Contacts

Organize Your Contacts with Homesync

Homesync’s Contacts tool allows you to keep all your contacts organized in one place, working seamlessly with pipelines to help you manage workflows efficiently.

 

Creating a Contact

1. Click ‘Contacts’ in your navigation bar.

2. Click ‘Create Contact.’

3. Fill out the available fields.

4. Click ‘Save.’

 

Editing a Contact

1. Click ‘Contacts’ in your navigation bar.

2. Click the name of the contact you’d like to edit.

3. Once the contact has loaded, click the options button (three dots) on the top right corner of the first contact panel, which has the contact’s name.

4. Click ‘Edit’ in the dropdown menu.

5. Edit the available fields.

6. Click ‘Save.’

 

Deleting a Contact

1. Click ‘Contacts’ in your navigation bar.

2. Click the name of the contact you’d like to delete.

3. Once the contact has loaded, click the options button (three dots) on the top right corner of the first contact panel, which has the contact’s name.

4. Click ‘Delete’ in the dropdown menu.

5. Confirm you would like to delete this contact.

 

Importing Contacts

Desktop Only

You can easily import contacts into Homesync using an Excel file. Homesync supports importing contacts from .CSV files. For guidance on exporting an Excel document to .CSV, refer to this link: https://support.office.com/en-us/article/import-or-export-text-txt-or-csv-files-5250ac4c-663c-47ce-937b-339e391393ba.

Your exported CSV file should have all your contact data spread across rows with each column representing a specific field. An example format is shown below:

Steps to Import Contacts:

1. Click ‘Contacts’ in your navigation bar.

2. Click ‘Upload Contacts’ on the top right of your screen.

3. Either drag and drop a .CSV file or click the box that says “Click here or Drag n’ Drop CSV file with your contacts.”

4. Your contacts will be uploaded.

After uploading your contacts, you will need to map your contact information to the fields available in Homesync. The next screen will show several boxes for each column in your CSV file. Use the dropdown menu to designate which field each column should be associated with.

Many contact spreadsheets use the first row as a header for the columns. You can ignore the first row when you import by checking the “Would you like to skip the first row?” checkbox above your fields.

Once you have chosen your fields, click “Save Import” on the top right side of the screen to import your contacts to your Homesync contact list.