Creating a shared global directory Follow

Overview

Note: This feature needs to be enabled by Zoom.

Account owners and admins can create a shared global directory by importing contacts using a CSV file. The shared global directory is accessible by phone users using the Zoom desktop client or mobile app. When creating a shared global directory, you can specify a third party PBX provider so that Zoom Phone users can communicate with imported contacts.

Here's a few scenarios where a shared global directory can be useful.

  • When migrating a large number of users to Zoom Phone, you can migrate a portion of your users, then import the contacts that are waiting to be migrated. 
  • Your organization requires phone contacts who use a third-party phone service. For example, if your organization has a third-party call center, you can import contacts so that your employees can easily reach the third-party agents.

This article covers:

Prerequisites

  • Pro, Business, or Education account
  • Account owner or admin permissions
  • Zoom Phone license

Creating SIP groups (optional)

Note: To create SIP groups, you need to contact Zoom to set up the SIP trunks for your account. 

You can configure a third-party provider by creating SIP groups. This allows Zoom Phone users to call imported contacts using the third-party provider.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Company Info.
  3. Click Account Settings at the top of the page.
  4. Scroll down to the Routing section.
  5. Under SIP Groups, click Manage.
  6. Click Add and enter the following information:
    • Name: Enter a display name for the SIP group.
    • SIP Trunk: Select a SIP trunk to use for outgoing calls.
    • Description: Enter a brief description to help you identify the group.
  7. Click Save.

Creating a CSV file of contacts to import

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Company Info.
  3. Click Account Settings at the top of the page.
  4. Click the External Contacts tab.
  5. Click Import.
  6. Click CSV Sample to view the fields.
  7. Click Download.
  8. Fill out the CSV sample using these fields:
  • ID (Required): A unique identifier for the contact. If available, we recommend using a primary key from the original phone system.
  • Name (Required): The contact's username, or extension's display name.
  • Email: The contact's email address. This is displayed to Zoom Phone users.
  • Extension Number (required if the there isn't a phone number): The contact's extension number in the original phone system. Make sure the extension number is not duplicated with an existing extension number in Zoom Phone.
  • Phone Number (required if there isn't an extension number): The contact's phone number in E.164 format. Separate multiple phone numbers with semicolons. E.164 format contains the following (do not use spaces or dashes):
    1. plus sign (+)
      Note: If you're using Microsoft Excel to fill out the CSV, you can insert a plus sign as text by entering a single quote before the plus sign ('+).
    2. Country code
    3. Area code
    4. Phone number
  • Description: A brief description to help you identify the content. The description is not displayed to other Zoom Phone users.
  • SIP Group: The SIP group to route outbound calls using the associated SIP trunk of the SIP group. You can assign or modify each contact's SIP group after importing the CSV file.

Importing CSV file

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Company Info.
  3. Click Account Settings at the top of the page.
  4. Click the External Contacts tab.
  5. Click Import.
  6. Click Upload CSV and select the completed CSV file.

Calling contacts in the shared global directory

Phone users can call contacts in the shared global directory by searching for the contact's name, extension number, or direct number in the Phone tab (Zoom Desktop Client or Mobile App). They can also transfer a call to a contact in the shared global directory.

Limitations of shared global directory contacts

  • Contact's names (as specified in the CSV file) are not display in call history or voicemail logs.
  • Contacts are not displayed in the contacts directory in the desktop client or mobile app. Phone users can call contacts by using directory search in the Phone tab (Zoom Desktop Client or Mobile App).
  • Contacts are not accessible from provisioned desk phones.
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