How can I transfer my contacts from one account to another?
To transfer your contacts from Account 1 to Account 2, follow the steps mentioned below:
Download all the contacts from Account 1.
1. Login to your MyOperator panel and click on “Manage” at the top.
2. Go to functionality and click on ‘’Contacts’’. The contact list is then displayed on the right.
3. Select the contacts you want to transfer or "Select all". Click on “Export all” under action by.
4. Select “Save file”.
Once you do this, your contacts will get downloaded, switch to account 2 and upload the contacts.
1. Click on the “Accounts option” on the top right and choose the name of your second account.
2. On the contact list page and click on “Upload contacts”.
3. Select the file you want to upload.
Once you do this, all your contacts will get transferred.
Related Articles
How can I transfer my contacts from one account to another?
Applies to: Web dashboard, workspace owners & admins Time required: ≈ 3 minutes • Prerequisites: You have Admin rights on both accounts. Contacts are stored in CSV or XLSX (UTF-8). Pop-ups are allowed in your browser for file downloads. Step 1 — ...Can I download all the contacts on my desktop?
Export or Download All Contacts (CSV) – Desktop Guide Short answer: Yes. If you have Export Contacts permission, you can save every contact in your MyOperator account as a CSV file in under two minutes. 1 · When & Why to Export Back up your address ...How does a conversation transition from one state to another?
Conversations in the platform follow a clear lifecycle—transitioning between Open, Assigned, and Closed states based on agent actions, customer replies, and timing rules. Below is a breakdown of each state transition and the triggers that move a ...How can we transfer a call to another agent?
To transfer a call to another agent you need to: Dial *2 [extension number] Click on the “Transfer” option in the Live call widget; Or Transfer the call from the MyOperator Mobile app.Is there any way, I can take a backup for all the contacts?
When should I do this? Routine backup—keep a local copy of every contact. CRM migration—import MyOperator contacts into another system. Compliance—maintain off-platform archives for audit trails. Prerequisites Requirement Why it matters Admin or ...