Importing Contacts into Contact Manager
You can create multiple contact records at once on the LiveVox Portal (LVP) using the Import feature of Contact Manager. This feature enables you to import contact records from a file on your computer into Contact Manager on the LiveVox Portal.
This article describes how to import contacts from a comma-separated values (CSV) file into Contact Manager.
Before You Begin
Procedure
To import contacts from your file into Contact Manager:
- On LVP, on the Configure tab, click Contacts > Contacts.
The Contacts window (Contact Manager) appears. - Click Import.
The Import Contact window appears. - Specify values in the following fields:
- File: Select your file by clicking Choose File.
-
File Format: Select the input filter you created.
- Click Import.
A message stating that the import task is running appears. - After the message disappears, refresh the window.
All the contacts in your file are imported to LVP, and they appear on the Contacts tab of Contact Manager.