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Import a contact

Before importing a contact from your connected application, you will need to connect to the application to CostMiner first, please click here to learn more.

  • Click ‘Import from’, then select the company/application you want to import from, you may be required to reauthenticate to confirm your credentials with the connected application.

    Contact Module - Import Contact
  • Either search for the specific Contact or leave it empty and click ‘Search’.

    Contact Module - Import Contact - Search
  • Click the checkbox(s) of the contacts that you want to add to CostMiner, then click ‘Import’

    Contacts - import 3
Updated on February 16, 2022
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