Import your contacts

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

You can either import contacts from your email provider such as Outlook, Google Mail or Mac Mail, or import them from Basecamp.

Alternatively, you can add contacts manually.

How to import contacts

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

Select 'Import Contacts' at the top-right.

You can either import contacts from your email provider or from Basecamp.

Import contacts from your email provider

Select the 'From a file' tab.

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.

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'.

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.

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'.

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

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.

Import contacts from Basecamp

Once you've enabled the integration between your FreeAgent account and your Basecamp account, select the 'From Basecamp' tab.

Select 'Import from Basecamp'.

You'll then need to review the imported contacts and choose which ones you want to add to FreeAgent. Select the ‘ready for review’ link.

Tick the box to the left of the contacts that you want to import and then select 'Import Contacts'.

FreeAgent will then import the contacts and add them on your Contacts page.