Managing Your Lato Contact Database

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, add relations between contacts, 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

1. Go to Contacts

2. Choose if you want to add a contact as People or a Company

3. Click on “New contact”

4. Fill in the contact details

5. Press “Show more details” to see the full details list

6. When you’re done, press “Save”

How to Add Multiple Contacts at Once via CSV

1. Go to Contacts

2. Next to the “New contact” button, click on the down arrow

3. Select “Import from CSV”

4. 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 Add Contact Relations

1. Go to Contacts

2. Choose if you want to add relation to People or a Company

3. Click on the contact you want to add the relation to

4. Scroll down to the Relations tab and press the ”+”

5. Search and choose the contact you want to add the relation to

6. Click on Save

How to Delete or Edit a Contact

1. Go to Contacts

2. Click on the three dots to the right of the contact

3. Select “Edit contact” if you need to change any contact details

4. Select “Delete contact” if you don’t need that contact anymore

5. Don’t forget to Save your changes