BatchBook New Customer On-Boarding
Part 1: Adding Contacts & Communications
There are many ways to import contacts. We have compiled information about adding contacts for your convenience:
Importing Contacts
- How do I import my contacts into BatchBook?
- How do I import a group of contacts from Outlook into BatchBook?
- How do I import data from Excel (or CSV)?
- How do I import data from other programs? Outlook, Hotmail, Yahoo! Mail, Gmail, LinkedIn, Thunderbird.
- How can I enter information from business cards?
- How should I format my file for importing?
Adding New Contacts
- How do I create a contact record?
- What information do I need to create a contact record?
- Can I change the picture on my contact records?
- Where do I add an address to a contact?
Adding New Communications
And a few other resources from BatchBlue:
- Product updates on the BatchBlue Blog
- Short video demonstrations of BatchBook’s functionality
- Information on data security
- Upgrade options
Need help? Visit the support site, including FAQs on the above and many, many more topics.