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How to import existing contacts into project contacts

Learn how to import existing contacts into a project

Written by Cameron

StudioBinder allows you to import existing contacts to a project. This way, you can include team members or clients already in your contact list without having to create a new contact. Follow these steps to add existing contacts to a project.

Step 1 ⏤ Open projects

Click Projects in the top navigation bar.

Step 2 ⏤ Open a project

To view project contacts, you'll first need to open your desired project.

Step 3 ⏤ Open project contacts

Hover over the Plans tab on the project sidebar to reveal and click Project Contacts from the drop-down menu.

Step 4 — Click existing contacts

Click + Existing Contacts.

Step 5 — Search for contact

In the overlay, type your contact's name. As you type, your contact will appear. Once they do, click the (+) button. Search and add as many contacts as you wish.

Step 6 — Add your contact

Click Add (x) Contacts To Project to add these contacts to your Project.

Note: If you select Project List or Project, you will add all the contacts associated with those lists and or projects.

Now that you know how to add existing contacts to a project, explore ways to manage your team:

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