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The contacts in a company address book are available for use by all company (or site) users for attendee tracking in Expense. Contacts Contacts are organized into address books. For details on setting up company address books, see Setting Up Company Address Books.
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Importing and Exporting Contacts
Follow these steps to Import/Export Contacts:
- Click the Import/Export Contacts link on the left side of the page.
- Select how you want the system to handle duplicate contacts for Bulk Uploads from the dropdown list:
- Create new contacts from duplicates
- Keep existing contacts and discard duplicates
- Replace existing contacts with duplicates
- Click the Choose File button to upload the file to the address book contacts
- Click the Upload button.
- Select how you want the system to handle duplicate contacts for Bulk Uploads from the dropdown list:
Exporting Your Address Book Contacts
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