Contactor

Contactor is the bulk way to populate the Company Directory: instead of adding contacts one at a time, you upload a .CSV file and create many records at once. Use it when you are onboarding a new organization, importing an external contact list, or loading customer and vendor details in one pass.

Uploading contacts

Prepare a .CSV file with a row per contact and a header row naming the columns (name, phone numbers, email, organization, and so on), then upload it here. Each row becomes a Contact in the directory.

Best practices

• Include phone numbers for every contact so inbound calls can be matched to a name.
• Start with a small sample file to confirm your columns map correctly, then upload the full list.
• Keep the spreadsheet as the master copy of any large external list so you can re-import cleanly if you need to make sweeping changes.

Related documentation

• Company Directory - where uploaded contacts appear and can be edited.
• External Contacts - manage non-user contacts individually.