Can I import my existing contacts?

Yes! Go to Settings → Import, select "Contacts", upload a CSV file, map the columns, and import. This is perfect for migrating from another tool like Xero, MYOB, or a spreadsheet.

What happens when I delete a contact?

Contacts are soft-deleted — they're hidden from your lists but the data is preserved. This means historical invoices and bookings linked to that contact remain intact. You won't lose any financial records.

Contacts & CRM

Add and manage your clients, suppliers, and business contacts.

Articles

Manage Your Contacts

Add, edit, tag, and organise your clients and suppliers.

Frequently Asked Questions

Related help categories

Getting Started help Invoicing help Bookings & Scheduling help Quotes help Accounting & Bookkeeping help Expenses help Browse all Help Centre categories