Nextiva NEXT - Import Contacts

CSV File Contacts Import

1. In the left navigation, select Favorites, then select Contacts.

2. Next to the Add Contact button, select the ellipses menu. Choose Import Contacts.

3. On the import screen, select Download our spreadsheet template to use the CSV option.

   • You can import from all three sources by repeating these steps.

4. Open the downloaded spreadsheet from your browser's downloads folder, or move it to a preferred location on your computer.

5. Fill in the contact information using the columns in the spreadsheet. If you have existing data, ensure the column headers match and the file is saved as a CSV before uploading.

6. Hover over the Import from CSV file option and select the blue Upload button.

7. Drag and drop the CSV file into the upload window.

8. Select Next in the bottom right corner.

9. Toggle the Public option ON if you want the imported contacts to be visible to your team.

10. Map the fields on the right side. If you used the NEXT template, the fields should already match.

11. Select the blue Import button in the bottom right corner.

12. Choose how to handle duplicate contacts — select Skip duplicates or Replace — then select Start Importing.

13. The import progress screen appears. You can close this window or wait for the success message.

14. Select View details from the Contact Import Success message, or close the window. Your contacts now appear in the contacts list.

    • If you made these contacts Public, they cannot be changed back to Private. You must delete and re-import them to make the list private.

Google Contacts or O365 Contacts Import

NEXT can sync with Google Contacts or Office 365 Contacts. Contacts synced into NEXT are private by default — you must manually change each contact to Public after import if needed.

1. In the left navigation, select Favorites, then select Contacts.

2. Next to the Add Contact button, select the ellipses menu. Choose Import Contacts.

3. Select Google Contacts or Office 365 People. You can import from all three sources by repeating these steps.

4. Select the provider you want to use.

   • If your contacts are not in Google Contacts or O365, export them as a CSV and use the Import from CSV file option instead.

5. Select Next in the bottom right corner.

6. A warning message appears confirming that imported contacts will default to Private.

7. Select the Sign in button and enter your Google or O365 credentials.

8. When prompted, select Next to allow access to your name and email address.

9. Select Allow when asked to permit Nextiva to see and download your contacts.

10. Once the sync completes and the Allow dialog closes, select the gray X or Cancel to exit.

11. Allow a few minutes for all contacts to appear. To confirm the connection, select Import contacts and check the Connected accounts tab.

Re-sync Your Google or Office 365 Contacts

If your contacts are not syncing correctly, use the steps below to force a re-sync.

1. In the left navigation, select Favorites, then select Contacts.

2. Next to the Add Contact button, select the ellipses menu. Choose Import Contacts.

3. Select the Connected accounts tab.

4. Select the ellipses menu next to the Disconnect button.

5. Select Import now.

6. Allow a few minutes for the sync to complete, especially if you have a large number of contacts.

7. After 5–10 minutes, search for a recently synced contact to verify the sync was successful.

   • If the contact does not appear, select Import now again and wait longer. If the issue persists, sign out and back into NEXT, or disconnect and reconnect your account using the steps in the Google Contacts or O365 Contacts Import section above.

Disconnect Your Google or Office 365 Contacts

Disconnect your Google or O365 account from NEXT at any time to stop contact syncing.

1. In the left navigation, select Favorites, then select Contacts.

2. Next to the Add Contact button, select the ellipses menu. Choose Import Contacts.

3. Select the Connected accounts tab. Select the account you want to disconnect.

4. Select the Disconnect button.

5. Select your preferred option. If you choose to delete imported contacts, this may take 5–10 minutes. Sign out and back into NEXT if the contacts don't disappear immediately.

6. Select the red Disconnect button.

7. The Connected accounts tab disappears if you had only one account connected, or displays your remaining account.