---
title: "Add/Edit/Upload a Contact"
description: "Learn how easy it is to create, edit, & import contacts in your organization. Contacts house both of your Vendors' and Clients' information."
url: https://help.juan.tax/en/articles/438-addeditupload-a-contact
collection: "JuanTax Overview"
updated: 2026-02-10
language: en
---

# Add/Edit/Upload a Contact

Learn how easy it is to create, edit, & import contacts in your organization. Contacts house both of your Vendors' and Clients' information.

**There are two ways on how to add your contacts in JuanTax:**  
**A.** Create a contact manually one by one  
**B.** Batch import your contacts list using a CSV file

* * *

## **A. Manual Entry**

**STEP 1**: From the sidebar menu, select **Contacts.**

**STEP 2**: Proceed to the **Contacts** tab.

**STEP 3**: Fill out the contact information. Once done, click the **Add Contact** button below.

## **To apply filters in your contacts list:**

Select which attributes you want to appear on your contacts list, click the **New** button on the Contacts list page then select the appropriate filters.

**_NOTE_**: The filtering options you selected will NOT automatically reset when you log in/out of your account. This will only change or be cleared out if you decide to remove them.

## **To update the Contact Information:**

Select the name of the **contact** whose details you want to change.

## **B. Importing your Contacts**

**_NOTE_:** There are _no limits_ to the number of contacts that you can import in JuanTax.

**STEP 1**: From the Contacts List page, click on the **Import** button.

**STEP 2**: Choose whether to download the template and prepare your document or proceed to upload it into the system directly if it is already prepared.

**A. Download template**

-   Prepare your CSV file. You may also extract your SLSPs as a CSV so you do not need to re-type it again.
    
-   Make sure your CSV file has a header. Type the name of the header which best describes the whole column.
    

**B. Select files to upload**

If you already have the file prepared, upload it into the system by clicking the **Select files to upload** button.

**STEP 3**: Map the required corresponding fields and hit the **Next** button.

**STEP 4**: Review the information you entered to make sure it is correct. Once certain that everything is in order, click on the **Next** button.

That’s it! Your Contacts have been successfully saved in JuanTax.

**Helpful Link:**

[Add/Edit/Upload an Employee](https://help.juan.tax/en/articles/74-addeditupload-an-employee.md)

[Contacts Report in JuanTax](https://help.juan.tax/en/articles/263-contacts-report-in-juantax.md)