How to Add Contacts in BIGContacts Easily
Updating your contact list ensures smooth communication, organized sales tracking, and better customer management. BIGContacts lets you add contacts in three ways — manually, through a bulk import, or by integrating a web form to automate data entry.
Why It’s Important to Add Contacts the Right Way
- Saves time – Importing contacts in bulk or using web form automation eliminates manual data entry.
- Keeps information organized – Well-structured data makes finding and managing contacts easy.
- Improves team collaboration – Ensures everyone has access to up-to-date contact details.
When Should You Add Contacts?
- New leads – When potential customers inquire about your business.
- Updating customer information – When contact details change, such as email, phone, or company name.
- Bulk data transfer – When moving contacts from another system or spreadsheet.
- Automated lead capture – When using web forms to add contacts directly to BIGContacts.
Ways to Add Contacts in BIGContacts
Manually Add a Contact
Adding an Individual Contact
Step 1: Click Add Contact at the top-right of your dashboard.
Step 2: In the contact form, enter the First Name and Last Name.
Step 3: Add details like email, phone number, and address to keep the record complete.
Step 4: Click "Add" to store the record in BIGContacts.
Adding a Business Contact
Step 1: Click Add Contact at the top-right of your dashboard.
Step 2: In the Company Name field, enter the business name. Leave First and Last Name blank.
Step 3: Add relevant details such as company phone number, email, and address.
Step 4: Click Add to save the record.
Step 5: Go to Contacts, find the newly created business record, and click Edit Contact to fill in any additional details.
Step 6: Click Update to save the changes.
Import Contacts from a .CSV File (Bulk Upload)
Step 1: Prepare your .CSV file with properly formatted contact details. The first row should have column headers like name, email, phone, and company.
Step 2: Go to Admin > Import Contacts and follow the instructions.
Step 3: Upload your file, map fields correctly, and complete the import process.
Add Contacts Using a Web Form (Automated Contact Capture)
Step 1: Set up a web form that collects contact information on your website.
Step 2: Integrate the form with BIGContacts by following this guide.
Once connected, all form submissions will automatically create new contacts in your CRM.
Troubleshooting: Can’t Save a Contact?
Missing required fields?
- Go to Admin > Customize Account > Hide/Require Fields.
- Adjust the settings to allow saving contacts with missing optional fields.
CSV import errors?
- Ensure your file is in CSV format with properly labeled column headers.
- Double-check field mapping before finalizing the import.
What’s Next?
Now that your contacts are added, you can:
- Assign them to team members.
- Tag contacts for better segmentation.
- Create custom fields to track unique data.
Need help? Contact our support team for assistance.