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# Adding & Updating Contacts

# 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's name to open their profile.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-06-11-at-52827_1d03fl0.png =350xauto)

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
* Set up Associated Contacts so the right people are added automatically

The **Associated Contacts** section lets you pair this contact with others who should come along whenever they're added to a transaction, like a lender and their processor. See [Associated Contacts](https://help.nekst.com/en-us/article/associated-contacts-bring-the-right-people-along-automatically-n2get1/) for how it works.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-06-11-at-52532_1i0gno2.png =900x510)


## 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-11-21-at-10265_1cxi7f3.png =500x269)

### 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.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-11-21-at-10270_1g48r4o.png =500x349)


### 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 imports fail 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.