Organizing your Contacts Hub is an essential part of staying top of mind for your clients and maintaining easy communication. It can also allow you to easily text or email your clients. This article covers:

In the Desktop section:

Adding Contacts Individually

Adding Contacts from a Spreadsheet/CSV

Importing Contacts from Gmail, Outlook, or Quickbooks

Adding Contacts Individually

1. Click “Contacts Hub” on the left-hand side of the dashboard.

2. In the top right corner click “Add Contact.”

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

4. From here, you can add the contact to an existing group by clicking the checkbox next to the group, or create a new group by clicking “Create Group.” Groups can be used to split your Contacts Hub into segments by service type, customer vs. lead, etc.

5. Once you have completed the contact information, click on “Add Contact.”

Adding Contacts from a Spreadsheet/CSV

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

2. Next to the “Add Contact” button, click on the Import Contact button (downward arrow icon).

3. Click “CSV File Required” and a sample file will download. Delete the sample contacts and replace them with your own. You must include “firstname” and “email” for each contact - the other properties are optional.

4. Save the file to your computer and give it a name you can easily find so the following step will be simplified.

5. Click on the “Import Contacts” button and upload your file. The file must be in CSV format. You will be prompted to select your saved file and all your contacts will be imported!

Importing Contacts from Gmail, Outlook, or Quickbooks

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

2. Next to the “Add Contact” button, click on the Import Contact button (downward arrow icon).

3. A small drop-down menu will appear. The Google, Outlook and Quickbooks icons can be found below “Import from.” Click on the desired platform that you want to import your contacts from.

4. A pop-up will appear and you will be directed to sign into either your Google, Outlook, or Quickbooks account.

5. Once you've logged in, your contacts will automatically import into your Contacts Hub!

iPhone

How to Add Individual Contacts to Your Contacts Hub on iPhone

  1. Click the Menu icon in the bottom right corner (three horizontal lines).
  2. Click "Contact Hub."

3. To add a Contact click the plus symbol in the bottom right corner.

4. Fill in the Contact's information.

5. Click "Save" to add the Contact to your Contacts Hub.

Android

  1. Click the Menu button in the top left corner (three horizontal lines).
  2. Click "Contacts."

3. To add a Contact click the blue and white plus sign in the bottom right corner.

4. Fill out their Contact information.

5. When ready click "Save" in the top right corner to add the Contact.

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