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.

 

add contact

 

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.

 

fill additional fields

 

Step 4: Click "Add" to store the record in BIGContacts.

 

add button

 

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.

 

Tip: Double-check field mapping to prevent data misalignment.


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.

© 2005 - 2025 ProProfs
-
add chat to your website