Linking contacts with Signeasy

You may link your Google or Outlook contacts and have Signeasy populate your contacts as you type the signer’s name or email address.

How do I link my Google and Outlook contacts to my Signeasy?

• This option is available when you are entering the email addresses of signatories when creating a signature request.
• Click on Upload contacts from as shown in the screenshot below.

• Select the Google/Outlook contacts you would like to integrate.
• Once you log in to Google/Outlook, you will be asked to authorize Signeasy to access your contacts. Post successful authorization, your contacts will be linked to your Signeasy.

Currently, we do not support Outlook contact integrations with Exchange server accounts.

How do I unlink my Google or Outlook contacts from Signeasy?

You may unlink contacts by following the steps below.

• Please tap on the initials on the top right of your screen.
• Click on Account and settings
• Click on Manage Contacts on the left side navigation panel.
• Here you can link or unlink Google and Outlook contacts.

CSV Import

This article will brief you on how to set up a CSV(comma-separated values) file, which can then be used to import/update your contact list within Signeasy.

Requirements

• The import file must be a CSV(comma-separated values) file.
• The file will have an object type/header for the Name and for the Email respectively, both of these being mandatory.
• The import file should not contain more than 1000 contacts.
• Please make sure there are no special characters in your import file.

Duplicate contacts

Signeasy will know if a contact already exists. If you import a contact that already exists, any matching contacts will be updated with the latest data. 

If you don’t want us to overwrite existing data, remove those columns before you import.

Convert Excel file to CSV

• Open the Import file. This can be done through spreadsheet software such as Microsoft Excel and can also be done via TextEdit (Mac) or Notepad (Windows)
• Select your import File. 
• Enter your contact details for Name and Email
• Click Save As.
• Rename the file if you prefer then select .csv (Comma delimited.)
• Click Save.

Convert Google Sheets to CSV

• Log into your Google account and select Google Sheets
• Enter your contact details
• Select File > Download > Comma Separated Values(.csv)
• The file will be saved in your downloads folder

1. If you have a CSV file with multiple sheets/tabs, you will have to export each sheet/tab in a separate CSV file and import it into Signeasy.
2. Currently, we don't have the option to remove contacts uploaded via CSV file. If you want to remove the contacts, please write to [email protected] and we will clear the records.