> For the complete documentation index, see [llms.txt](https://docs.daylite.app/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.daylite.app/help/getting-started/add-your-first-contact.md).

# Add Your First Contact

In Daylite, contacts come in two forms: **People** and **Companies**. Understanding the difference before you start adding records will save you a lot of reorganizing later.

**People** are the individuals you do business with — clients, leads, colleagues, referral sources. Their communication history, preferences, and activity all live on their Person record.

**Companies** are the organizations those people belong to. When you link a Person to a Company with a Role, Daylite keeps the relationship clear — so if a contact changes jobs, your history with the company stays intact and nothing gets lost.

A good rule of thumb: if you're thinking of a human, create a Person. If you're thinking of a business, firm, association, family, or group, create a Company. Most of the time, you'll create both and link them.

Once you have that foundation in place, adding your first contact takes just a few steps.

{% embed url="<https://www.youtube.com/watch?v=46awrwKN5Os>" %}

### Create Your First Contact

1. Click **People** in the sidebar.
2. Click **+ New Person**.<br>

   <figure><img src="https://3312841743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FofiqhmWwdDTdbdewjbsf%2Fuploads%2FCHiRNuj1jSKiKUlHH7h2%2FCreate%20a%20Person.png?alt=media&amp;token=5084be0f-8cb1-490c-bbf2-3605afbe269d" alt=""><figcaption></figcaption></figure>

   <br>
3. Type in Their Name and details
4. Click **+Add Company** to add and link a new company to your contact
5. Type the name of the company and click **+ New Company**<br>

   <figure><img src="https://3312841743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FofiqhmWwdDTdbdewjbsf%2Fuploads%2FMPs0P5xzl8pu9ftq9AP9%2FCreate%20Linked%20Company.png?alt=media&amp;token=8ddc6c13-c9aa-4af3-b397-1e7aaad3c1f1" alt=""><figcaption></figcaption></figure>
6. Click Save

That's it. You've just created your first records in Daylite!

<figure><img src="https://3312841743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FofiqhmWwdDTdbdewjbsf%2Fuploads%2FjQQrQVo2BXujTJ9R3aBy%2FCreate%20Contact.png?alt=media&amp;token=31ab7e35-4b98-46af-9088-a560e4d0b067" alt=""><figcaption></figcaption></figure>

Over the next few steps, you'll link tasks, emails, and more to this Person and start to see how Daylite builds a complete picture of every relationship.

### Bring Your Contacts Into Daylite

You don't need to type everyone in by hand. Daylite can import contacts from Apple Contacts, Google Contacts, or a spreadsheet:

* Go to **File** > **Import** > **Import Contacts**
* Choose your source and follow the prompts

You can even assign a Category, like "Client" or "Prospect", during import to keep things organized from the start.<br>

**Learn more:** [Adding Your Contacts](https://docs.daylite.app/help/learn/getting-started/adding-contacts) — the full guide to importing from Apple Contacts, Google, vCard, and spreadsheets.


---

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