# Managing Contacts

Memorizing wallet addresses is impossible. It's much better to assign a name to the address. Integral has two main ways to assign contacts to wallet addresses: (1) Add a single contact from Bookkeeping; or (2) Upload a CSV of your contacts.&#x20;

## Add a Contact from Bookkeeping

Creating a new contact from the Bookkeeping page is easy. Whenever you come across a transactions from/to an address you know, simply **hover over the address** and **select Add Contact**.&#x20;

### **Link Contact**

Integral imports your customers and vendors from your ERP (QuickBook/Xero). Linking an address to an existing contact, or to an ERP customer/vendor automatically imports all their information so everything stays in sync. This is also required to push customers/vendors as part of journal entries. This is the preferred method.

{% hint style="info" %}
A single contact can have multiple addresses across chains associated with them. You can link an existing contact to additional wallet addresses.
{% endhint %}

<figure><img src="https://3061199926-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1fkaxq4yvhcAFiQKv7R%2Fuploads%2FmAgOOjjjTBIuQcGQmRq8%2Flinkcontact.gif?alt=media&#x26;token=5f6ff384-3209-4d5d-853b-72d4f1fb6e83" alt=""><figcaption></figcaption></figure>

### **Add Contact**

This creates a new contact in Integral. You must associate the address with a contact name, and optionally Company and Email. At this time, Integral does not publish customers or vendors to your ERP.

<figure><img src="https://3061199926-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1fkaxq4yvhcAFiQKv7R%2Fuploads%2Fkhxmg4KhFuin27DiGlRW%2Fclick%20add%20contact.gif?alt=media&#x26;token=61bbdaa3-2974-41f9-ad4e-9048ed6d8d67" alt=""><figcaption><p>Click to add contact in Bookkeeping V2</p></figcaption></figure>

### Add Contacts in Bulk Using a CSV

If you prefer to import contacts you already have documented:&#x20;

1. Navigate to the [Contacts page](https://app.integraltreasury.xyz/contacts/integral)
2. Download the template by clicking `"Import Contacts"` > `"Download Template"` in the top-right corner
3. Fill in the information (address, chain, and name are required\* fields)
4. Click on `"Import Contacts"` > `"Upload CSV"` in the top right corner to select your file
5. Review the preview to make sure the information is correct, then click `"Import X Contacts"`

That's it! All your contacts have been imported, and your transactions updated with their names.

<figure><img src="https://3061199926-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1fkaxq4yvhcAFiQKv7R%2Fuploads%2FSte1S0sJ08nVuY8RINmm%2Fimportcontact.gif?alt=media&#x26;token=09bde813-b135-4ff4-8f58-fc013cf65678" alt=""><figcaption></figcaption></figure>

### **Delete a contact or a contacts wallet**

To delete a contact and remove it from any transactions, navigate to the [Contacts page](https://app.integraltreasury.xyz/contacts/integral). From here, you can either delete a contact entirely or simply delete one of the contacts' wallets.

1. Select the customer(s) you want to delete using the checkboxes on the left.&#x20;
2. Click `"Delete"` in the bulk actions bar at the bottom of the page.&#x20;

To delete a wallet of a contact but not the contact itself:

1. Click on the contact and then Wallets
2. Click the edit button beside the wallet you want to delete, and then `"Remove"`.

<figure><img src="https://3061199926-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1fkaxq4yvhcAFiQKv7R%2Fuploads%2Fgghbe9NoltIVdWICDZb3%2Fdeletecontact.gif?alt=media&#x26;token=50209360-b025-4129-9d0e-dba55ddac269" alt=""><figcaption><p>Delete a contact or wallet of a contact</p></figcaption></figure>

### Filter a contact in Bookkeeping (V2)

To filter to only see transactions that interact with a specific contact in Bookkeeping:

1. Go to Bookkeeping
2. Find a transaction related to the contact
3. Click on the contact name and hit `"Filter"`
4. Only transactions that are To or From that contact will now appear in the Bookkeeping view

<figure><img src="https://3061199926-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1fkaxq4yvhcAFiQKv7R%2Fuploads%2FlhCRfA5AGxDcMvyNQtf3%2Ffilter.gif?alt=media&#x26;token=9166ae63-bfc5-487e-8517-ba6b6705ec3b" alt=""><figcaption><p>Filter a contact in Bookkeeping V2</p></figcaption></figure>

{% hint style="info" %}
To filter a contact in Bookkeeping V1, copy-paste the wallet address or contact name into the Bookkeeping search bar to surface transactions related to that contact.&#x20;
{% endhint %}
