How to Add Contacts

Add contacts via multiple methods in BIGContacts to efficiently manage your contact database. You can either manually input individual contacts, upload a list from a .csv file, or automate the process by integrating your web form.

How this helps you

• Increased Efficiency: Add contacts using the method that best suits your workflow, whether it's manual entry, uploading a list, or automatic integration.
• Flexible Data Entry: Choose between adding individual contacts or importing a bulk list, ensuring that your contact database is always 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 located in the top right corner of the dashboard.

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

Step 2: Add Contact details 

• Enter the first name and last name in the appropriate fields. If you have a company name instead, you can fill in that field.

• Optionally, fill in additional fields like phone number, email, or address if available.

• Once you’ve filled in the desired field, click the "Add" button to add the contact to your system.

 To Upload Contacts From a .CSV Spreadsheet

Step 1: Prepare your .CSV file containing 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.

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 using this guide.

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

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

• Go 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 in your BIGContacts account. If you encounter any issues or have any questions, feel free to contact our support team.