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Contacts Management Full Tutorial

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The Contacts page allows you to import, view, manage, download, and delete your customer records.
This makes it easy to keep all customer information organised in one place and helps with communication, marketing, repeat bookings, and customer support.

  1. Import Contacts

This section allows you to upload a list of customers using a CSV file.

Supported Fields

Your CSV must include the following columns in this exact order:

  1. Name
  2. Email
  3. Phone
  4. Shipping Address
  5. Billing Address

This ensures the platform matches each column to the correct customer field.

Choose File

Click this button to upload your CSV file.

  • The file must be .csv format
  • Column layout must match the required structure
  • Imported customers will appear immediately in the contact list below

Download Sample Format

Click the Download Sample Format link to download a sample CSV file.
This helps you prepare your data correctly by showing the exact layout required.

Use this sample as a template to copy your customer data into.

  1. Search Contacts

The search bar allows you to instantly find specific customers.

You can search by:

  • Name
  • Email
  • Phone number
  • Shipping address
  • Billing address

This is helpful when managing large customer lists.

  1. Contact List Table

Once customers are imported or added, they will appear here.

The table includes:

Name

Customer’s full name.

Email

Their contact email.

Phone

Their phone number.

Shipping Address

Address used for product delivery or correspondence.

Billing Address

Address used for invoices and billing.

Action

Buttons for:

  • Viewing further details
  • Editing customer information
  • Deleting an individual record

If no contacts exist, the table will display empty.

  1. Download Contacts

Click Download to export all customer records into a CSV file.

Uses include:

  • Backup
  • External marketing tools
  • CRM synchronisation
  • Offline analysis
  1. Delete Selected

You may delete multiple contacts at once by:

  1. Selecting the checkboxes next to the records you wish to remove
  2. Clicking Delete Selected

This permanently removes those contacts from your system.

  1. Notes & Best Practices
  • Always keep a backup of your contact list before deleting records.
  • Use the sample CSV file to avoid formatting errors during import.
  • If you use this data for marketing, ensure you follow email consent regulations (GDPR, etc.).

The Contacts page is especially useful for businesses with repeat customers.