Softphone for Mac Help

Importing / Exporting Contacts

You can populate the Teo Softphone 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.

You can import a contact list from:

Importing contacts

 To import contacts from an Outlook data file

  1. Select Import Contacts from the Contacts menu.
  2. Select Outlook or Exchange server. Click Next.
  3. Select a .pst or .ost file from the list or browse for a different file. Click Next.
  4. Set the Contact and Presence options that you want. Click Next.

    The number of contacts imported will be shown.

  5. Click Finish. The Contacts panel in Teo Softphone is updated to show the imported entries.

 To import contacts from a Comma-Separated Values file or a vCard file

  1. Select Import Contacts from the Contacts menu.
  2. Select Comma-separated values or vCard. Click Next.
  3. Browse for the file to import. Click Next.
  4. Set the Contact and Presence options that you want. Click Next.

    The number of contacts imported will be shown.

  5. Click Finish. The Contacts panel in Teo Softphone is updated to show the imported entries.

 To set up an Excel file for import

  1. Create a sample contact manually.
  2. Export contacts in .csv format to create a template file.
  3. Edit the file to add additional contacts. The most commonly-used headings are:
    • categories
    • display-name, given_name, surname
    • default_address, sip_address (Teo UC System SIP URL)
    • pres_subscription. You can fill in this column in the file in order to set up contacts for presence outside of Teo Softphone. Enter “TRUE” for contacts who online presence you want to see, leave blank or enter “FALSE” for others. The user must have a valid SIP address on the Teo UC System.
  4. Save the file with a .csv extension.

Exporting contacts

You can export a contact list to a comma-separated file, an Outlook .pst file, or a vCard .vcf file.

 To export contacts

  1. From the main menu, click the Contacts menu and choose Export Contacts. The Export Contacts wizard starts.
  2. When you click Next, the export starts. The result is:
    • For an Outlook export, an existing .pst file is updated to include the entries from the Teo Softphone contact list. If Outlook is open, the entries immediately appear in the contact list.

      All information in the Teo Softphone contact list is exported to Microsoft Outlook. Only information that can be displayed in Outlook actually appears in the Outlook Contacts window. Typically this means that all softphone addresses are exported (and stored in custom fields) but not displayed in Outlook.

    • For other formats, a new file of the specified type is created.
See also