Add a Contact
How to add a contact to your workspace.
A contact is a saved recipient you pay from your workspace - a vendor, a supplier, or anyone you send money to. Saving a contact stores their name and payment details (a bank account, a crypto wallet, or both) so you don't have to re-enter them every time you send a payment.
Contacts are shared across your whole workspace: once you add one, other members can pay them too.
Before you start
Any workspace member can add a contact. Editing or deleting a contact is limited to admins.
Have the recipient's payment details ready - their bank account details (SEPA or ACH/wire) or their crypto wallet address.
Steps
Go to the Contacts page in your workspace.
Click Add contact.
On the first step, enter the contact's Full name. You can also add an optional Nickname and a Photo. Click Next.
Choose a payment method under Select method:
SEPA bank account - European bank details (IBAN and BIC).
ACH/wire bank account - US bank details.
Crypto wallet - a wallet address.
Fill in the details for the method you picked. Click Next.
(Optional) To save a second payment method for the same contact, click Add another method and fill in its details.
On the final step, add any optional details such as email, phone, and address, then click Add contact. (If you saved a bank account, an address is required.)
What to expect
The contact appears on your Contacts page and is available to everyone in the workspace. The next time you send a payment, you can pick this contact and one of their saved payment methods instead of typing the details again - see Send Money.
You can also add a new contact on the fly while sending a payment, without leaving the send flow.
Troubleshooting
I can't finish adding the contact → A contact needs at least one payment method. Make sure you've completed the payment-method step. If you added a bank account, you'll also need to fill in an address on the final step.
My bank details are rejected → Double-check the IBAN (for SEPA) or the account and routing numbers (for ACH/wire). The form checks these for the correct format.
I can't edit or remove a contact → Adding contacts is open to all members, but changing or deleting them is limited to admins. Ask an admin if you need a contact updated.
Related
Last updated