Contactually

How do I add contacts in Contactually?

Last Updated: Oct 25, 2016 09:32AM EDT
After setting up your account, the next thing to do is to add your Contacts. There are several ways of doing this. We've listed some below.

Adding a Contact Manually

Click the 'Add Contact' button on the top right side of your Dashboard page;

 


or the 'Create Contact' button at the Contacts page.




Fill out the fields (doesn't have to be all of them, just make sure it has an email address or your contact's first and last name), and then hit 'Save'.




Adding Contacts by importing a CSV file

Contactually only accepts CSV files. Every contact in your file needs to have either a full name or an email address for them to be created in the system.

To learn how to import, please read How do I import my contacts in Contactually?


Adding Contacts by connecting your Accounts

Email Accounts
When you connect your email account (IMAP or Exchange) with Contactually, we pull in your emails for the past 6 months and create contacts from those. Moving forward, Contactually automatically creates contacts for you based on the emails you send out. While some Exchange and IMAP email accounts do have address books, we do not pull and create contacts from those. 

For Google Apps for Business or Gmail accounts, we are able to pull in your Google Contacts. We will also add any new contact you send an email to. 

Address books
We are not able to sync with the Mac address book. However, you can export your contacts to a CSV file and import them in Contactually.

To export contacts from Mac address book: How do I get my contacts from Mac address book to Contactually?

To export contacts from Microsoft Outlook and import the CSV file to Contactually:
How do I export contacts from Outlook and import them into Contactually?



iOS Contacts Sync

With the Contactually iOS app v3.3.0 and later, you can now sync your iOS Device contacts into Contactually with ease! Simply install the app, go to Settings, and Sync your contacts. The entire process should only take a couple of moments, and the last sync date will be reflected in the app's Settings page.



We will sync your address book automatically once per week, but the user can initiate the sync any time from the Settings page. 


 

Related Article:
How do I import my contacts in Contactually?
How do I export contacts from Outlook and import them into Contactually?
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