CounterPath Bria Professional 2.3 Administrator Guide - Manual (Page 12)

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2.5 Creating a Contact List
Typically, users will want to create contacts in order to easily make phone calls, send IMs and transfer files. You
can provide a file (for example, the company contact list) that your users can import into their individual
softphones. This file can be:
• A comma-separated file. Use this method to import from a Microsoft® Excel® file. You will first have to
set up the file; see below.
• A Microsoft® Outlook® or Microsoft® Exchange contact list (a *.pst file).
• A vCard file (*.vcf file). A vCard is an electronic business card that is often attached to an email.
Setting up an Excel File for Import
1. Remove any introductory text or headings from the top of the file. (You can keep text at the end of the file;
it will be ignored during the import.)
2. Insert a blank row as the first row, then insert the headings that Bria Professional will use to interpret the
meaning of each column. The columns can be in any order. The most popular headings are:
• display-name
• entry_id
• given_name
• surname
• postal_address.
For a complete list of headings, see “Glossary” on page 45.
3. Save the file as *.csv.
To test out the import process, see the procedure in the Address Book chapter of the Bria Professional User
Guide.