If your organization has previously uploaded a contacts list, it can be updated to add, remove, or change contacts as necessary. Once uploaded, users will be able to search for updated contacts in the To field when sending a new fax.
Download Existing Contacts List
Navigate to Settings > Contacts.
Click the download icon in the top right.
A file called “Contacts.CSV” containing all the currently saved contact values will download. The file is pre-sorted alphabetically by the name column by default. If there are no names listed in the name column, the file is pre-sorted alphabetically by company.
Update Contacts File
Update the Contacts.csv file by adding, removing, or editing the contacts as needed.
Your contacts list 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. |
Upload the updated Contacts file
Once updated, upload the Contacts.csv file to replace the previous contacts with the updated contacts list.
Video Walkthrough
If the upload is successful:
A notification will display in the top-right corner indicating that “Contacts imported successfully”.
A section called “Last Successful Upload” will display with file metadata.
The following fields will appear if successfully uploaded:
File Name - This is the name of the file uploaded successfully.
File Size - This is the size of the file uploaded.
Number of Contacts - This is the number of contacts generated from the upload. This also represents the total number of contacts for an organization because only one uploaded file can be active at a time.
Upload Date - This is the date the file was uploaded for an organization.
Uploaded By - This is the username / email of the user that uploaded the contacts file.
Upload Errors and Warnings
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".
