Automate bulk import of Exernal Contacts from CSV

Forum|Forum|3 years ago
November 28, 2022
4 replies
4 views

I need a way to automate the bulk import of contacts from a CSV file to the External Contacts of Zoom.

I know I can manually import a CSV file but I need a way to automate this process so that the external contact stay up to date with my CRM.

Is this possible / doable?

Am I thinking about this wrong?

My goal is that when an external caller calls one of my zoom phone users their caller ID pop up shows the contact information of the caller (assuming the caller is our contact list).

FORE-Craig

Specialist

Hi @JoshuaThompson

I just had a look in the Zoom Developer Forum. There have been a couple of people asking the same question there. As of the last reply (April 2022) the answer was no, and suggested that a Feature Request be submitted. I would suggest that you pose your question there. That would be the appropriate forum to learn about APIs available for Zoom.

https://devforum.zoom.us/

I hope that helps!

YaBoiB

Community Champion | Employee

Hi @JoshuaThompson,

We do have an API that can add external contacts. See here https://marketplace.zoom.us/docs/api-reference/phone/methods/#tag/External-Contacts but I am not sure if this is what you are looking for. I know that some CRMs like Salesforce will create a contact when a phone number is called into your Zoom Phone. Assuming that you have an integration with Zoom and that CRM. Is that the case here. Do you have an integration already in place with Zoom and your CRM?

Thanks,

Brandon

J

JoshuaThompsonAuthor

Newcomer

Thanks for the replies @FORE-Craig and @YaBoiB

There currently is no integration between zoom and our CRM.

I was hoping to do this automated import without getting our development team involved. An automated process that we could schedule daily would be real nice.

YaBoiB

Community Champion | Employee

Hi @JoshuaThompson,

I understand. Unfortunately, I am not aware of an automated integration that would not take developer actions for that function. If your CRM is creating contacts as your customers are calling in you could export that CSV or excel file and then import it into your Zoom account maybe once a week or even bi-weekly. Would that work for your business needs?

Brandon