---
title: "Set up a shared company contact directory in Dialpad: recommended workflow"
slug: "set-up-a-shared-company-contact-directory-in-dialpad-recommended-workflow"
updated: 2026-10-15T01:11:17Z
published: 2026-10-15T01:11:17Z
canonical: "help.servicetitan.com/set-up-a-shared-company-contact-directory-in-dialpad-recommended-workflow"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up a shared company contact directory in Dialpad: recommended workflow

Employees may have contacts that are not shared among all employees in Dialpad. This article helps create a shared company directory for contacts to be shared among all Dialpad users.

## Things to know

- If the CSV file is not formatted correctly the upload will fail.
- If the file is in another spreadsheet format such as XLS the upload will fail.

## Workflows

### Import your contacts

- Open the [CSV template](https://docs.google.com/spreadsheets/d/12o7Q0RRGA251lCoIa-Kg_P7wDluMMaMJt7x6huqaMUk/edit#gid=0).
- Make a copy of the template by selecting **File > Make a Copy**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-a-shared-company-contact-directory-in-dialpad-recommended-workflow-image-s4iec48r.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A21Z&se=2026-10-31T02%3A47%3A21Z&sr=c&sp=r&sig=93uKrJ1QnRTD4pqTXYkTMaE84wPu%2FJYR0nMa6AUDJts%3D)

Fill in the fields on the template.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-a-shared-company-contact-directory-in-dialpad-recommended-workflow-image-r2s8xxs6.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A21Z&se=2026-10-31T02%3A47%3A21Z&sr=c&sp=r&sig=93uKrJ1QnRTD4pqTXYkTMaE84wPu%2FJYR0nMa6AUDJts%3D)

- First_Name - Contact's first name only
- Last_Name - Contact's last name only
- Company - Contact's company
- Email - Contact's email
- Phones - Contacts phone number(If multiple please create multiple contact entries)
- Country - Contact's country

> [!NOTE]
> **Note:** If any of these fields are irrelevant please delete them from the form, however, there must at least be a First_Name, Last_Name, and Phones field.

- Download the file as a CSV file by going to **File > Download > Comma Separated Values (.csv)**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-a-shared-company-contact-directory-in-dialpad-recommended-workflow-image-n6gu07g0.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A21Z&se=2026-10-31T02%3A47%3A21Z&sr=c&sp=r&sig=93uKrJ1QnRTD4pqTXYkTMaE84wPu%2FJYR0nMa6AUDJts%3D)
- Email the file to [support@servicetitan.com](mailto:support@servicetitan.com)
- A member of the ServiceTitan support team will reach out once the contacts are added and visible to all Dialpad company users!