What is it?
Contacts is your organization's fax directory. It is intended to store and make available to your users, all of the frequently used contacts in your organization, this directory functions for 'outbound' messages being sent from your organization!
Organization admins have the ability to easily add contacts through a .csv file upload, providing an efficient and streamlined option for adding multiple contacts at once.
To use this feature, the organization admin will upload a .csv file containing the contact information of the individuals they wish to add. This file can be an existing contacts list that meets the file format requirements, or a new list created from a template available in Kno2. Once the file is uploaded, the contacts are searchable in the To field when sending a fax from Release.
A video walkthrough of the upload process is available here: Walkthrough: Successful Contacts as an Organization Administrator.
Once uploaded, users will be able to search for contacts in the To field when sending a new fax. A video walkthrough of searching is available here: Contacts Search Video Walkthrough.
Contact List Options
Click the options below for individual guides to walk you through setup of a csv file contacts list:
Additional Information
Organization admins wishing to learn more about Contacts Uploader requirements and troubleshooting can find additional details below.
Contact List File Requirements
The csv file used for upload must meet the following requirements:
Must be UTF-8 CSV file.
Must have the three required text headers:
Contact Value
Name
Company
Headers must be spelled correctly but are not case-sensitive.
Contact Value, Name and Company cell values must meet data requirements shown here:
Headers | Description | Limitations | Required? |
Contact Value | The send destination value. Example: Fax Number - 10 digits. |
| Always. |
Name | A text name description of the recipient. |
| If Company is blank. |
Company | A text name description of the company associated with the send destination value. |
| If Name is blank. |
Template Sample File
A downloadable sample file is available here for review and testing.
Description | File / Artifact |
Sample Data Set |  |
Upload Errors and Warnings
When uploading a file, if the data is incorrect or the template format doesn’t match, an error message will be displayed. Please contact support@kno2.com for assistance with errors/warnings.
Errors
Errors are displayed on the Contacts page until the next successful upload, which will automatically clear the error.
Warnings
If another organization administrator is already uploading a file, the following message will be displayed: "The file could not be imported as an upload is currently in progress".
