Adding a contact
Learn how to add your accounting client list to the CloudT Pro platform as contacts.
Contacts do not occupy a user position from the available licenses of the subscription plan you have selected.
Unlimited contacts can be registered, at no cost.
Follow the steps below to add a new contact to the CloudT platform:
- From the Menu on the left, select "Contacts"
- Select the "Create" button
- Fill in the contact details and select "Create". If you wish to add more contacts, select "Save and add new".
Alternatively, you can make use of the chargeable service we offer for bulk import of contacts via excel file in which the name, type and VAT number must be entered, which is mandatory for the successful completion of the form, as well as the Email, Tax Office, Occupation, AMKA, Address, City, Postal Code, Country and Phone number of contact.
For bulk import of contacts please send a request to [email protected]
It is extremely useful to fill in the email address of your contacts so that they can receive automatic notifications of the progress or completion of their tasks or the sending of their cash register.