Upload shared contacts to Pilot Voice

    This article explains how to upload shared contacts to a domain.


    It’s very likely that multiple people at your company interact with the same clients or vendors on any given day. Maybe it's a client who works with customer success and sales, or a vendor who speaks weekly with accounting and marketing.

    Adding people to your contact list can be time-consuming and tedious. But with Pilot Voice, admins can save some time by uploading shared contacts for all users to easily access. 

    Admins can add shared contacts individually or mass import them from Google, Outlook or Apple contacts.

    Click through the tabs below to import, export and manage contacts in the portal.

    How to add a single contact

    Step 1: Log in to the Pilot Voice portal. Your Login Name will be in the format of extension@domain. 

    Step 2: Navigate to the “users” tab and click on shared contacts

    Step 3: Click on “add a shared contact” and enter the contact information. When done, click save and you’ll see your new contact appear in the shared contact folder.

    How to mass upload a shared contact

    Step 1: In the contacts tab, navigate to the upper right corner and click “import”

    Step 2: The portal enables contact uploading from Outlook, Google and Apple vCard. To access or create these contacts do the following: 

    Accessing your contacts from Google

    Step A: Login to your Gmail

    Step B: click the 9 dots in the upper right-hand corner and click contacts

    Step C: here you will see your existing contacts, and if you don’t click create contact to make one

    Step D:  Enter contact info and click save 

    Step E: Click the 3 dots to the right of the contact and export.


    Accessing your contacts from Outlook

    Step A: Open Outlook and click File.

    File Tab

    Step B: Click Open & Export > Import/Export.

    Open & Export Tab and Import/Export Option

    Step C: Select "Export to a file."

    Step D: Click Next.

    Export to a file Option and Next Button

    Step E: Select "Comma Separated Values." 

    Step F: Click Next.

    Comma Separated Values Option and Next Button

    Step G: Select Contacts option under Personal Folders. 

    Step H: Click Next.

    Contacts Option and Next Button

    Step I: Click Browse and choose both a name and location for the exported file.

    Step J: Click Next.

    Browse Button and Next Button

    Step K: Click Finish.

    Finish ButtonFor more information on exporting contacts out of Outlook click here.

    Accessing your contacts from Apple vCard

    Step A: Navigate to the contacts app on your mac 

    Step B: Click on an existing contact, or create a new one by clicking the + sign and then new contact 

    Step C: Once a contact is selected, you can drag it right to your desktop or click file in the upper left hand corner of your laptop screen and then export → export vcard  

    For more information about accessing contacts from Apple vCard click here.

    Step 3: Browse the downloaded contact file from either Google, Outlook or Apple vCard and select the file and click import.

    Step 4: Click on my contacts from the upper left drop down menu and you should see your new contact in this list.

    How to manage contacts

    Deleting a contact: To delete a contact, click the red x on the right side of your contact

    Editing a contact: To edit a contact, click the pencil icon on the right side of your contact.

    Exporting a contact:

    Step 1: Click export in the upper right hand corner of the users/ shared contacts tab

    Step 2: Choose contacts you want to export from the “contacts to export” dropdown menu, and format to export to. Click export.


    Hooray! Your team now has access to shared contacts and can speedily dial them (they might not thank you, but we’re sure they’re appreciative). 

    Looking to add people to your personal directory? Check out this article.

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