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User Experience

Access your Company Directory

By default, your Zoom contacts directory contains users on the same Zoom account and organization in the All Contacts section. You can access the company directory by following these steps:

  1. Open the Zoom Workplace application on a supported desktop or mobile device.

  2. Click or tap the Contacts tab in the menu.

  3. View the All Contacts section to see contacts in the company directory.

Adding External Users as Zoom Contacts

You can add any external Zoom user as a contact by specifying the email address associated with their Zoom account. After they approve your contact request, you can chat, share images and files, and meet instantly. If you have a Zoom Phone license, you can call the contact as well. If you add an email address that is not associated with a Zoom account, they will receive an invitation to join Zoom.

This method can be helpful if you frequently have engagements with other Zoom users that are not part of your Zoom account.

Add a Contact

Follow the steps below to add a singular new contact to Zoom:

  1. Sign in on the desktop or mobile Zoom Workplace application.

  2. Select the Contacts tab.

  3. Select the add icon and select Invite new contact.

  4. Enter the email address of the contact you want to add, then click Send. On mobile, you will select Add instead.

Invited contacts that have an existing Zoom account will receive a contact request in the Zoom Workplace desktop app. Invited contacts that do not have an existing Zoom account will receive an email prompting them to sign-up with Zoom. Once their Zoom account is created, they must click the link in the invite email to confirm the contact request.

Accept or Decline Contact Requests

As a Zoom user, you can check your contact requests in the Zoom Workplace desktop or mobile application. Please refer to the steps below to view contact requests:

  1. Select the Team Chat tab in the Zoom Workplace desktop or mobile application. On the desktop, a vertical menu will populate on the left side. On a mobile device, a horizontal menu will populate above your chat conversations.

  2. Select the External tab in the menu, then select Contact Requests. You can then accept or decline individual requests.

The contacts you accept will show under External Contacts in your Zoom Workplace applications.

Contact Integrations

You can sync your Zoom contacts with Google, Office 365, or Exchange, allowing you to call your contacts using Zoom if you have a Zoom Phone license. You can still sync your contacts with Zoom without a Zoom Phone license, but you won’t be able to call them using Zoom.

Synced contacts are not available on the Zoom Workplace mobile app or desk phones.

  1. Sign in to the Zoom web portal.

  2. Select the Profile tab on the left side, then scroll to the Others section.

  3. Under Calendar and Contacts Integration, select Configure Calendar and Contacts Integration. You will be prompted to select Google, Office365, or Exchange.

  1. Click Next and follow the on-screen instructions to grant Zoom access to your contacts and calendar service.

  • Google: You will be directed to Google's sign-in page. Sign in to your Google account. Click Allow to let Zoom access your contacts and Google Calendar.

  • Office 365:

  • Exchange:

    • Exchange login username or UPN: Enter the username or UPN associated with your Exchange account.

    • Exchange login password: Enter the password associated with your Exchange account.

    • Exchange Version: Select the version of Exchange. If you are uncertain of the Exchange Version, please contact your internal IT team for more information.

    • EWS URL: Enter your organization’s EWS URL. Contact your internal IT team if you do not know the EWS URL.

  • After allowing access, you will be redirected back to the Zoom web portal, which will show the permissions for the calendar and contacts integration.

How to Use the Contacts Integration

After syncing your contacts, you can:

  • Access synced contacts in the Zoom desktop app (these appear in the Cloud Contacts section of the Contacts tab).

  • View synced contacts in the same folder structure as specified in your third-party contacts service.

  • Call synced contacts using Zoom Phone if they have a phone number attached to their profile.

  • Create a new synced contact using your call history, voicemail inbox, or directly through the Contacts section in the Zoom Workplace applications.

Contacts will sync bi-directionally when using the methods mentioned in the previous step.

  • Add a phone number to an existing synced contact using your call history or voicemail inbox.

