After the authorization, click “Import contacts”:

Contact import preview

By default, all contacts are selected:

You can browse through the contacts and decide which ones you want to import:

…then click “Import” and you’re done.

a’s, able, about, above, according, accordingly, across, actually, after, afterwards, again, against, ain’t, all, allow, allows, almost, alone, along, already, also, although, always, am, among, amongst, an, and, another, any, anybody, anyhow, anyone, anything, anyway, anyways, anywhere, apart, appear, appreciate, appropriate, are, aren’t, around, as, aside, ask, asking, associated, at, available, away, awfully, be, became, because, become, becomes, becoming, been, before, beforehand, behind, being, believe, below, beside, besides, best, better, between, beyond, both, brief, but, by, c’mon, c’s, came, can, can’t, cannot, cant, cause, causes, certain, certainly, changes, clearly, co, com, come, comes, concerning, consequently, consider, considering, contain, containing, contains, corresponding, could, couldn’t, course, currently, definitely, described, despite, did, didn’t, different, do, does, doesn’t, doing, don’t, done, down, downwards, during, each, edu, eg, eight, either, else, elsewhere, enough, entirely, especially, et, etc, even, ever, every, everybody, everyone, everything, everywhere, ex, exactly, example, except, far, few, fifth, first, five, followed, following, follows, for, former, formerly, forth, four, from, further, furthermore, get, gets, getting, given, gives, go, goes, going, gone, got, gotten, greetings, had, hadn’t, happens, hardly, has, hasn’t, have, haven’t, having, he, he’s, hello, help, hence, her, here, here’s, hereafter, hereby, herein, hereupon, hers, herself, hi, him, himself, his, hither, hopefully, how, howbeit, however, i’d, i’ll, i’m, i’ve, ie, if, ignored, immediate, in, inasmuch, inc, indeed, indicate, indicated, indicates, inner, insofar, instead, into, inward, is, isn’t, it, it’d, it’ll, it’s, its, itself, just, keep, keeps, kept, know, knows, known, last, lately, later, latter, latterly, least, less, lest, let, let’s, like, liked, likely, little, look, looking, looks, ltd, mainly, many, may, maybe, me, mean, meanwhile, merely, might, more, moreover, most, mostly, much, must, my, myself, name, namely, nd, near, nearly, necessary, need, needs, neither, never, nevertheless, new, next, nine, no, nobody, non, none, noone, nor, normally, not, nothing, novel, now, nowhere, obviously, of, off, often, oh, ok, okay, old, on, once, one, ones, only, onto, or, other, others, otherwise, ought, our, ours, ourselves, out, outside, over, overall, own, particular, particularly, per, perhaps, placed, please, plus, possible, presumably, probably, provides, que, quite, qv, rather, rd, re, really, reasonably, regarding, regardless, regards, relatively, respectively, right, said, same, saw, say, saying, says, second, secondly, see, seeing, seem, seemed, seeming, seems, seen, self, selves, sensible, sent, serious, seriously, seven, several, shall, she, should, shouldn’t, since, six, so, some, somebody, somehow, someone, something, sometime, sometimes, somewhat, somewhere, soon, sorry, specified, specify, specifying, still, sub, such, sup, sure, t’s, take, taken, tell, tends, th, than, thank, thanks, thanx, that, that’s, thats, the, their, theirs, them, themselves, then, thence, there, there’s, thereafter, thereby, therefore, therein, theres, thereupon, these, they, they’d, they’ll, they’re, they’ve, think, third, this, thorough, thoroughly, those, though, three, through, throughout, thru, thus, to, together, too, took, toward, towards, tried, tries, truly, try, trying, twice, two, un, under, unfortunately, unless, unlikely, until, unto, up, upon, us, use, used, useful, uses, using, usually, value, various, very, via, viz, vs, want, wants, was, wasn’t, way, we, we’d, we’ll, we’re, we’ve, welcome, well, went, were, weren’t, what, what’s, whatever, when, whence, whenever, where, where’s, whereafter, whereas, whereby, wherein, whereupon, wherever, whether, which, while, whither, who, who’s, whoever, whole, whom, whose, why, will, willing, wish, with, within, without, won’t, wonder, would, would, wouldn’t, yes, yet, you, you’d, you’ll, you’re, you’ve, your, yours, yourself, yourselves, zero

Relenta plays well with…

• Any mobile device: iPhone, Blackberry, Android
• Any email service: Gmail, Google Apps, Exchange, Yahoo! Mail, yourcompany.com
• Any email client: Outlook, Thunderbird, Eudora, Apple Mail

We assume you’re already set up to get your email from your email service to your mobile directly. If not, first get email working on your mobile.

The rest is really simple. You want to do two things:

• Get some or all of your incoming email into Relenta (from any number of email services or accounts).
• Get some or all of your outgoing email into Relenta (from your mobile, web or desktop email client).

