB.
- For CSV files, review the column mapping when presented. Match the phone, name, email and other supplied columns to their intended contact fields.
- Review the selected file, then click Import contacts.
- Check Recent imports and use Refresh to review the status. Search for several imported numbers in Contacts and inspect their fields.
A submitted import is not the same as a completed import. If its status is Pending, allow it to finish before submitting the same file again. For preparation, failed jobs or unexpected fields, use the detailed import guide.
Complete the contact profile
Open Edit to maintain the contact's main information and use its Save button. The profile also has History, Address, Notes, Group Lists, Appointments and Custom Fields tabs. Address, note and appointment forms have their own action buttons; finish the action in the relevant tab and verify the result there.
If you cannot find Contacts or an expected action, first confirm your location and ask your administrator to check your access. Do not create replacement records in another location to work around an access problem.