Adding and Importing New Contacts

Adding a New Contact

Adding a new Contact to Daylite is incredibly easy. Whether you are meeting a client in your office, attending a trade show for a weekend, or even working from home, the process of adding a brand new Contact record is identical. You can choose to add a brand new Contact to Daylite by selecting Contacts > People or Contacts > Companies and then tap the New Object Button and select either New Person or New Company.

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.

Your Contacts are at the very centre of your business. Importing your Contacts from other contact management applications should always be a straight forward process. Whether you are importing from Apple's Contacts, iCloud, Google, or any other format, Daylite makes that process easy.

Importing Existing Contacts

You can import an existing Contact record into Daylite by selecting either:

Contacts > People from the Daylite Sidebar, then tap the + button and choose Import from Contacts App.

Contacts > Company from the Daylite Sidebar, then tap the + button and choose Import from Contacts App.

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 as a brand new record.

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.

Wrap Up

With your Contacts now in Daylite, you can start exploring the interface and see how Daylite can take you further. Keep up the momentum and add your Calendar to Daylite, then start sharing your Contacts and your Calendar with other apps.

If you would like help with importing from another major contact manager, CRM, or contacts spreadsheet we'd love to pair you with one of our Daylite experts.