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My Contacts: Adding or Exporting a Contact

Steps to adding Contacts

Did you know that you can house all of your contacts in Realtracs? Its easy and secure! You can add one at a time or import multiple contacts at once. We will never share your contacts information with anyone and we will not spam their email either.  

  • Hover over People and select Contacts.

  • If you would like to import multiple contacts at once, click the Import button and follow the simple 4-step import process.


    1. To begin the import process, download the provided template. Fill out the template with your contact information for a smooth import. Primary email or a phone number is required for each contact. The phone number must be a 10 digit number not starting with a 1 or 0. 
    2. Once you fill out the provided template, save it to your desktop and upload the .csv file.
    3. Preview your contact information and review any errors. If an error is identified, you will be notified that the contact will not be imported. You can fix the error in the CSV file and re-upload it by clicking the Back: Upload button. When your contacts look good, proceed to the Next button. 

    4. Realtracs has successfully imported your contacts into your Contact Manager! To view your contacts, click the Go to Contact Manager button.

  • If you would like to manually add your contacts, click the plus icon + and begin adding the contact information to each field. A phone number or email address is required. Then, select save.

  • To edit a contact, select the paper pencil icon.  Edit the field/s you wish and then click save.  To delete or duplicate a contact, click the 3 dot menu and choose delete or duplicate.  

  • To Export a contact, click on the check box beside the contact's name you would like to export. If you would like to export them all at one time, click the check box beside the Name column at the top. Once the desired contacts are checked, click on the Export button in the upper right hand corner.

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