1. Workcloud Communication PTT Pro Management Portal Customer Administrator Guide
  2. Bulk Load Data
  3. Bulk Users Templates
  4. Bulk Add Contacts
  • Workcloud Communication PTT Pro Management Portal Customer Administrator Guide
Bulk Add Contacts

Bulk Add Contacts

You can bulk-add contacts to a user using
BulkAddContacts.xslx
. This can be used if users were created without any contacts or if you want a specific list of contacts for users.
  1. Select
    Bulk Load
     and then select
    Templates
     to display the list of templates.
  2. Download the
    BulkAddContacts.xslx
     template to your local system and open it to edit.
    Enter the fields of the add contacts template to add contacts to the users.
    Ensure no spaces, dashes, or () symbols are in any field. Extra fields or symbols will cause the upload to fail.
    Action
    Select add:Contact. (Required)
    Customer
    Enter the name of the customer. (Required)
    Department
    Enter the name of the department. (Required)
    Owner User Login
    Login name for the user who will receive the contact. (Required)
    Contact User Login
    Login name of the user added as a contact. (Required)
  3. Save the template file as an .xslx file.
  4. Select
    Bulk Loads
     and then select
    Add
    .
    Drag the updated spreadsheet to the top of the dialog or click Add and select the file.
  5. Drag the .xslx file over the
    Add Bulk Load
     dialog box or select
    Add
     and upload the file from your computer.
  6. Enter a title for the bulk load job and select
    Submit and Run
    .
    The Ignore Dup Errors option prevents the bulk upload from creating a duplicate row in the database.
  7. If errors are found in the file, correct the errors and upload the file again.
The contact list of the users is updated with the specified contacts.