Three Ways to Import Clients
You can import your existing clients in three ways:
- If your existing clients are in Gmail, Encyro can directly connect to Gmail and extract your contacts. You will not be required to provide your Gmail password to Encyro. See: Import Contacts from Gmail Directly.
- You can export your contacts from your current email account and then import the exported file into Encyro. See: Import from Email Accounts or Applications.
- If your existing client management system, CRM software, practice management software, or other work tool lets you export your contacts to a file in comma separated values (CSV) format, you can export your contacts or clients (name and email address) to a file and then import that CSV file into Encyro. See: Import from Practice Management Software.
You may manually add a client as well: see how to add a contact.
Also, do note that importing contacts is optional. You do not need to import clients or perform any client setup if you do not wish to. Simply type in an email address on the send-message page to securely communicate with a new or existing client.
Related articles
-
Import Contacts from Email Accounts or Applications
Most email accounts (e.g. Hotmail, Yahoo Mail, Gmail, others) or applications (Outlook, iOs Mail, etc.) allow you to export your contacts to a file. This f...
-
What is the minimum amount of setup needed to start communicating securely with a client?
No setup is required. Simply type your client's email address to send them a secure message. You do not need to create any account for them. You need not i...
-
Delete a Contact
Can I remove a contact I previously added or imported? I imported contacts from my email but not all of them are my clients - how can I delete some of the ...
-
Add a Contact/Client
You may add a contact without sending a message. This makes it easier to send a message later, and also shows the client's name on the folder if you later ...
-
I tried to import a CSV file and it does not work...
I tried to import from a CSV file my client Names and Emails. The file had no other information and it would not upload or import. It is likely that the CS...
-
Import Contacts from Practice Management Software
If you have your clients in your work management software, such as an electronic health record system, CRM, client management system, or similar other syst...
-
Export and Import Contacts: Android
Google's instructions to export your contacts from your Android device are available here. In short, the steps are: On your Android phone go to the Contac...
-
Export and Import Contacts: iOS Mail (iPhone, iPad) or iCloud
Your contacts from your iPhone or iOS device are best exported from your iCloud account. If you are familiar with iCloud contacts, use Apple's instructions...
-
Export and Import Contacts: Apple Mail (Mac Mail)
Apple Mail (or Mac Mail) addresses can be exported from your address book, from your iCloud account, following the same steps as for iOS. However, your App...
-
Export and Import Contacts: Thunderbird
Open Mozilla Thunderbird on your computer and click on the Address Book item in the top menu bar. In the Address Book window that opens, click on Collected...