Contacts & CRM
Add and manage your clients, suppliers, and business contacts.
Articles
Manage Your Contacts
Add, edit, tag, and organise your clients and suppliers.
Import contacts from a spreadsheet
Bring an existing customer list in from a CSV, match the columns to the right fields, and check what actually came through.
Find duplicate contacts
OneBookPlus checks a new contact against the ones you already have. There is no merge button yet, so here is what to do instead.
What happens when you delete a contact
Deleting hides a contact from your lists. The record is kept, so the invoices and bookings that point at it stay intact.
Frequently asked questions
Yes. Go to Settings, then Import Data, select "Contacts", upload a CSV file, map the columns, and import. This is perfect for migrating from another tool like Xero, MYOB, or a spreadsheet.
Contacts are soft-deleted, they're hidden from your lists but the data is preserved. This means historical invoices and bookings linked to that contact remain intact. You won't lose any financial records.
Related help categories
Looking for what it does rather than how to use it? Contacts and CRM in OneBookPlus.