Personal Contacts

Admins can enable the Personal Contacts setting to allow users to store personal contact names, phone numbers, and email addresses in Zoom by uploading a CSV file.

This feature is useful if your organization doesn’t use Outlook or Google for managing contacts, or your Zoom admin has restricted your ability to use calendar/contacts integration to sync your contacts with Outlook or Google.

The contacts included in your CSV upload will be synced with your Zoom Workplace desktop and mobile apps in the Contacts tab under My Contacts.

Import Personal Contacts in Bulk Using a CSV File

To import your personal contacts, you can download a CSV sample file from the Zoom web portal, then edit it to populate your contacts.

  1. Sign in to the Zoom web portal.

  2. In the navigation menu, click Personal Contacts.

  3. Click Import from CSV File.

  4. Click Download CSV Sample.

  5. Open the CSV sample using spreadsheet software like Microsoft Excel.

  6. Specify the following information for each contact:

All Phone numbers must be in E.164 format. If you do not use E.164 format, you will receive an error when uploading your CSV file. You can only specify one phone number in each of the 5 relevant fields.

  • Name (required): The contact's display name.

  • Email Address: The contact's email address.

  • Office: The contact’s office phone number.

  • Home: The contact’s home phone number.

  • Mobile: The contact’s mobile phone number.

  • Fax: The contact’s fax number.

  • Phone: The contact’s main phone number.

  • Company: The contact’s company.

  1. Save the file.

  2. Go back to the Zoom web portal.

  3. In the navigation menu, click Personal Contacts.

  4. Click Import.

  5. Enter a display name for this contact group.

This display name will appear in the client and app in the Contacts tab > My Contacts section.

  1. Click Select CSV File and upload the CSV file you want to import. You can have up to 1000 contact entries in your CSV file.

  2. Click Upload. If the CSV imports successfully, you will see a list of your personal contacts.

Phone Number Format

All phone numbers in the CSV must contain the following (known as E.164 format):

  • Plus sign (+)

  • Country code

If you’re editing the CSV file in Excel, place a single quote mark (‘) before the plus sign so that the plus sign is added when you save the CSV file. For example, ‘+18881231234.

  • Area code

  • Phone number

How to Add Individual Personal Contacts

If you wish to add individual contacts that were not included in your initial CSV import, you can do so by following these steps:

  1. Sign in to the Zoom web portal.

  2. In the navigation menu, click Personal Contacts.

  3. Click Add Contact.

  4. Enter the contact’s name and contact details.

  5. Click Save.

You can also add an individual personal contact through the Zoom Workplace application using the following steps:

  1. Sign in to the Zoom Workplace mobile or desktop application.

  2. Navigate to the Contacts tab in the menu.

  3. Click or tap the plus icon.

  4. Select Create a Personal Contact from the dropdown.

  5. Enter the contact’s name and contact details.

  6. Click Create.

How to Replace Current Personal Contacts

If you have imported your personal contacts in the past, you can upload a new CSV file to replace your existing personal contacts list. This can be a helpful process to those that may have rotating personal clients.

Following these steps will replace all existing personal contacts. If you only need to update details of a single contact, you should edit the contact within the Zoom Workplace app.

  1. Sign in to the Zoom web portal.

  2. In the navigation menu, click Personal Contacts.

  3. At the top of the page, click Replace with New CSV File.

  4. Enter a name for this contact group.

  5. Click Select CSV File and upload the CSV file you want to import.

  6. Click Upload.

If the CSV imports successfully, you will see a list of phone contacts. The import will overwrite your previous personal contacts.

How to Edit or Delete a Personal Contact

You can edit existing personal contacts using the steps below:

  1. Sign in to the Zoom web portal.

  2. In the navigation menu, click Personal Contacts.

  3. Click Edit across the contact you wish to update then make the necessary changes. If you wish to delete the contact, click Delete instead.

  4. Click Save. If you wish to delete the contact, click Delete instead of Edit in the previous step.

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