Set up a shared company contact directory in Dialpad: recommended workflowLast updated on 05/12/2023
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.
Make a copy of the template by selecting File > Make a Copy.
Fill in the fields on the template.
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: 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).
Email the file to 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!
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.