How to import contacts from a CSV document
Ozeki Dialer software lets you import different type of Excel contact lists. In this tutorial I will show you step by step how to create an Excel contact list and how to import contacts from a CSV file.
Step 1 - Create an Excel document
Open Microsoft Excel and write Full name, Phone number and Email into the first row, like on Figure 1. Then you can start adding names, numbers and email addresses from the second row.
Figure 1 - Create an Excel document
Step 2 - Save the Excel document
At 'Save as type' select CSV (Comma delimited).
Figure 2 - Save the Excel document
Click on 'Save'.
Figure 3 - Save the Excel document
Please now return to Ozeki Dialer.
Step 3 - Create a CSV address book
On the 'Quick Start' page select 'Step 1 - Address books'.
Figure 4 - Select 'Step 1 - Address books'
After that, click on 'Create new address book' and choose the 'CSV' addressbook type.
Figure 5 - Create a CSV addressbook
Step 4 - Upload your CSV file
At 'Address book name' you can add a name for your address book.
If you click on 'Browse...' you can select the Excel CSV file which you would like to use. Finally, it is time to upload the file. Click on the 'Upload' button and you will see the uploaded file highlighted in blue! Now you can click 'Ok'.
Figure 6 - Uploading your CSV file
Note: Pay attention to the format of your file! In case of selecting e.g an XLSX file Ozeki Dialer will send an error message.
Figure 7 - Error message
Step 5 - Managing your contacts
Please click on the 'Contacts' button in order to edit information of your contacts.
Figure 8 - Open the details page of your addressbook
If you would like to modify a contact click on the 'Open' button next to it.
Figure 9 - Open the details page of your contact
Now it is possible to provide more data of your contact. Click on the 'Add contact information' button and then choose from the different information types.
Figure 10 - Add contact information
In case, you would like to add a new contact to the list then click on 'Create new contact'.
Figure 11 - Create new contact
In the 'Contact details' window you can add basic information about the contact. If you are finished, select 'Ok'.
Figure 12 - Provide contact details