In Lato, the contact database acts as your internal CRM where you can store and manage traveller and client profiles, including names, emails, birthdates, and passport details. This guide explains how to add contacts manually, import multiple contacts using a CSV file, and update or delete entries so your contact list stays organised and ready to use when building trips and sending communications.
(Our product evolves quickly, and this video may not show the latest updates.)
How to Add a Contact Manually
Go to Contacts
Click on "New contact"
Fill in the contact details
Press "Show more details" to see the full details list
When you're done, press "Save"
How to Add Multiple Contacts at Once via CSV
Go to Contacts
Next to the "New contact" button, click on the down arrow
Select "Import from CSV"
Choose your CSV file, and the automatic import will start
Tip! There is a handy "Download template" link you can use to correctly map your data.
How to Delete or Edit a Contact
Go to Contacts
Click on the three dots to the right of the contact
Select "Edit contact" if you need to change any contact details
Select "Delete contact" if you don't need that contact anymore
Don't forget to Save your changes