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.