Consolidate your contacts
Discover how Rolodex can help you consolidate your contacts from multiple platforms with this helpful guide. Say goodbye to scattered contacts and hello to unified organization!
Begin by choosing the platforms from which youâd like to import your contacts.
Rolodex can seamlessly integrate with LinkedIn. After connecting your LinkedIn account:
đ¨Your LinkedIn connections will seamlessly integrate with Rolodex, staying consistently updated. Weâll automatically refresh your contactsâ titles, profile pictures, and more, ensuring everything stays current.
đ§ Receive notifications whenever your LinkedIn connections update their titles. When they embark on new career journeys, seize the perfect chance to reconnect!
Install the Rolodex Extension
To install the browser extension click here .
Go to Integrations in the workspace settings and connect with LinkedIn
On the integrations page you will se a âConnectâ button under the LinkedIn section.
Make sure to log in to your LinkedIn Account on the same browser.
Click Start LinkedIn Sync
After setting up LinkedIn Sync, the following data will be synced every 3-5 days:
- Title
- Bio
- Work experience
- Education history
- Location
- Company
Changes in your connectionsâ profiles will be synced every 3-5 days.
Rolodex can seamlessly integrate with LinkedIn. After connecting your LinkedIn account:
đ¨Your LinkedIn connections will seamlessly integrate with Rolodex, staying consistently updated. Weâll automatically refresh your contactsâ titles, profile pictures, and more, ensuring everything stays current.
đ§ Receive notifications whenever your LinkedIn connections update their titles. When they embark on new career journeys, seize the perfect chance to reconnect!
Install the Rolodex Extension
To install the browser extension click here .
Go to Integrations in the workspace settings and connect with LinkedIn
On the integrations page you will se a âConnectâ button under the LinkedIn section.
Make sure to log in to your LinkedIn Account on the same browser.
Click Start LinkedIn Sync
After setting up LinkedIn Sync, the following data will be synced every 3-5 days:
- Title
- Bio
- Work experience
- Education history
- Location
- Company
Changes in your connectionsâ profiles will be synced every 3-5 days.
Looking to import a contact youâve recently exchanged emails with? You can import your contacts from Gmail and Outlook!
Rolodexâs integration with your email accounts allows you to view relevant email threads, update the last interaction, and provide a complete picture of your communications with every contact.
Whether youâre bringing contacts from Dex, Notion, Airtable, or another CRM, you can also import contacts as a .CSV file.
Find the Import from CSV button
The button can be found under âAdd to Rolodexâ in the top left corner of the home page.
Import Contacts or Companies
Let Rolodex know if you are uploading more contacts or companies.
Upload your CSV file
Upload from your device or drop the file directly.
Choose the Header Row in your file
Choose destination columns for your data
Rolodex will then automatically add new contacts or companies to your workspace.
The Merge & Fix will take care of any duplicate entries
Whether from a networking event or your decades-old rolodex, business cards still are a common way to exchange contact information. Rolodex makes it seamless to work with (and digitize) business cards.
The Rolodex Mobile App allows you to scan cards and add their information automatically to your teamâs workspace.
Have the Business Card Ready
Find the Card Scanner
Take a picture of and mark the card
Rolodex will automatically populate the info
Bringing your network into Rolodex just got easier. With our new Dex integration, you can now seamlessly import your contactsâand all their associated dataâdirectly 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 youâve 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 doesnât have to stay siloedâRolodex gives you the ability to overlay your individual connections with those of your team, creating a powerful, unified view of who knows who.
How to import from Dex to Rolodex
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.
Find the Dex import page in Rolodex
In Rolodex, go to settings and access the Import page.
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.
Start the Import
Click on âImport Dex Contactsâ to start the import of contacts from your Dex account into your Rolodex workspace.
Do not share your API key!
Rolodex has an âEnhanceâ feature that will automatically update your contacts by pulling the following information from their LinkedIn profile:
- LinkedIn Bio
- Experience
- Education
- Location
- Profile Photo
- Title
This feature doesnât work if your contactâs LinkedIn profile is set to private.
This feature activates after saving the URL of the contactâs LinkedIn profile. With the LinkedIn extension, you can easily add a contact directly from LinkedIn. All current contacts will be automatically imported, and new LinkedIn connections will be added to Rolodex automatically.