CounterPath Bria 3.5.1 for Windows User Guide - Retail Deployments - Manual (Page 43)

Bria for Windows User Guide – Enterprise Deployments
39
• CSV. A comma-separated file. Use this method to import from a Microsoft® Excel® file. You will first
have to set up the file; see below.
• vCard. A vCard file (*.vcf file). A vCard is an electronic business card that is often attached to an e-mail.
• PST. A Microsoft Outlook or Microsoft® Exchange contact list (a *.pst file).
1. From the main menu choose Contacts > Import Contacts. The Import Contacts wizard starts.
2. As soon as you click Finish on the wizard, the Contacts tab in Bria is updated to show the imported entries.
Setting up an Excel File for Import
1. Remove any introductory text or headings from the top of the file. (You can keep text at the end of the file;
it will be ignored during the import.)
2. Insert a blank row as the first row, then insert the headings that Bria will use to interpret the meaning of
each column. The columns can be in any order. Key headings are:
• sip-address. Bria recognizes a value in this column as a softphone address and considers the address as
one that can be phoned and as an address that can be used for IM/presence (if SIP is being used for IM/
presence).
• xmpp-address: Bria recognizes a value in this field as a Jabber (XMPP) address and will map this field
to the Jabber contact method for the contact. Bria considers a Jabber address as one that can be used for
IM/presence (if XMPP is being used for IM/presence).
• display-name, given_name, surname
• business number
• presence_subscription. Complete this column in one of these ways:
• If you only want to share presence information with some of your contacts, fill in this column in
the file. Enter “true” for contacts whose online presence you want to see, leave blank or enter
“false” for others. During the import, you will be able to choose to share presence with only these
contacts. Bria will subscribe to the presence of these “true” contacts, assuming that the user has a
SIP (if using SIP for presence).
• If you want to share presence with all your contacts (or with none), ignore this heading. During the
import you will be able to choose to share with all (or none) of your contacts.
For a complete list of headings, see page 80.
3. Save the file as *.csv.
Exporting Contacts
You can export a contact list to a CSV, vCard or PST file.
1. From the main menu choose Contacts > Export Contacts. The Export Contacts wizard starts.
2. When you click Next, the export starts. The result is:
• For a PST export, the existing .pst file is updated to include the entries from the Bria contact list. If
Outlook is open, the entries immediately appear in the Outlook contacts.
All information in the Bria 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.