Importing personal contacts in zoom

The user of Zoom can upload a CSV file that contains their personal contact information, such as names, email addresses, phone numbers, and more, in order to store these in Zoom. You can save your contacts to your account, which will be synchronized across your Zoom desktop client, mobile app, and web app under the Contacts tab > My Contacts section under the Contacts tab. The Zoom Phone can also be used to call your contacts if you have a Zoom Phone license.

The calendar/contacts integration feature is useful for organizations that do not use Outlook or Google for managing their contacts, or for organizations that have restricted their staff from using the calendar/contacts integration feature to sync their contacts with Outlook or Google. The Zoom mobile app also allows you to view your phone’s contacts if you’re using Zoom Phone on the Zoom mobile app in conjunction with your Zoom phone.

This article covers:

• Limitations of importing personal contacts

• How to import contacts using a CSV file

• How to replace current personal contacts

• How to delete current personal contact

Prerequisites for importing personal contacts

• Zoom Phone license to call contacts with a phone number

• Zoom desktop client or mobile app, 5.8.3 or higher for your personal contacts to be synced

Limitations of importing personal contacts

• The maximum number of contacts that you can import is 1,000.

• Individual contacts cannot be edited or deleted by the user. If you wish to overwrite all contacts that are already in your database, you can only upload a new CSV file.

• Contacts from Zoom’s web portal can be synced from Zoom’s desktop client and mobile app to Zoom’s web portal and mobile app. Contacts > My Contacts is the section where you will find all your personal contact information. It is possible to name a sub-section under which the contacts appear while importing them with the option to name the sub-section. In the Personal Contacts section, you will not be able to create sub-sections to organize your contacts.

How to import contacts using a CSV file

You can use the Zoom web portal to download a sample CSV file and then edit it with your personal contacts in order to begin using personal contacts.

1. Zoom’s web portal can be accessed by signing in.

2. Go to the navigation menu and click on the Personal Contacts option.

3. Then click the Import button.

4. If you would like to download a sample CSV file, click here.

5. Use a spreadsheet program such as Microsoft Excel to open the CSV sample.

6. For each contact, please provide the following information:
   

     Note: All phone numbers must be formatted according to the E.164 standard. In each of the five relevant fields, there is only a single phone number that can be specified.

   • Name (required): The display name of the contact.

   • Email Address: This is the email address of the contact.

   • Office: The phone number of the contact’s office.

   • Home: This is the phone number of the contact’s home.

   • Mobile: The phone number of the contact on their mobile device.

   • Fax: The number of the fax machine used by the contact.

   • Phone: This is the main phone number of the contact.

   • Company: This is the company that the contact works for.

7. The file should be saved.

8. Click on the Zoom web portal to return to the home page.

9. Please click on Personal Contacts from the menu on the left.

10. Then click the Import button.

11. It is important to give this contact group a display name.
    

      Note: When you select My Contacts in the Contacts tab, the display name will be displayed at the top of the page

12. Select the CSV file you wish to import from the menu and click on Select CSV File.

13. Then click on Upload.
    As soon as the CSV file has been successfully imported, you will be able to view your personal contacts list.

Phone number format

The CSV file must contain the following codes (known as the E.164 format) for all phone numbers:

• Plus sign (+)

• Country code
  

    Note: If you are using Excel to edit the CSV file, place a single quote mark (‘) before the plus sign, so that when you save the CSV file, the plus sign is added to the CSV file. For example, ‘+18881231234.

• Area code

• Phone number

How to replace current personal contacts

You may upload a new CSV file to replace existing personal contacts after you have imported your personal contacts into the application.