Why can't I import all contact details into RingCentral?
I am trying to import contacts from a CSV Excel file with the company name, contact name, business address, business phone and business fax, but the only thing that gets uploaded is the first and last name. How can I import the entire contact information?
At the risk of offending anyone from RC or indepedent installers who apparently don't want to freely share this information in a self-service fashion on the community site, here's a link to a CSV template that imports cleanly.
Thanks Chuck and Brian for helping out on this thread. Also, for anyone else who needs to import contacts one simple thing to remember is that if a system allows you to import a csv file, it will likely allow you to export a csv file as well. This is often the easiest way to get the correct format for most csv files.
In this case for RingCentral, you can log into your account and just click
Contacts > Personal > Export . When the file downloads you can open it look at the top row. It will have the correct format. You can just delete any entries that are on the form if you want to start with a blank csv file.
I just moved our services over to 8x8. We had too many service and support issues. This case was just a small example. Every minute I spend troubleshooting/investigating my phone system is a minute I'm not spending growing my business. Your official response here places the burden on the customer, forcing them into a path of trial-and-error and discussion board searching. All that instead of just posting a template. I posted a template in 2 minutes. You spent more time than that justifying why you're not going to change. Bye bye.
I just spent the better part of the morning attempting to import our 2400 contacts from our database to RingCentral. I can export these contacts in any manner I like, including the prescribed CSV format. I called RingCentral for assistance but the support person was unfamiliar with the function. In any case, this is a very poorly designed function. I would be delighted to hear if anyone has had any success with it. I wasted a couple of hours before throwing up my hands. While we are generally pleased with RingCentral's service, this inability to mass import contacts easily is a major fail.
The lack of customer service from this company makes me baffled at how its gotten this far. With a wonky, ultra nit-picky backend (I'm decently computer savvy and have problems, I can only IMAGINE what less computer savvy people go through) you'd think their tech support would be top-notch. I've sat on hold for 15+ minutes with no hint of response, no queue time, no communication other than a crappy hold song at 3pm, 6pm, and 10am EST. I came on here to look for an answer and I found it, thank you BRIAN, a non-employee. How the hell is this type of lackluster company support even possible in this age of customer service-oriented business?
HI Everyone. I am a new customer at RingCentral. I have to say so far their customer support has been great. I also had an issue getting my google contacts in to RC. I went to their support website where I did an online chat. I was on hold for about 3 min before someone came online. They tried to help me out but I told them I did not have time to handle the reformat of my contact sheet. I asked if I could just email my contacts to them and they handle it. They said sure and the person gave me their email for me to send my sheet. About 30 minutes later I got an email saying my service issue had been closed out. I logged into my account and there were all 1800+ contacts. Thanks again!