Contacts

The Contacts feature allows you to manage the details of your customers and suppliers. Keeping these details up-to-date helps with E-Invoicing and record-keeping.

1. Adding a New Contact

1. Navigate to Contacts: Select Contacts from the main menu (under the Business section).

2. Add Contact: Click the blue "+ Add" button in the top-right corner.

3. Enter Details: Fill in the contact information, including the Name, Email, Phone, and Address (you can search or manually enter the address).

4. Optional Fields: You can also enter the contact's VRN (VAT Registration Number), Website, and various social media links (LinkedIn, Facebook, etc.).

5. Click "Submit" to save the new contact.

2. Importing Contacts from a CSV

You can quickly add multiple customers or suppliers by importing a contact list saved in a CSV file.

1. Navigate to Import: On the Contacts screen, click the "Manage" button, and then select "Import CSV".

2. Upload File: Click "Select a File" and choose the CSV file you wish to upload.

3. Map Columns: The system will prompt you to match the columns in your CSV file (e.g., your file's 'Customer Name') to the correct fields in the app (e.g., 'Name').

4. Click "Upload" to finalise the bulk import of your contacts.

3. Exporting Contacts (Backup)

You can download a complete list of your customers and suppliers for backup or to use in other software.

1. Navigate to Export: On the Contacts screen, click the "Manage" button, and then select "Export CSV".

2. Download: A CSV file containing all your recorded contact details will be generated and downloaded to your computer.