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Import Clients

Existing clients work with Encyro! Import clients so you can search contacts, and send with one click.

  • Import Contacts from Email Accounts or Applications

    Most email accounts (e.g. Hotmail, Yahoo Mail, Gmail, others) or applications (Outlook, iOs Mail, etc.) allow you to export your contacts to a file. This file can then be imported into Encyro. Export ...

  • What is the minimum amount of setup needed to start communicating securely with a client?

    No setup is required. Simply type your client's email address to send them a secure message. You do not need to create any account for them. You need not invite them to your portal, or provide them an...

  • Three Ways to Import Clients

    You can import your existing clients in three ways: If your existing clients are in Gmail, Encyro can directly connect to Gmail and extract your contacts. You will not be required to provide your Gmai...

  • Delete a Contact

    Can I remove a contact I previously added or imported? I imported contacts from my email but not all of them are my clients - how can I delete some of the imported contacts? To delete a contact with w...

  • Add a Contact/Client

    You may add a contact without sending a message. This makes it easier to send a message later, and also shows the client's name on the folder if you later receive a secure message or upload from them....

  • I tried to import a CSV file and it does not work...

    I tried to import from a CSV file my client Names and Emails. The file had no other information and it would not upload or import. It is likely that the CSV file is missing the header line that names ...

  • Import Contacts from Practice Management Software

    If you have your clients in your work management software, such as an electronic health record system, CRM, client management system, or similar other system, you may be able to export your contacts t...

  • Export and Import Contacts: Android

    Google's instructions to export your contacts from your Android device are available here.  In short, the steps are: On your Android phone go to the Contacts app (or People app), or select the Contact...

  • Export and Import Contacts: iOS Mail (iPhone, iPad) or iCloud

    Your contacts from your iPhone or iOS device are best exported from your iCloud account. If you are familiar with iCloud contacts, use Apple's instructions directly. The following steps make it easier...

  • Export and Import Contacts: Apple Mail (Mac Mail)

    Apple Mail (or Mac Mail) addresses can be exported from your address book, from your iCloud account, following the same steps as for iOS. However, your Apple Mail contacts may not be in your Address B...