Why? You want to be sure that your team can access relevant client information from your client profiles. Once those emails are attached to your client profile in Relenta, they are on file forever for whomever needs that info. Never see a team member make a customer service mistake again, due to a lack of information about the client.

Incoming email

If you want all your incoming mail go to into Relenta, set up automatic email forwarding of all email to your Relenta account.

If you don’t want to get all email into Relenta, simply forward individual messages to your Relenta account. If there is an identity (Settings > Identities) that matches your From: email address, the message will be filed against the person who sent the original message to you, based on From: address in the body of forwarded message.

Outgoing email

To get an outgoing mail into Relenta, BCC it to your Relenta account. If there is an identity that matches your From: email address, the email will be placed in Sent folder and matched with the appropriate contact.

For additional details on the rules and logic of email association, refer to the scenarios table in the Drop it like it’s hot post.

Next, create identity (Settings > Identities) with email address that matches sender (From:) address you use to send email from other clients.

As is often the case with Relenta, things are as simple on the outside as they are complex on the inside. Below is the set of rules used to sort and file the incoming email.

If the automatic bounced email handling is enabled, you will see a Bounced folder in your message folder list.

Here’s how it works. When you send an email, we include a unique message identifier in the full email header:

Return-Path: unique-identifier@bounce.relenta.net
X-Relenta-HD-RH511: unique-identifier@bounce.relenta.net

When the bounced (undeliverable) message is received, we identify the error code as well as the email address to which message was originally sent.

There are two types of bounced messages: soft and hard. Hard bounce means that the email delivery failure is permanent (SMTP code 550). All other bounces are considered soft. If the number of soft bounces per email address exceeds two, the email address will be marked as hard bounce.

Both soft and hard bounce emails are placed in the Bounced folder so you can review them and act accordingly.

The contact which has at least one soft or hard bounced message associated is visually identified with a yellow triangle icon.

On contact view page, soft bounced emails are displayed in brown, hard bounces in red.

When you edit a contact, emails are displayed in either single or double parenthesis, like so:

(soft-bounce@someemail.com)
((hard-bounce@someemail.com))

If you remove the brackets and save changes, the bounced status will be removed from contact.

1. Login into your FreshBooks account and go to My Account > FreshBooks API. Check the box “Enable API” and copy your Authentication Token (it looks like this: 2b1bb1w987c4704da7f2g5994401fc9c).

2. In your Relenta account and go to Settings > Add-ons. Click on “Link your Relenta and FreshBooks accounts,” enter your FreshBooks account (login) name and paste Authentication Token. Click “Connect” button.

3. Click on “Import contacts,” then “Import invoices” and you’re done.

During the import, existing contacts will be updated and new contacts created. Invoices will be placed as line-items in Activities tab and each Contact’s activity stream, and ‘Sync with FreshBooks’ links will appear.

For now, the sync is in one direction only, from FreshBooks to Relenta.

After the CSV file is uploaded, it will be processed in the background. When completed, you will be able to view the stats on imported and updated contacts.

CSV file format
Your CSV file must contain a header row, or first line, that defines the fields in your table. Relenta recognizes headers from the CSV files exported by most common applications such as Outlook, Act!, Goldmine, Gmail, Yahoo, etc.

You also have an option to create and/or edit your own CSV files, using headers from the list below.

Standard headers

• First, FirstName, First Name
• Last, LastName, Last Name
• Full Name, Name
• Title, Job Title
• Company, Company Name
• Comments, Comment, Note
• Email, E-mail, Email Address, Mail, Mail Address
• Twitter, LinkedIn, Facebook

Smart headers

The following fields will be imported along with a label, that is if the column header is “Phone Mobile” and the value is 555-1212, then the number will be imported as field type Phone with value “555-1212″ and label “Mobile.”

• URL, Site, Web site, Website, Web page
• Phone, Tel, Mobile, Cell
• Fax
• Text
• Messenger, ICQ, AIM, Yahoo, MSN, GTalk, Google Talk, IRC, Skype

• Street, Address, Location, Address Line, City, Region, Province, State, Post Code, Postal, Zip, Country

If your address-related headers have a common prefix, such as HomeStreet, HomeAddress, etc. the prefix, in this example “Home,” will be used as a label.

Groups, tags and custom fields

• Group, Groups, Group Name
• Tag, Tags, Contact Tags
• Custom:custom field name

Group and tag names should be separated by ; (semicolon).

Groups and custom fields must already exist in the system before you import contacts. Tags, if not already present, will be created on the fly during import.

Required fields

Any two of the following three fields must be present for a contact to be imported (or updated) by Relenta: First Name, Last Name, Email.

NB! If your imported file contains Relenta’s contact ID, the above rule doesn’t apply.

NB! If your file contains the Full Name column, then — depending on its format — it will be split into first and last names either as First Last or Last, First.

