Contacts, groups and import

The contact book holds the recipients you send to again and again, with name, e-mail, phone, address and position. Contacts can be put in groups, so you can add, for example, the whole board to a case in one click.

If your contacts are already in a spreadsheet, you can import them all at once. The video shows it all and ends by adding a group to a case.

How to do it

1. Open Contacts. Go to Contacts in the menu under Settings.
2. Create a contact. Click "Create new contact" and fill in the name, e-mail and phone. You can also choose which groups the contact belongs to.
3. Create a group. Click "New group", name the group and tick the contacts to include.
4. Import a spreadsheet. Click "Import contacts" and upload an Excel or CSV file. Columns with headers such as name, email, phone, address and position are recognised automatically.
5. Check and import. Look at the preview, fix the column mapping if needed, and import the contacts. You can also put them straight into a group.
6. Use the contacts on a case. Under the recipients on a case, click "Import contacts". Choose single contacts, or click a group to add all its members.

Good to know

• When importing, you can choose to update contacts that already exist, so you don't get duplicates.
• A contact can be in several groups.
• If the file has no headers, turn off the header row and map the columns yourself.

Questions and answers

Which file types can I import?

CSV, XLSX and XLS.

What if my file has other column headers?

Then you map the columns to the right fields yourself in the preview before importing.

Are the contacts shared with my colleagues?

Yes. The contact book is shared across your company.