Adding/Importing a New Contact

Step 1: Navigate to the Client Hub

From your Abacor dashboard, go to Client Hub.

Step 2: Select Import

Click on the Import option at the top right of the Client Hub.

• If you don’t have any contacts yet, you’ll also see an Import button in the center of the page.

Step 3: Choose Your Source

Select your desired contact source (e.g., Karbon) from the list of available options.

Alternative: Manually Add Contacts

You can also add contacts manually:

• From the Client Hub, click Add Contact.

• Select the contact type (e.g., individual, organization, or client group).

• Enter the contact’s details (name, email, organization, etc.).

• Save the contact to add it to your Client Hub.

Step 4: Confirm and Import

Follow the on-screen prompts to connect your account. Once connected, your contacts will be imported into Abacor.

Troubleshooting

• Import Option Not Visible
  Check that you’re in the Client Hub. If you still don’t see the Import button, ensure you have the correct permissions or contact your Abacor admin.

• Source Not Connecting
  If you’re importing from Karbon or another system, confirm your login credentials are correct. Try logging out and back in if the connection fails.

• Contacts Not Appearing After Import
  Refresh the Client Hub. If contacts are still missing, repeat the import process to ensure it completed successfully.

• Manual Add Not Saving
  Make sure you’ve selected a contact type (individual, organization, or client group) and entered all required fields before saving.

Still having trouble?
Email us at [email protected] with the meeting date and title so we can help.