How to Add and Update Your Business Contacts

Learn about adding contacts individually, with a spreadsheet, and syncing contacts from your Outlook and Gmail accounts.

Adding Contacts Individually

1. Navigate to the “Contacts” section on the left-hand side of the dashboard

2. On the right-hand corner of the page click the button “Add Contact.”

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3. You will be directed to this screen that allows you to manually input contact information:

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4. The only fields required to be filled out are “First Name” and “Email”

5. From here you can also add the contact to an existing group by clicking the check box next to the group or create a new group by clicking “Add New Group.” Groups are used to split contacts based on what your business wants to do with different contact types.

6. Once you’re done inputting all desired contact information, finish the process by clicking “Add Contact.”

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Adding Contacts Using a Spreadsheet Upload

1. Navigate to the “Contacts” section on the left-hand side of the dashboard.

2. To the left of the “Add Contact” button, click on the small button with an arrow pointing down. When hovering above this button you should see “Download Sample” appear.

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3. Once clicking on this button you’ll have downloaded the sample file that will help you put your contacts into a spreadsheet. Delete the sample contacts and replace them with your own. You must include “firstname” and “email”, everything else is optional. We have included examples of the file before and after deleting sample contacts.

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4. Next, save the file to your desktop so that you can easily open it in the next step.

5. Click on the icon directly next to the “Add Contact” button which will have “Import Contact” appear when hovering over it. A small drop down menu will appear where you will click on where it says “Import Contacts” next to the people icon. You will be prompted to select your saved file and all your contacts will be imported!

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Syncing Contacts from Gmail or Outlook

1. Navigate to the “Contacts” section on the left-hand side of the dashboard.

2. Directly to the left of the “Add Contact” button, click on the small button that says “Import Contact” when hovering above it.

3. Once clicking on this button a small drop down menu will appear. The Google and Outlook icons can be found next to where it says “Import From.” Click on the icon that you want to sync your contacts from.

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4. Once clicking on whichever icon you choose you will be directed to sign into either your Google or Outlook account.

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5. You’re all done! Your contacts will automatically sync once you sign in to one of these accounts.

If you'd like to see a video walk through of how to add a contact click below!