Updating existing contacts

Relenta uses a smart algorithm in an attempt to make a match between each contacts that is being imported and an existing contact in your Relenta database. This way if you accidentally upload the same file, the contacts aren’t duplicated. The algorithm takes into the account First Name, Last Name and Email and assigns points to each matching field. The contact with highest score is considered to be a match and is updated with imported data.

NB! The above algorithm doesn’t apply to the duplicate records present in the CSV file itself.

• From:
• To:
• Subject
• Body
• Cc:

If you want to find the email with subject “Email and contact manager” which contains the text “gets things done” in the body, you can enter:

subject:”Email and contact manager” AND body:”gets things done”

A query is broken up into terms and operators. There are two types of terms: Single Terms and Phrases.

A Single Term is a single word such as “test” or “hello”.

A Phrase is a group of words surrounded by double quotes such as “hello dolly”.

Multiple terms can be combined together with Boolean operators to form a more complex query (see below).

Fields

When performing a search you can either specify a field, or use the default fields. The available fields are:

• From
• To
• Subject
• Body
• Cc
• Headers

You can search a specific field by typing the field name followed by a colon “:” and then the term you are looking for.

If you want to find the email with subject “Email and contact manager” which contains the text “gets things done” in the body, you can enter:

subject:”Email and contact manager” AND body:”gets things done”

Boolean operators

Boolean operators allow terms to be combined through logic operators. Relenta supports AND, “+”, OR, NOT and “-” as Boolean operators.

NB! Boolean operators must be ALL CAPS

The OR operator is the default conjunction operator. This means that if there is no Boolean operator between two terms, the OR operator is used. The OR operator links two terms and finds a matching document if either of the terms exist in a document. This is equivalent to a union using sets. The symbol || can be used in place of the word OR.

To search for documents that contain either “email manager” or just “email” use the query:

“email manager” email

or

“email manager” OR email

AND

The AND operator matches documents where both terms exist anywhere in the text of a single document. This is equivalent to an intersection using sets. The symbol && can be used in place of the word AND.

To search for documents that contain “email manager” and “contact manager” use the query:

“email manager” AND “contact manager”

+

The “+” or required operator requires that the term after the “+” symbol exist somewhere in a the field of a single document.

To search for documents that must contain “email” and may contain “Relenta” use the query:

+email Relenta

NOT

The NOT operator excludes documents that contain the term after NOT. This is equivalent to a difference using sets. The symbol ! can be used in place of the word NOT.

To search for documents that contain “email manager” but not “office manager” use the query:

“email manager” NOT “office manager”

Note: The NOT operator cannot be used with just one term. For example, the following search will return no results:

NOT “email manager”

-

The “-” or prohibit operator excludes documents that contain the term after the “-” symbol.

To search for documents that contain “email manager” but not “office manager” use the query:

“email manager” -”office manager”

Wildcard searches

Relenta search supports single and multiple character wildcard searches within single terms (not within phrase queries).

To perform a single character wildcard search use the “?” symbol.

To perform a multiple character wildcard search use the “*” symbol.

The single character wildcard search looks for terms that match that with the single character replaced. For example, to search for “text” or “test” you can use the search:

te?t

Multiple character wildcard searches looks for 0 or more characters. For example, to search for test, tests or tester, you can use the search:

test*

You can also use the wildcard searches in the middle of a term.

te*t

Note: You cannot use a * or ? symbol as the first character of a search.

Fuzzy searches

To do a fuzzy search use the tilde, “~”, symbol at the end of a Single word Term. For example to search for a term similar in spelling to “roam” use the fuzzy search:

roam~

This search will find terms like foam and roams.

An additional (optional) parameter can specify the required similarity. The value is between 0 and 1, with a value closer to 1 only terms with a higher similarity will be matched. For example:

roam~0.8

The default that is used if the parameter is not given is 0.5.

Proximity searches

Relenta supports finding words that are within a specific distance away. To do a proximity search use the tilde, “~”, symbol at the end of a Phrase. For example to search for a “email” and “manager” within 10 words of each other in a document use the search:

“email manager”~10

Grouping

Relenta supports using parentheses to group clauses to form sub queries. This can be very useful if you want to control the boolean logic for a query.

To search for either “email” or “manager” and “website” use the query:

(email OR manager) AND website

This eliminates any confusion and makes sure you that website must exist and either term email or manager may exist.

Field grouping

Relenta search supports using parentheses to group multiple clauses to a single field.

To search for an email with subject that contains both the word “return” and the phrase “pink panther” use the query:

subject:(+return +”pink panther”)

Escaping special characters

Relenta search supports escaping special characters that are part of the query syntax. The current list special characters are

+ – && || ! ( ) { } [ ] ^ ” ~ * ? : \

To escape these character use the \ before the character. For example to search for (1+1):2 use the query:

\(1\+1\)\:2

We will never sell, rent or otherwise share your personal or customer data with any third parties except in the limited circumstances described in the Terms of service and Privacy policy, such as when required by law.