Your Contacts List allows you to keep an address book that you can use to quickly add a recipient address to any envelope or label you want to create. You can also use it to add multiple contacts when creating envelopes and labels so you can print them in bulk.
You can add contacts manually or import an existing address book. You can also create groups for your contacts and export your contacts list to CSV.
To choose a contact when printing envelopes or labels, click the Ship To link to select from the list, or start typing in the Ship To field and our auto-complete feature will search your contacts as you type. If a match is found, select it to add the name and address.
Choose Print Postage from Contacts!
If you are in your Contacts list, you can select a contact or group of contacts and click Print Postage. Endicia will automatically add your selected contact(s) so you can then configure your stamps, envelopes, or labels.
To add a contact:
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Go to the CONTACTS tab.
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Click + Add to create a new contact.
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Enter your new contact's information in the Contact Details Panel.
Your new contact is displayed in the Contacts grid. You can then sort in any way you need by clicking a column header.
Once you have added your Contacts, you can use the available actions to Add another contact, Delete a contact, Print Postage, manage Groups of contacts, manage Cost Codes, and add a Ref # to a contact.
You can import your contacts list from a CSV exported from another platform (like Outlook, for example) or a CSV you've created yourself.
During the import process, you'll be asked to map your CSV fields to the corresponding field in the Contacts page. Since each CSV can use different text in the header row, mapping is the process that tells our software where each piece of information from your CSV should go.
Whenever you create a new mapping, you can save it as a template for future use, so you don't have to go through the mapping process multiple times. See the section about Import Templates for more information on creating and using templates to import your contacts.
To import your contacts:
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Go to CONTACTS.
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Click the Import icon
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This action opens the Import Contacts pop-up.
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Choose a CSV file to upload. Click Continue when prompted.
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Choose an import template OR map your CSV fields to the corresponding Endicia fields.
If this is your first time importing or you haven't saved an import template yet, you will not see the option to choose a template. Instead, you'll map your CSV columns to the corresponding fields in Endicia.
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(If you mapped your fields) Save the custom mapping by entering a template name. You can then use this template for future imports.
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(Optional) Select a group to add your imported contacts to and click Import.
If you do not wish to add to a group, leave the Group field blank and click Import.
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Choose to Allow or Skip any duplicate contacts (if any). Then, click Complete Import.
In many cases, the CSV you have for your contacts list will not exactly match the field names available in Endicia. Each address book application exports to its own unique format. To import contacts successfully into Endicia, you must map your CSV file's fields to ours.
You can create multiple import templates if needed.
When using Endicia, you can save your custom mapping as a template to use again in the future.
After the field mapping step:
Enter a template name in the Save Template pop-up.
All saved templates are added to the Mapping Template drop-down menu so you can choose the template again in the future.
If you need to send mail to certain groups of people or companies in your contacts regularly, adding these contacts to a group can help save you a lot of time. When doing this type of "mass mailing" you will then be able to select the group instead of adding each contact one at a time.
You can create as many groups as you need and add multiple contacts to multiple groups.
To create a group:
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Go to CONTACTS.
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Click Groups in the action menu and choose Add/Edit Groups.
The Manage Groups pop-up will open.
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Click Add.
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Give the group a name and click Save.
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Repeat steps 3 and 4 to create as many groups as you need.
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Add contacts to your groups.
You have two ways to add a contact to a group.
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Multiple Contacts: Select all desired contacts in the Contacts list, then go to the Groups action menu and click Change Groups. In the Change Groups pop-up, select the group(s) you wish to add the selected contacts to. Save your changes.
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Individual Contacts: Select a contact. In the Contact details slide-out, select the group or groups you wish to add the contact to from the Groups drop-down.
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