Import your contacts

This article explains how to upload a group of contacts into FreeAgent.

If you don't want to add contacts manually, you can either:

import contacts from your email provider such as Outlook, Google Mail or Mac Mail
format a .CSV file

Please note that you can import a maximum of 1,000 contacts at a time.

How to import contacts

Select the ‘Contacts’ tab at the top of the screen.

Contacts tab highlighted at the top of the screen

Select 'Import Contacts' at the top-right.

Import Contacts button highlighted

Import contacts from your email provider

Select the 'From a file' tab.

Import Contacts screen with the 'From a file' tab highlighted

1. Export your contacts from your email provider

You'll first need to export your contacts from your email provider in the correct format. Mostly this will be vCard but if you are using Outlook, you'll need to choose the Comma Separated Values (Windows) option.

Select the link for the email provider for more details.

Step 1 of importing contacts advising that contacts need to be exported from the email provider

2. Upload your contacts into FreeAgent

Once you've exported your contacts from your email provider, click on 'Select a file' and choose the file that you've exported.

Then, select 'Upload'.

Example of a file being selected and upload button highlighted

3. Choose which contacts to import into FreeAgent

To import all of the contacts, select 'Import all X contacts' at the top-right of the screen.

Import Contacts button highlighted in top-right

Alternatively, to import certain contacts, tick the box to the left of the contacts that you want to import and then select 'Import selected contacts'.

Import selected contacts button highlighted at the bottom of the screen

You can then filter between contacts you've imported and those you chose not to import, or see contacts with errors.

Filter menu highlighted for choosing which contacts to view

Undoing an import

If you discover that you've imported the wrong contacts, you can undo that by selecting 'Import Contacts' and selecting the 'Undo' button next to the file containing the contacts you want to remove.

FreeAgent won't remove contacts that you've already created projects, invoices or estimates for.

List of recent contact imports and Undo button highlighted

Import your contacts