Managing contacts in your address book in PitneyShip

You can add, edit, and delete contacts in your address book as needed.

In this article:

• Adding a contact
• Searching for contacts in the address book
• Editing a contact
• Deleting a contact
• Importing contacts
• Exporting contacts

Adding a contact

You can add new contacts to the address book as needed.

1. Select Settings > Address Book.
2. Select + Add Contact.
   
3. Select Recipient, Sender, or both.
   Important: This setting cannot be changed once the user is saved.
4. By default, addresses are shared with all users in your enterprise. If you do not want the address to be shared, select the Mark As Private box. Private contacts are only visible to you.
5. Enter the contact information.
6. Select Save and Close.

Adding additional address types (Optional)

If needed, you can add additional address types for this contact. Additional address types apply to this contact only; address types added for one contact will not be visible for other contacts.

1. Select +Add. (You may need to scroll down to see it.)
2. Change the Address Label as needed to indicate the address type. The label you enter will become the name of the tab for that address.
   
3. Enter the address information for the contact.
4. Select Save and Close.
5. To remove an address, select its tab, then select Remove.

Searching for contacts in the address book

If you have a lot of contacts in your address book, you may need to use the search feature to find the one you want.

1. Go to Settings > Address Book.
2. By default, Search By: Name, Company, Email is selected. To search by a different field, select Search By: Name, Company, Email and select the field you wish to search. This selection will be saved for future searches.
3. If you select Name or Company, it will default to a "Begins With" search. To change how the search is performed, select Begins With and select either Ends With or Contains.
4. To filter the results by only senders or recipients, select All Types, then select Sender or Recipient
5. To search only your private contacts, select the Private box.
6. To filter the results by Department, select Filter by > Department, then from the next menu that appears, select the specific department.
7. To filter the results by Office Location (PitneyTrack Inbound only), select Filter by > Office Location, then from the next menu that appears, select the specific office location.
8. In the Search field, begin typing your search criteria. The results will be narrowed as you type.
9. To change the columns that are displayed, select the Columns menu, then select or deselect the columns you wish to view. This setting will be saved for future searches.

Editing a contact

You can edit contact information as needed.

1. Select Settings > Address Book.
2. Select the Edit icon next to the contact you wish to edit.
   
3. Update the contact information as needed.
4. Select Save and Close.

Deleting a contact

If you no longer need a contact in the address book, you can delete it.

1. Select Settings > Address Book.
2. Select the Delete icon next to the contact you wish to delete.
   
   OR
   To delete multiple contacts at once, select the boxes next to the contacts you wish to delete, then select Remove Selected.
   
3. Select Delete to confirm.

Importing contacts

You can import contacts into your address book by uploading a CSV file up to 50 MB in size. If your file is larger than 50 MB, break it up into separate smaller files.

Watch this video or follow the steps below to learn how to import contacts into PitneyShip.

1. If you are importing addresses from another program, export/save those addresses as a CSV file.
2. Select Settings > Address Book.
3. Select Import.
4. (Optional) To use a template to create your import file, select Download a .csv template. The file sample-address-import.csv will be downloaded. You can insert your addresses into this template, or copy the headers (first row) from this template into your own address file. However, this is not necessary because you will be prompted to map your address data later.
5. Select the type of file you are importing:
   • To import a file that you exported from UPS, select Import UPS Contacts.
   • To import a file that you exported from FedEx, select Import FedEx Contacts.
   • For all other files, select Import Multiple Contacts.
6. Select Choose File and choose your import CSV file.
7. Select the options for the addresses you're importing:
   • To merge the contacts in your CSV file with your current contacts, select Merge contacts with my address book.
   • To replace your current contacts with the contacts in your CSV file, select Replace contacts (import will overwrite contacts), then select one of the following options:
     • To replace all of the contacts in your address book with the contacts in your CSV file, select Replace all existing contacts (total overwrite).
     • To replace only your current shared contacts with the contacts in your CSV file and leave your private contacts as is, select Replace only shared contacts (private contacts will be ignored).
     • To replace only your current private contacts with the contacts in your CSV file and leave your shared contacts as is, select Replace only private contacts (shared contacts will be ignored).
   • To make the imported contacts private, select Import contacts as private.
8. Select Continue.
9. In the Import Contacts window, match your CSV file fields in the Your CSV Fields column with the PitneyShip fields in the Address Book Fields column. Review the list and make sure that all of the fields are mapped correctly. For any that say Ignore Field, choose the correct field. If you choose Ignore Field, that field will not be imported.
10. Select Import.

Exporting contacts

You can export contacts from the address book in CSV format.

1. Select Settings > Address Book.
2. Select Export > Export Manual Contacts.
3. Select the type of contacts you wish to export.
4. Select Export.
5. Follow your web browser's prompts to save the file. (The exact steps will vary depending on your browser settings.)

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.