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Uploading Contacts
Uploading Contacts

Use this guide for best practices adding Contacts to Leasecake

Updated over a year ago

There are 2 ways to add Contacts to Leasecake:

  1. Entity Level (Location, Company, etc.)

    • Click into the entity for your associated contact. (i.e. Locations, Companies, Brands, Deals, Contracts, or Assets)​

    • Move into the Contacts tab​

    • Click Add Contact

    • Note: if you're adding one contact to multiple locations, assets, etc., click the Existing Contacts option to avoid duplicate contacts


  2. Import

    • Click into the Settings tab​

    • Click into the Import tab - note: this tab may be hidden depending on user access​

    • Choose People and Download Template

    • Note: in order to associate your contacts to entities in Leasecake (Locations, Deals, Assets, etc.) you must fill out the Association fields in the template

    • Once you populate the template, download as a CSV and re-upload within the People section of the Import tab

    • If there are any errors with the data entry, Leasecake will highlight the rows in yellow and allow you up update the data right with the platform

    • Click Begin the import and watch the magic happen!

    Now you can view your contacts within each individual location or within your Contact Library, where you can also run reports on your contacts to view directly into Landlord Contacts, Maintenance Contacts, Utility Contacts, etc.

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