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. Once your contacts have been added, you can always access your full list under the Contacts page.
📣 Note
For accounts with multiple team members: each moderator, admin, super admin, and account owner has access to all contacts, across the entire team, in their contact list. Basic team members can see contacts only that they added themselves or are in a project with.
Private contact notes are private and visible only to the team member who wrote them.
Add individual clients
Add an individual client and create a project
From the top navigation bar, click + NEW > select New Client
Enter the client's name and email (required), plus any other details
Click Add
You've now created both a client and a project, and you'll be taken right to the project workspace. From here, you can update the project details and start sending out emails and files.
Add an individual client without creating a project
From the top navigate bar, click Clients > Contacts
Select Add Contact > Client/Lead
Enter the client's name and email (required), plus any other details
Click Add
Once added, you'll be directed right to the client workspace where you can get started adding the client to projects and sending files.
Import a list of contacts
Import a CSV file without creating projects
If you have a list of contacts outside of the system, you can add them to your HoneyBook contacts list all at once using a CSV file upload.
File requirements
Your file must meet these requirements to be accepted:
The file must be in .CSV format
You can save any Google Sheet or Excel file as a .CSV file by selecting File > Download/Save As > Comma Separated Values (.csv)
Up to 500 contacts can be added at a time
Maximum file size of 2MB
At minimum, the contact’s email must be included
From the top navigation bar, select Clients > Contacts
Select Add Contact > Import Data
Drag and drop your file or select it to upload
Match the file columns to their related HoneyBook fields
Unmatched fields will not be uploaded
If your file doesn’t have column headers, uncheck the box next to My file has headers and use the drop-down menus to label what each column holds
Review the list of contacts you’ll import
When you finish reviewing, click Import
Import Google Contacts without creating projects
From the top navigation bar, select Clients > Contacts
Select Add Contact > Import Google contacts
You'll be brought to a pop-up
If you haven't connected your Gmail account to HoneyBook yet, select Connect Gmail account and follow the prompts
Once you've connected your Gmail account, you'll see a list of all of your Google contacts. Check off the ones you'd like to import, or check the box to the top left to select all
You can also use the search bar to search for specific contacts
When you're ready, click Import
The selected contacts will be added to your Contacts list in HoneyBook.
Import a CSV file and create projects
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!