Contacts
Manage your contact and company database centrally.
Available in
| Resource | Starter | Professional | Business | Enterprise |
|---|
Contact management is the central database for all people and companies associated with your events.
Contact Data
The following information is stored per contact:
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Company Information - Company name, legal form, VAT ID
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Contact Person - Name, position, email, phone
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Addresses - Billing and shipping address
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Bank Details - IBAN and BIC for SEPA direct debits
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Customer Number - Automatically generated or manually assigned
Contact Features
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Duplicate Detection - Automatic detection of similar contacts
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Merge Contacts - Combine duplicate entries
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History - All participations, invoices, and documents
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Notes - Internal notes about the contact
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Custom Fields - Additional data fields as needed
Import & Export
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CSV Import - Import contacts from CSV files. Supports automatic delimiter detection (comma, semicolon, tab), column mapping, and email-based duplicate detection
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Column Mapping - Columns are automatically mapped: company_name, first_name, last_name, email, phone, address, city, postal_code, country, category_keys, and more
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Duplicate Check - Optionally skip duplicates when the email address already exists
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Default Rating - Set default rating for imported contacts (1-5 stars)
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Category Assignment - Assign contacts to categories via the category_keys column (comma-separated category keys)
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CSV Export - Export contact list
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vCard Export - Export individual contacts as vCard
Tips
- Use quick search to find contacts by name, email, or customer number
- Contacts can be assigned to multiple events as participants
- Custom fields can be configured in Settings > Custom Fields
- CSV import supports up to 1,000 contacts at once (max 5 MB file size)