# 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.)](https://help.leasecake.com/en/articles/8317722-uploading-contacts#h_a507e178c1)
- [Option 2: Import](https://help.leasecake.com/en/articles/8317722-uploading-contacts#h_f3e8e483dd)

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](https://help.leasecake.com/en/articles/8066876-team-member-access-and-permissions-guide) 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.