Mobile App: Importing and Exporting Contacts

Introduction

Your business thrives on connections. The Contacts tab is your command center for managing relationships, tracking customer engagement, organizing your network, and streamlining communication to grow your business. This article will quickly explain how to Import and Export Contacts.

Accessing the Contacts Tab

Getting started is simple:

1. Launch the mobile app.
2. From the Home screen, tap the Contacts tab in the menu at the bottom.

Import Contacts

Import Your Contacts by choosing the method that works best for you:

• Phone Contacts Import: Sync directly from your device's contact list.
  • Note: You'll need to enable contact access for the app in your device's settings.
• ➕ Manual Entry: Add contacts one by one using the + icon in the top right corner.
• CSV Import: Bring in bulk contacts from a spreadsheet.

Export & Backup

Safeguard your network by exporting your contacts as a CSV file. Perfect for backups or use in other applications.

Get a full Contacts Overview Here.