Importing Contacts From Your Integration

Melissa Gunn
Melissa Gunn
  • Updated

Here's a quick guide on how to pull contacts from your integration.

Proposify makes it easy for you to import clients from a linked account, after all, you’ve spent a good deal of time and money building a client list in your CRM/Invoicing tool! 

Before we start, there’s a couple of important details:

We can’t work without a few important details.  To import a contact, you will need three things:

  • client first name

  • client last name

  • client email address

We need these for signatures to be legally binding, and also to send these proposals to your client. If your customer doesn’t have these (or if they are in a custom field), then we can't import them to Proposify.

You can import your clients from your integration in two places. The first is in Clients, found in the navigation bar:

Import1.png

 

From there, click the green +New Client button at the top right of the page:

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The other way to import is straight from the document settings page. You can do that by clicking “new client” in the “Which client is this document for” dropdown:
Import_3.png
 
No matter which method you choose, the following steps remain the same. You’ll see a menu appear on the right asking you to  create a new contact, a new company, or import a contact:
Import_4.png
 

Click “import contacts” and a list of all your active integrations will appear:

Import_5.png

Once you click on your chosen integration, your client details in the search bar and click “search”:

Import_6.png

NOTE: The best way to quickly search for your client, is to search using their email address. 

We’ll reach out to your integration and pull any search results based on the information in the search bar:

Import_7.png

Once you’ve selected your client, click the green “import” button at the bottom of the menu:

Import_8.png

 

That’s it!

Once your client has been imported, we'll confirm and invite you to add more clients. If you’ve added this from the clients page, then you’ll also be able to build a proposal immediately as well: 

Import_9.png
 

Looking to add a client manually? Click here.