How to Add Contacts

In BIGContacts, you can add contacts using multiple methods to manage your contact database efficiently. You can manually add individual contacts, upload a list from a .csv file, or automate the process by integrating your web form.

How this helps you:

• Increase Efficiency: Choose the method that best fits your workflow, whether manually adding contacts, uploading a list, or using automatic integration.
• Flexible Data Entry: Choose between adding individual contacts or importing a bulk list, ensuring your contact database stays up to date.
• Automation Capabilities: Save time by automatically adding contacts from your website form, reducing manual entry efforts.
   

In this article, you will learn:

1. Adding Contacts Manually
2. Uploading a contact using CSV 
3. Adding contacts using a Webform 

To Manually Add a Contact

Step 1: Click the “Add Contact” button in the dashboard's top-right corner.

A form will appear where you can input the contact details.

Step 2: Add Contact details 

• Enter the first and last name in the corresponding fields. If the contact is associated with a company, you can enter the company name instead.

• Optionally, you can add additional information such as phone number, email, or address.

• Once all the fields are filled out, click the "Add" button to save contact in your system.

To Upload Contacts From a .CSV Spreadsheet

Step 1: Prepare your .CSV file including the contact details.

Step 2: Visit the Import Contacts page by following this guide.

Step 3: Upload the file and follow the instructions to map the fields, and complete the import process.

To Add a Contact Using a Web Form

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 integrated, new form submissions will automatically add contacts to your system.

Note: If the system prevents you from saving contact due to a missing required field, and you have the necessary permissions:

• Navigate to the "Admin" tab.
• Click "Customize Account" under the "Manage My Account" section.
• In the "Hide/Require Fields" sub-tab, adjust any fields currently marked as required.

That's all about adding contacts to your BIGContacts account. If you encounter any issues or have any questions, feel free to contact our support team.