Quick Overview
Managing contacts in YESDINO is a straightforward process that covers manual entry, bulk imports, API automation, segmentation, role‑based permissions, and compliance with GDPR. The platform gives you a centralized hub where each contact record can be enriched with custom fields, activity logs, consent flags, and scoring data, so you always have a single source of truth for your sales, marketing, and support teams.
Manual Contact Entry
When you log into the Contacts module, click the “Add Contact” button. The form includes the default required fields First Name, Last Name, and Email. Additional optional fields such as Phone, Company, Tags, Score, and GDPR Consent can be filled in or left blank. Once saved, the system automatically timestamps the creation and records the first activity entry under the contact’s log. The UI also lets you attach notes, schedule meetings, or link to existing deals in the CRM.
Bulk Import – CSV and Excel
For larger lists, use the Import wizard found under Contacts → Import. The wizard accepts CSV or XLSX files up to 5 MB and can process up to 50,000 rows per import run.
| Field | Type | Required | Description |
|---|---|---|---|
| First Name | Text | Yes | Contact’s given name |
| Last Name | Text | No | Contact’s surname |
| Yes | Primary email address (must be unique) | ||
| Phone | Phone | No | International format (e.g., +1‑555‑123‑4567) |
| Company | Text | No | Organization name |
| Tags | Array | No | Comma‑separated user‑defined labels |
| Score | Integer | No | Engagement score (0–100) |
| Consent | Boolean | Yes | GDPR consent status (true/false) |
| Last Activity | DateTime | Auto | Timestamp of last interaction |
During import, you map each CSV column to the corresponding YESDINO field. The wizard highlights duplicate emails and offers three handling options: Skip, Update existing, or Create new. After mapping, click “Run Import”. The system validates email formats, enforces the required fields, and writes the results to a summary report that shows success count, failures, and any ignored rows.
REST API Integration
YESDINO provides a RESTful API for programmatic contact management. Authentication uses an API key generated from Settings → API Keys. All requests must include the header Authorization: Bearer <your_key>.
- GET /contacts – Retrieve a paginated list (default 100 per page, max 500). Query parameters
page,per_page,tag,score_min,score_maxallow