Clients and contact import on the phone
The app matches calls and messages to clients using the phone numbers and email addresses on each client record. The fastest way to fill that list is to import your phone contacts.
Import contacts
- On the app dashboard, open the gear menu and choose Import Contacts.
- If asked, tap Grant Contact Access.
- Search or scroll, tick the people who are clients, or use select-all. Only contacts that have a phone number or an email address are listed.
- Tap Import N Contacts as Clients.
Contacts that already exist as clients show Imported and cannot be selected again, so running the import twice is safe. A contact that shares a number or address with a different client is flagged as Shares a number or email with … but can still be imported if it really is a separate client.
Phone number format
Numbers are stored in international form, so (555) 010-0100, 555-010-0100, and +1 555 010 0100 all match the same client. If you work with numbers outside your home country, set your region under Account on the web so local numbers are interpreted correctly.
Adding clients on the web
Clients added or edited under Clients in the dashboard reach the phone on its next sync, within about fifteen minutes. Hourly rates, addresses, and other billing details are set there, not on the phone. See Clients.