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Import Contacts

Contacts can be imported directly from your mobile phone, to connect them to the rest of your data and create a network.

Benefits

Integrating contacts with myReach offers several benefits, enhancing the platform's functionality and user experience:

Unified Contact Management: Consolidate your contacts, providing a centralised location for easy access and management.

Efficient Communication: Access contact information without switching between applications, streamlining communication processes and saving time.

Relationship Mapping: Visualise and understand the connections and interactions between different contacts in your network.

Contextual Insights: Connect your contacts to notes, research, documents, or other relevant information, providing context and enhancing your understanding of your network (ex: connect a contact to the notes you took during a meeting with them. It'll save you time next time you search for those notes).

Tagging and Categorisation: Organise contacts using tags, making it easier to filter and search for specific individuals or groups.

Automation of Contact-Related Tasks: Integrate contact data seamlessly into myReach to automate tasks such as note creation, relationship establishment, or notifications based on contact-related activities.

Enhanced Networking: Enrich your networking experience by identifying commonalities, tracking interactions and maintaining a holistic view of your professional relationships.

By integrating contacts into myReach, you can optimise your networking efforts, improve communication efficiency and gain valuable insights into your professional relationships. This integration contributes to a more streamlined and effective knowledge management experience within the platform.

Steps to Import Contacts

  1. Go to Profile < Integrations < Phone Contacts

  2. Read the instructions carefully

  3. Click on "Import Contacts"

  4. Click on Select All if you want to import all your contacts (top right of the screen) or select the contacts that you want to integrate and click "Import X contacts"

  5. Selected contacts will be saved as Contact Tags.

The attributes such as phone number, birthday and email will be added as Properties If the contact has a company in their contact information, a separate node will be created as Company Tag and will be linked to the Contact Tag.

There's no cooldown period. You can integrate more Mobile Contacts once the previous integration has finished.

Integration Option

Click on the 3 dots at the top right of the “Import Contacts integration” page to see the options.

1. Go to Workspace - Using this option, you can redirect to the specific Workspace that was created with all the imported contacts.

2. Show History Log - Here you can see the Import History of your Import Contacts integration.

You can see the date when you did the integration along with the number of Nodes created.

3. Remove Integration - Using this option you can Remove the Import Contacts integration.

The Import Contacts workspace will also be deleted and nodes unique to that Workspace will be moved to the “Unassigned” Workspace.