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Documentation Index

Fetch the complete documentation index at: https://guide.rolodexcrm.com/llms.txt

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Bringing your network into Rolodex just got easier. With our new Dex integration, you can now seamlessly import your contacts—and all their associated data—directly from Dex into your Rolodex workspace. This integration is perfect for Dex users who want to take the next step in building a shared relationship workspace with their team. Whether you’ve built out detailed notes, contact timelines, or relationship histories in Dex, you can now carry all that work over with just a few clicks. Your personal network doesn’t have to stay siloed—Rolodex gives you the ability to overlay your individual connections with those of your team, creating a powerful, unified view of who knows who.

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How to import from Dex to Rolodex

1

Retreive your personal Dex API Key

Generate a API key for your Dex account from the API page in settings. Copy this to your clipboard.Dexintegration1 Pn
2

Find the Dex import page in Rolodex

In Rolodex, go to settings and access the Import page.Dexintegration2 Pn
3

Enter your Dex API Key

After clicking to import from Dex, a new modal will show where you can paste your unique Dex account API key.Dexintegration3 Pn
4

Start the Import

Click on “Import Dex Contacts” to start the import of contacts from your Dex account into your Rolodex workspace.
Do not share your API key!