Uploading Your Contacts

What It Does

The Contacts feature organizes client and company details in one centralized location.

Video: Contacts

Why It’s Important

• Efficient Management: Simplifies tracking of multiple contacts under a single company.
• Improved Communication: Ensures client information is up to date for seamless interactions.

How It Helps

• Saves time by reducing redundant data entry.
• Improves client retention with detailed interaction histories.

Step-by-Step Instructions

1. Add a New Company:
   • Go to Contacts > Add Company.
   • Fill out:
     • Company Name
     • Address
     • Phone Number.
   • Click Save.
2. Add Contacts:
   • Open the company profile.
   • Click Add Contact.
   • Enter the contact’s:
     • Name, Job Title, Email, Phone Number.
   • Click Save.
3. Export Contacts:
   • Click Export CSV to back up contact information or use it in other software.

Importing Contacts

Option 1: Integrate with QuickBooks

If you are integrating your SignTracker account with QuickBooks, your customer data will automatically sync during the integration.
To set up the integration:

1. Go to Setup > Admin > QuickBooks Integration.
2. Follow the prompts to connect your QuickBooks account. 

Option 2: Import Contacts via CSV

If you are not using QuickBooks, you can manually import your contacts by uploading a CSV file. Follow these steps:

1. Go to Contacts in your SignTracker account.
2. Click on Upload CSV.
3. Select your file or click Download It to use the provided template.
4. Ensure your file follows the required column format:
   • Company Name
   • Contact Name
   • Email
   • Phone
5. Note: Not all fields need to be filled, but additional or mismatched columns may need to be removed.
6. Match the columns in your file to SignTracker’s fields when prompted.
7. Click Upload to complete the import process.
   
   

Pro Tips

• Group multiple contacts under a single company for complex clients (e.g., school districts).
• Regularly update contact details to maintain accurate records.