Export and Import Company Contacts

This topic describes how to export and import company contacts in NovoOne tenant.

Export company contacts

You can export company contacts to a CSV file for backup or to update contact information in bulk.

  1. Log in to NovoOne Tenant portal, go to Company Contacts.
  2. At the top of the list, click Export.

    A CSV file is downloaded to your computer. For more information about parameters in the CSV file, see Company Contacts Parameters.

Import company contacts

You can download the CSV template file, add new company contacts to it, and then import the file to the Tenant portal to add contacts in bulk.

Requirements
The imported file must meet the following requirements:
Item Requirement
Format UTF-8.CSV
File size Less than 100 MB
File name length Less than 127 characters
Import parameters Meet requirements defined in Company Contacts Parameters.
Procedure
  1. Log in to NovoOne Tenant portal, go to Company Contacts.
  2. At the top of the list, click Import.

  3. In the pop-up window, perform the following operations.

    1. Click Download Template File to download the CSV template and add company contacts in it.
    2. Click Choose a File to upload the completed template file.
    3. Click Save.
Result

The imported contact data is displayed in the Company Contacts list.