Whether you’re booking your first client or you're joining HoneyBook hundreds of clients deep, we aim to make it easy to get those connections imported and recorded in HoneyBook via your Contacts tab.
There are several ways to add your clients and contacts to HoneyBook. You can add them in the process of creating a new project; add them individually to your contact list; or add them all at once, using a CSV import or Google contacts import. We've detailed the steps for each method below!
Once your contacts have been added, you can always access your full list under the Contacts tab.
📣 NOTE
A new update is rolling out between September 18, 2023 and September 30, 2023 for accounts with team members: each moderator, admin, super admin, and account owner will have access to all contacts, across the entire team, in their contact list. Basic team members will continue seeing contacts only that they added themselves or are in a project with.
Private contact notes will remain private and visible only to the team member who wrote them.
In this article:
Adding individual clients
To add an individual client and create a project:
1. From any page in HoneyBook, click the + New button.
2. Select New Client.
3. Enter the client's name and email, plus any other details you'd like.
4. Click Add.
You've now created both a client and a project, and you'll be taken right to the project workspace. You can proceed as though you've just added a project by updating the project details and sending out files.
To add an individual client or contact without creating a project:
1. From any page in HoneyBook, click the Contacts tab.
2. Click Add Contact.
3. Enter the client's name and email, plus any other details you'd like.
4. Click Add.
Adding a list of clients
To import a list of existing clients via spreadsheet:
1. Head to your Contacts tab > click Upload spreadsheet.
2. Click download our template.
3. Next, add your existing clients and their information to the downloaded spreadsheet.
📣 NOTE
You must follow the spreadsheet format exactly. Make sure that your file:
Contains fewer than 500 contacts (if your list is more than that, you'll want to split it into multiple files)
Follows the format of our spreadsheet template, including the exact column headers listed
Is in a .CSV or .XLS format (no other file types are supported at this time)
Since we can only import certain details and it’s important to us that we import your client information correctly, using our template is required. The details our spreadsheet supports are:
Email (required)
First name (required)
Last name (required)
Phone number
Address
Notes
📣 NOTE
Other than the email address, first name, and last name, it's okay to leave fields blank if you don't yet have that information for the contact. The required fields must be filled in for each contact—otherwise, you may receive an error message or your data may only be partially imported.
4. Head back to the upload spreadsheet page in HoneyBook.
5. Click Choose File and select your properly-formatted contact list.
The upload should begin automatically. How long it takes to complete can vary based on a number of factors, including how many contacts are in your list. Since it could possibly take some time to finish, feel free to keep taking care of business in HoneyBook and we will notify you when the upload is complete—you should receive an alert in your Notification Center.
If you receive an error when trying to upload, please double check that your column headers exactly follow our CSV template (with no additional column headers added), that your file is in .CSV or .XLS format, and that the file does not contain more than 500 contacts. You should receive an alert in your Notification Center that the upload (or a part of the upload) has failed.
📚 Tip
If you can't locate a client or contact after searching their name or phone number, be sure to search using their email address to ensure their other contact details are correct.
It's also important to note that if an email from the spreadsheet upload matches an email that you already added into HoneyBook, but the surrounding information (i.e. name) is different, our upload will skip over and not replace that entry.
To import your existing Google contacts:
You can import Google contacts via your Contacts tab—just click the Import Google contacts button located in the top right of the Contacts list, and select the contacts you'd like to add!
Want to learn more?
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!