Service Titan Knowledge Base

Set up a shared company contact directory in Dialpad: recommended workflowLast updated on 02/18/2022

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

  1. Open the CSV template https://docs.google.com/spreadsheets/d/12o7Q0RRGA251lCoIa-Kg_P7wDluMMaMJt7x6huqaMUk/edit#gid=0

  2. Make a copy of the template by selecting File > Make a Copy

  3. Fill in the fields on the template

    First_Name - Contact first name only

    Last_Name - Contact last name only

    Company - Contacts company

    Email - Contacts Email

    Phones - Contacts phone number(If multiple please create multiple contact entries) 

    Country - Contacts country

    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. 

  4. Download the file as a CSV file by going to File > Download > Comma Separated Values (.csv)

  5. Email the file to support@servicetitan.com

  6. A member of the ServiceTitan support team will reach out once the contacts are added and visible from all Dialpad company users! 



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.