Creating Contacts

There are several ways to create Contacts in SwiftFox. Most start from the + button in the top-right of the screen, which opens the Create panel; contacts can also be created automatically from Forms.

Add Person or Scan Business Card

Use this to create a single individual contact — either by typing their details or by scanning a business card. Both live behind one option.

1. Click the + in the top-right of the screen to open the Create panel.
2. Choose Add Person or Scan Business Card.
3. To scan a card, drag and drop an image into the Business Card area at the top of the panel, or select a file from your device. SwiftFox reads the card and pre-fills the fields below — review and correct the extracted details.
4. Under Person Details, enter the person's details (at minimum a first and last name; add email, phone and mobile as available).
5. Optionally, under Add Person to Organisation, choose an Organisation Name to link the person to an organisation. This section appears once you have entered a name.
6. Leave Make me the Stakeholder Leader of this record turned on (it is on by default) if you want to be recorded as the contact's stakeholder leader.
7. Select Create Person. The new Person profile opens, ready for further details, custom fields and relationships.

Add Organisation

Use this to create a group record.

1. Click the + in the top-right to open the Create panel.
2. Choose Add Organisation.
3. Type the name under Organisation Name. Matching existing organisations are listed as you type — check the organisation doesn't already exist.
4. Select Create organisation. Add further details on the new Organisation profile.

Note: We recommend keeping Organisation names unique — duplicate names make organisations hard to tell apart in Swift Search and lists.

Importer (bulk import from CSV or Excel)

Use the importer to create many contacts at once.

1. Click the + in the top-right to open the Create panel.
2. Choose Import Data (this option appears only if you have permission to import).
3. On the Import Data page, choose what you're importing: Both people and organisations or Organisations only.
4. Upload your file (CSV or Excel .xlsx) by selecting the upload box or dragging the file into it. You can download the .csv sample file to see how SwiftFox structures the data.
5. Select Next, then on Match columns map the columns in your file to the matching SwiftFox fields (including custom fields).
6. On Review, check the data, then run the import to create the contacts in bulk.

Add Member

The Create panel may also list Add Member (it appears first in the list). It opens a short Add Member form with Title, First name, Middle name, Last name, Date of birth, Mobile number and Email, and a Submit button.

Create contacts via Forms

People can be created or updated automatically when someone submits a Form.

1. Build a Form that includes an Add/Update contact block.
2. Publish the Form and share it (or embed it).
3. On submission, SwiftFox matches the entry against existing People on First name + Last name + Email:

• If a match is found, the existing Person is updated with the submitted values (including custom fields).
• If no match is found, a new Person is created.

Matching on First name + Last name + Email helps prevent duplicate records while still capturing new contacts. The same Add/Update contact behaviour applies when a survey is completed on a contact's behalf via the Complete survey quick action.