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  1. Contact Management

Importing Contact Information

PreviousCompaniesNextUsing Calendars

Last updated 1 year ago

The first thing that probably springs to mind when considering importing data is “how do I get all of my business contacts and other information from my old system into Daylite”. There is no denying that importing a Contact’s details is really important, and the last thing you want is to lose any of their information.

You can choose to import existing People or Company data from your Contacts app into Daylite for iOS.

Importing People and Companies From Your Existing Contacts App

If you wish to import a People contact record into Daylite for iOS, select Contacts > People from the Daylite Sidebar, then tap the + button and choose Import from Contacts App.

If you wish to import a Company contact record into Daylite for iOS, select Contacts > Company from the Daylite Sidebar, then tap the + button and choose Import from Contacts App.

Pro Tip:

It is important to be concise to avoid errors. Try to remove any duplicated data from your Contacts app before importing it to Daylite for iOS.

Select from the Choose a Category menu and then tap Select Contacts.

Choose the Contacts you wish to import. You can choose more than one at a time. These Contacts will be added to Daylite for iOS as a brand new record.