Populating by importing contacts – CounterPath Bria 3.5.1 for Mac User Guide - Enterprise Deployments User Manual

Page 40

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Populating by Importing Contacts

You can populate the Bria contact list by importing from an external file or files.Your system administrator may
have placed a file on a server for you to import. You can also import your own file or files, as many as required.
The new contacts will be added to the existing contacts.

Importing

You can import a contact list from:

CSV 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.

vCard. A vCard file (*.vcf file). A vCard is an electronic business card that is often attached to an e-mail.

1.

From the menu bar, choose Contacts > Import Contacts. The Import Contacts wizard starts.

2.

Select the file type and file location, and specify whether you want to replace or append to the existing
contact list.

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 will use to interpret the meaning of
each column. The columns can be in any order. Key headings are:

sip-address. Bria recognizes a value in this column as a softphone address and considers the address as
one that can be phoned and as an address that can be used for IM/presence (if SIP is being used for IM/
presence).

xmpp-address. Bria recognizes a value in this field as a Jabber (XMPP) address and will map this field
to the Instant Message contact method for the contact. Bria considers a Jabber address as one that can
be used for IM/presence (if XMPP is being used for IM/presence).

display-name, given_name, surname

business number

presence_subscription. Complete this column in one of these ways:

If you only want to share presence information with some of your contacts, fill in this column in
the file. Enter “true” for contacts whose online presence you want to see, leave blank or enter
“false” for others. During the import, you will be able to choose to share presence with only these
contacts. Bria will subscribe to the presence of these “true” contacts, assuming that the user has a
SIP (if using SIP for presence).

If you want to share presence with all your contacts (or with none), ignore this heading. During the
import you will be able to choose to share with all (or none) of your contacts.

For a complete list of headings, see “Contact List Headings” on page 71.

3.

Save the file as *.csv.

Exporting Contacts

You can export a contact list to a comma-separated file.

1.

From the menu bar, choose Contacts > Export Contacts. The Export Contacts wizard starts.

2.

Select the file type and file location for the created file.

A file of the specified type is created.

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