Uploading Contacts

Use this guide for best practices adding Contacts to Leasecake

November 24, 2025

Table of contents

• Option 1: Add at the Entity Level (Location, Company, etc.)
• Option 2: Import

There are 2 ways to add Contacts to Leasecake:

Option 1: Add at the Entity Level (Location, Company, etc.)

• Click into the entity for your associated contact. (i.e. Locations, Companies, Brands, Deals, Contracts, or Assets)​

• Move into the Contacts tab​

• Click Add Contact

• Select New Contact if the contact does not exist in Leasecake yet.

• Select Existing Contact if they have already been added elsewhere and you want to associate them to this entity as well.

  • Note: if you're adding one contact to multiple locations, assets, etc., click the Existing Contacts option to avoid duplicate contacts

• Fill in all the required fields. Optional fields can be filled in as well, which will help enhance searchability and reporting of Contacts.

• Click Save once done.

Option 2: Import

• Click into the Settings tab​

• Click into the Import tab - note: The user will need Administrator user permission to access this.

• Choose People.

• Click Download Template.

• You'll have the option to remove some fields off the import template if you'd like. Any Optional Fields on the template do not need to be filled out prior to import.

• Fill out the fields in the spreadsheet.

  • Note: in order to associate your contacts to entities in Leasecake (Locations, Deals, Assets, etc.) you must fill out the ' Associated To' fields in the template

• Once you populate the template, download as a CSV and re-upload within the People section of the Import tab

• If there are any errors with the data entry, Leasecake will highlight the rows in yellow and allow you to update the data right with the platform.

• Click Begin the Import.

You can add Filters to create custom reports of your contacts.

Select Table View.