Organizing your contacts in UberConference makes it easier to schedule conferences and invite other Participants.
Let's take a closer look at how to add, import, and manage contacts in UberConference.
Import Contacts from Google Account
From the UberConference dashboard, navigate to Account > Contacts > Import Google Contacts and grant permission for UberConference to access your Google Account.
If you need to edit or remove any contacts after importing through this method, you'll need to do so from the Google Account.
Import Contacts from CSV File
From the UberConference dashboard, navigate to Account > Contacts > Import a Contacts CSV and choose the CSV file (2MB limit).
You’ll need to format the CSV file to include the following headers and in this order from left to right:
- First Name
- Last Name
- Email Address
- Email 2 Address
- Phone 2
Add a Contact Manually
From the UberConference dashboard, navigate to Accounts > Contacts > Add Contact.
Enter your new contact's name, company name, email address (for UberConference to dial-out to), phone number (for UberConference to send conference invites), and avatar.
Contact information can always be edited if the contact was added manually through UberConference.
Create a Group
From the UberConference dashboard, navigate to Accounts > Contacts > Add Group.
Enter the group's name as well as any contact names, phone numbers, or email addresses you'd like to add to this group.
UberConference will search for existing contacts to add to your group, but this pop-up also allows you to create new contacts while creating the group.
Manage Your Contacts
From the UberConference dashboard, navigate to Accounts > Contacts > Edit Contacts
Enter the name, phone number, or email address of the contact you're searching for.
Select the contact and issue any adjustments to their contact information.
Since the Edit Contacts functionality serves as a search field, use it to also quickly lookup any contact-related information.