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      A Quick Guide to Importing a Contact List on Dialpad | Do’s and Don’ts

      New to Dialpad and unsure about the required format for uploading your contact list successfully?

       

      Super Admin users can upload shared contact lists through their admin portals.

       

      Where we need to go first

      1. Login to admin portal - https://dialpad.com/settings
      2. From the icons on the left side, click the gear icon (Admin Settings)

      3. Select My Company from the drop-down menu at the top left

      4.  From the options provided choose Shared Contacts

      5. Select Download CSV Template

       

       

      Key Information to Fill Out in the Contact List Template 

      (Columns marked with an asterisk (*) are required when uploading the file.)

       



      • *First_Name
      • *Last_Name

       

      Optional Columns

      While the following fields are optional, it’s important to follow the correct formatting, as even minor errors can prevent you from uploading your shared contact list. If you encounter a "Syntax error: Unexpected Token" when uploading, consider the following:

       

      • Email - ex. James@rainbow.com.au
      • Phones – Make sure to add + before the number, no spaces (follow the format +61485385452).
      • Company - Rainbow Inc. | Sydney Injury Lawyers | 24/7 Plumbing Services
      • Role - Director, Manager, Customer Support
      • URLs - https://www.untangled.com.au/
      • Country - FR, AU, UK, NZ

       

      Once completed, return to your Dialpad Admin Portal and upload the file under Admin Settings > My Company > Shared Contacts > Upload CSV.

      Screenshot 2025-02-14 090421

      Final Notes 

      (Based on our experience, these are common roadblocks that trigger a SyntaxError when uploading your Contact List.)

       

      • Optional Columns
      These can be removed if not needed in your contact list.

      • Importing Contact List
      Maximum of 500 contacts per upload.

      • Country Code
      Required only for International numbers
      (ex. AU = +61483850480 | FR = +33109758351).

      • Company
      Special characters and spaces are allowed.

      • U.S. Numbers
      Do not require a country code or abbreviation.

      • Client / Contact with Multiple Numbers
      If a client has multiple numbers, separate them with | without spaces (ex. +61412844940|+61422845950). 

      • Spaces

      Make sure your column headers and any characters or values (names, phone numbers, emails, company, roles, urls, and country) do not have any leading spaces (before and after) any characters or values.