Adding Your Apple Contacts to Daylite

Estimated Time to Complete: 10 minutes

We are huge fans of having everything in one place - saving you irreplaceable time and unnecessary stress and disorganization.

In Daylite, your contacts are an integral piece of building what becomes a complete activity history, as they are linked to everything you do, including emails, meetings, tasks, projects and potential deals associated with a contact. By bringing just 10 contacts into your Daylite database today, you will immediately see how Daylite keeps your business details together, organized and efficient with little effort.

Let's get started getting your business contacts into Daylite! Here's how!

Importing your Apple Contacts

Apple's Contacts application is built right into macOS. As such, it is easy to import People and Companies from Contacts directly into Daylite.

1. In Daylite, select File > Import > Import Contacts.

1. Next, choose Import from Contacts app from the options presented. This will let you choose Contacts from the Apple Contacts app, including your iCloud account.

1. Although not required, we encourage you to assign a Category to your Contacts during the import process. This small addition now will keep your data clean and organized, saving you precious time later. For example, you could choose to assign a category of Client to the first batch of contacts you import, and Prospect to the next batch. Once these Contacts have been successfully imported, their category will be set automatically.

1. Select the Contacts you wish to import and then click the blue Import Contacts button.

Please note that only new Contacts are added during the import process. Daylite will update any duplicate Contact records accordingly.

1. Now your contacts are in Daylite, organized with basic information and colour-coded by category. This will make your life so much more efficient in the future!

Summary

Congratulations! You have begun to build your Daylite history by bringing in and organizing the foundational piece of all your communications and dealings - your Contacts.

To review, you have:

• Imported your Apple Contacts, including your iCloud account

• Assigned Categories to your imported Contacts

• Added to your business history

Want some help importing your contacts? Book a call with a Daylite Advisor today!

Want More?

Are you importing your contacts from other sources, like Google Contacts or Spreadsheets? Here's how:

Import your Google Contacts into Daylite Import your Contacts from a Spreadsheet