Automatic import after email sync
If you have just connected your email account, Klipy automatically starts importing contacts from your last 3 months of email conversations. You don't need to take any additional steps for this initial import.
To import contacts from a different time period or source, continue reading this guide.
Before you start
Before you start, make sure you have:
Connected your main business email account with Klipy
Choose your import source:
Email conversations: Import contacts from your recent email conversations (Recommended)
Saved contacts: Import contacts from your saved contacts or address book
Step 1: Navigate to import page
Go to People or Companies page, and click Import / Export at the top right corner.
Step 2: Select your preferred import source
Click Import button next to the source you want to use.
Step 3: Select your preferred import range
Depending on the subscription tier you have, you will see different import range options.
Select the range you want to import, then click Continue.
What happens during import
You will be shown the import in progress UI while:
From Email Conversations:
Email Import: System imports recent emails, excluding spam/trash
People Records: Creates person records with email and name
Company Detection: Identifies company from email domain and creates company record
Conversation Logging: Summarizes important conversations and updates last interaction status
From Saved Contacts:
Contact Import: Imports address book contacts and creates person records
Company Detection: Identifies company from email domain and creates company record
What happens next?
You can check the People page or Companies page to see your newly imported records.
All records will be automatically enriched with available information by our AI enrichment agent.