Manage Your Contacts List

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.

Ship To field. Arrow points to auto-filled recipient 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. will automatically add your selected contact(s) so you can then configure your stamps, envelopes, or labels.

Add Contacts

To add a contact:

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.

SDC_WEB_Contacts_Action_Bar_MRK.png Online

reskincontactsnewcontactbutton72617.png PC software

Import Contacts

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:

Using Import Templates

In many cases, the CSV you have for your contacts list will not exactly match the field names available in Each address book application exports to its own unique format. To import contacts successfully into, you must map your CSV file's fields to ours.

You can create multiple import templates if needed.

Create a Template in Online

When using online, 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.

Manage Templates in the PC Software

The PC software includes several preset mapping templates for CSV files exported from third-party software. When importing, you'll select the template that matches the platform you exported your list from. If you don't see yours in the list or if you need to customize the mapping, you can create your own.

Create a Template

  1. Click Tools in the main toolbar.

  2. Click Address Import Template Manager.

  3. Click Add.

  4. Select a CSV file to use as the template source.

  5. Select a field from your file by highlighting an entry from the list under 1.

  6. Select a field to map it to from the list under 2.

  7. Click Match Fields. At the very minimum, the following fields must be mapped in your template:

    • Full Name and Company or First Name, Last Name

    • Address

    • City

    • State

    • ZIP

  8. Click Next.

  9. Assign a name to your new template.

  10. Click Finish. The template name will appear in the Address Import Template Manager.

Rename a Template

  1. Select the template you wish to rename.

  2. Click Rename.

  3. Enter the new name.

  4. Click OK.

Delete a Template

  1. Select the template you wish to delete.

  2. Click Delete.

  3. Click Yes to confirm.

Deleted Templates Cannot Be Recovered

Remember that once you delete a template, this action cannot be undone.

Create Groups

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:

Export Contacts

You can export your contacts list to a CSV file at any time.

To export your contacts:

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