Contacts are the address book behind the shared inbox, built from the people who write in. Custom fields are defined under Settings, Contacts and shown in the Lens panel beside a conversation, while groups, import, export and the duplicate finder live on the Contacts page. Field definitions need the ability to manage inboxes, and the rest is open to any member.
- Add custom fields
Go to Settings, then Contacts, and choose New field. Give it a label, pick its type and choose which inboxes show it under Visible to.
- Start the import
Open Contacts, choose Import contacts and drop the CSV file. The first row should name the columns.
- Map the columns
For each column, pick the contact field it goes to, or Skip. Sektra suggests a target from the column name, and sample rows show what each column holds.
- Review before writing
Read the review, which says how many contacts would be created and updated and lists the rows with a problem. Choose whether to overwrite existing values and whether to add everyone to a group, then run the import.
- Merge duplicates
Choose Merge duplicates from the Contacts page, review each pair, pick Keep left or Keep right and merge. Undo is offered for seven days.
- Export
Choose Export all, Export matches or the export for the open group. The CSV carries the book's columns, the groups by name and one column per custom field.
Fields
A field has a label and a type of text, number, link or date, and a value is checked against the type when it is saved. Visible to decides whether the field is shown in every inbox or only in the inboxes you choose. Deleting a field keeps its values, and a field added again under the same label gets them back.
Import
The file can be up to 5 MB and 20,000 rows, with the first row naming the columns. Each column is matched to a target, including your custom fields, and a column can be skipped. Rows are matched to existing contacts by any address first and by phone second, and later rows about the same new person fold into one record. A row with a bad email address is listed under Rows with a problem. Overwrite existing values decides whether matched contacts are updated or only filled in, and Add everyone imported to a group sends new and updated contacts into a group.
Merge
Merge duplicates lists likely pairs: the same name and email domain, the same name and company, or the same phone number. The kept record receives the other's addresses, numbers, notes, field values and groups, which moves its conversations and what the memory layer knows about the person. Undo restores both records for seven days, unless another contact has taken the merged address since. A teammate on the account is never merged.