Adding Contacts and Updating Details

Nekst gives you several ways to add contacts and keep their information organized. You can add contacts while launching a new Transaction, inside any active Transaction, or directly from the Contacts page. You can also upload multiple contacts at once through a CSV import.

This article walks you through each method and explains how contact records work.

How to View and Edit an Existing Contact

You can open a contact record from two different places:

From the Contacts Page

1. Select the Contacts tab in the top navigation bar.
2. Search for a contact and click their name to open their profile.

From Inside a Transaction

1. Open any Transaction.
2. Go to the Transaction Parties section on the right side.
3. Click the contact name to open their profile.

Inside the contact record you can:

• Update phone numbers, emails, and addresses
• Add or edit notes
• Manage company information and website
• Review all Transactions they are connected to
• Remove them from a Transaction if needed

Ways to Add a New Contact

Contacts can be added in several ways depending on where you are working in Nekst.

1. Add a Contact During the Launch of a New Transaction

When launching a Transaction, you will add contacts during Step 5 of the setup process.

2. Add a Contact Inside an Existing Transaction

From the Transaction Parties section on the right side, select the + Add button to add a contact to that Transaction.

3. Add a Single Contact from the Contacts Page

Go to Contacts > Add Contact > Single Contact and enter the details manually.

4. Import Multiple Contacts Using a CSV File

If you have a spreadsheet of clients or service providers, you can import them all at once.

How to Import Contacts Using a CSV File

Step 1: Open the Import Tool

1. Go to the Contacts page.
2. Select Add Contact in the top right corner.
3. Choose Import from CSV.

A popup will appear with instructions and a link to download the CSV template.

Step 2: Download the CSV Template

Select Download CSV Template.

This file includes all available columns you can import, including:

• firstName (required)
• lastName (required)
• primaryEmail
• alternateEmail
• companyName
• website
• mobilePhoneNumber
• workPhoneNumber
• workPhoneNumberExtension
• homePhoneNumber
• faxPhoneNumber
• addressLine1
• addressLine2
• city
• state
• zip
• serviceProviderGroup

Column names must match exactly or the import will fail.

Step 3: Format Your File

Open the template using Excel, Google Sheets, or Numbers.

When saving your file, select:

CSV (Comma delimited)

Do not save as semicolon delimited or XLSX.

Step 4: Upload Your File

1. Return to Nekst.
2. Choose your file.
3. Select Import.

Import Summary and Error Handling

After the import finishes, Nekst provides a summary that shows:

• How many contacts were successfully imported
• How many contacts failed
• The reason for each rejection

Common reasons for failed contacts include:

• Duplicate name and email combination
• Invalid or incomplete phone number
• Invalid email address format

Failed rows should be corrected in your spreadsheet and reuploaded if needed.

Service Provider Categories and Matching Rules

If your CSV includes a serviceProviderGroup value, Nekst will attempt to apply that category automatically.

Nekst only applies a service provider category when the label is an exact match to an existing category in your account.

For example:

If your Nekst account has the category Home Inspectors, but your CSV file uses values like:

• Property Inspector
• Inspectors
• Home Inspector

Nekst will still import the contact, but the service provider category will not be assigned.

Recommendation:

Create and confirm your Service Provider categories before importing your CSV to ensure accurate matching.

Contact Limit

There is a 1000 contact limit per upload. We recommend you do NOT import your entire database as Nekst is NOT a CRM.

Updated on: 11/21/2025