Upload a Custom Contact List

Learn how to easily upload and manage a personalized contact list for better organization and communication efficiency.

Written By Sara Mosher (Super Administrator)

Updated at April 9th, 2026

Ideal for managing a large number of customers or vendors, you can upload multiple external contacts at once by importing a .csv file into your net2phone contact list. 

Contact CSV upload requirements

Before uploading your contact list, make sure your CSV meets the following requirements:

  • The file must be saved as .csv (comma-separated values).
  • Your file must include the following required columns:
    • First Name
    • Last Name
    • Phone Number
  • Email is optional.
  • Phone Numbers must contain digits only.
    Accepted formats:
    • Canadian/US 11-digit format: 16135551234
    • Canadian/US 10-digit format: 6135551234
  • No blank rows, merged cells, or hidden characters.
  • Maximum recommended file size: 2 MB.

Example CSV Structure

First Name,Last Name,Phone Number,Email

Alex,Kim,16135551234,alex.kim@example.com

Jordan,Smith,16135554321,jordan.smith@example.com

Taylor,Lee,16135557654,taylor.lee@example.com

Download an example contact list to use as a template.


Step 1: Access the contact upload tool

Follow the steps below:

  1. Open your Profile Settings.
    1. Click your profile icon in the top right corner.
    2. Click your name under Profile Settings.
  2. Click the Contacts subtab on the left side.
Example: Contacts subtab within Profile Settings.

Step 2: Upload and map your contact columns

Select your .csv file using the drag-and-drop or click-to-browse controls.

After uploading your CSV, the Identify Contacts window appears. The configuration menu allows you to map the required fields in your file to the corresponding properties within the net2phone system.

To proceed:

  1. Select your CSV header for First Name.
  2. Repeat for Last Name and Phone Number.

The Next button remains disabled until all three required fields are mapped.

Example: Contact upload configuration confirmation window. 

Step 3: Map additional fields (optional)

After mapping the required fields, Sync displays a second screen titled More properties. This step allows you to map any additional columns you may have included in your CSV, such as:

  • Email
  • Additional Number
  • Company
  • Note
  • City
  • First Address

You may leave optional fields unmapped if they are not needed. Unmapped columns are ignored during import.

Click Next to proceed. 

Example: Optional fields available for contact upload mapping.

Step 4: Confirm and import contacts

After mapping your required and optional fields, the final screen displays a summary of the number of contacts to be imported.

On this screen, you can choose whether to add your imported contacts to your personal contact list only or to make them available to your entire team.

  • Imported contacts: Shows the number of contacts that will be added based on your CSV file.
  • Add to Shared contacts (optional): When enabled, all imported contacts will be added to the shared contact book for all team members in your organization.

Once you confirm your selection, click Import Contacts to complete the upload.

  1. Your contacts are imported.
  2. New entries appear immediately under Personal Contacts or Shared Contacts, depending on your selection.

Once the import is finished, your contacts will appear under your Personal Contacts list.

Example: Final contact upload confirmation.

Troubleshoot failed imports

Contact imports must match formatting expectations for the net2phone system to map your CSV file to contacts correctly. 

  • Invalid file format: Ensure the file is saved as .csv, not Excel (.xlsx) or text (.txt).
  • Missing column headers: Your file must include First Name, Last Name, and Phone Number.
  • Invalid phone number: Phone numbers must be digits only and include either:
    • the country code (e.g., 16135551234)
    • or a valid 10-digit Canadian/US number (6135551234)
  • Blank rows detected: Delete empty rows at the bottom of your CSV.
  • Duplicate contacts: Existing contact entries may be skipped automatically.
Example: Error message from an incorrectly formatted upload.