Step 1: Go to the TMS URL: https://tms.euphoria.co.za/ 

Step 2: Choose the correct account

Step 3: Open the application.

Step 4:  Create an  Excel Spreadsheet with the below format in TEXT format. (Do so by selecting the entire workbook,  right-click on the mouse and scroll to "format cells".)


Contact Name

Company Name

Contact No. 1

Contact No. 2

Contact No. 3

Contact No. 4

Shared

The "Shared" column refers to the contact being shared in the entire organisation. To share the contact, type "Yes". If you would like to keep a contact private, type "No". Make sure to save the Spreadsheet as an "Excel Workbook". 


Step 5: Navigate back to the Softphone.

Step 6: If you would like to dial out through your physical desk phone:

6.1: Click on the "View" tab at the top left corner, and select "Hide phone". 

6.2: Click on the "Contacts" tab and then on “Contact Settings”.

6.3: On the pop-up screen, tick the box to enable the CSV/Excel file Sync. 

6.4: Click on the folder icon to browse for the Excel Spreadsheet created.

6.5: Click the Test button. If you are satisfied with the results, you can proceed to click OK.

6.6: Close the Address Book Settings. Go back to the Contact tab, click on "Sync Contacts Now".