Back to: Complete Jobman Set-Up Guide for Administrators

Adding contacts can be done in one of three ways:

• Adding them manually
• Importing from a spreadsheet
• Syncing with your accounting software (this will happen automatically if you have enabled it during your accounting integration set-up)

Manually Adding a Contact

1. From the User Menu Panel on the left, navigate to Contacts.
2. Click Create.
3. Enter the contact name, type, source, and the company contact details.
4. Enter the contact address.
5. You can add a postal address by ticking Use a different postal address.
6. Enter the primary contact person’s details.
7. Click Create again.

Tip: If you need to add another contact straightaway, click the arrow next to the second Create button. This will save your current contact and take you to a new Create Contact form.

Importing Contacts from a Spreadsheet

To import your contacts, follow these steps:

1. From the User Menu Panel, navigate to Contacts > Import and click Create.
2. If needed, click Download Sample CSV and enter your contacts’ data into the file once it has downloaded. Otherwise, proceed with your own CSV.file which you have prepared.
3. Drag-and-drop or click to upload your file.
4. Select any relevant options under Advanced.
5. Click Create again, then click Start.

Please note: Each entry in your CSV.file must contain a name and type.

If you are including websites in your import, the correct format is https://www.jobman.com not www.jobman.com

You’ll be taken to a progress screen for your import. Once completed, you will see an Import Successful notification, with a summary of actions from the import.

Import Errors: Your import summary will identify any errors in uploading your contacts list. If you see an error, click Update, amend your file, and start the import again.