The purpose of Contacts is to have both the contact details of LeanLinking users as well as the contact details of non-LeanLinking users in one place. These contacts and their contact details can be made visible for linked suppliers on LeanLinking as well.


Contacts can be added in bulk by uploading a list of contacts and their details into LeanLinking. Note that this is not the same as making them LeanLinking Users, and it does not grant the contacts access to the LeanLinking platform. Think of it as a list of internal and external stakeholders and their contact details.


How do I create and upload my list of contacts?

  1. Create a contact list file in the format suggested here. We recommend using Microsoft Excel to create a .xls file. You can add one contact per row. An example is shown below.
  2. Make sure you add the mandatory fields: First name, Last name and E-mail address. The rest are not mandatory, and can be filled as needed. Note that the Country Code column must adhere to ISO 3166-1 Standard.
  3. Go to Upload Contacts page in the Admin module.
  4. Click the Select File button and use the file browser to find the file you just created.
  5. Click the Upload button. A pop-up window will tell you that the file has been uploaded, and the new contacts will show up in the Contacts tab.

Note: You can only add contacts to your own company, meaning that suppliers will have to add their own contacts using their own account to do so.


Here is an example of a .xlsx contact list:



How do I edit information on a contact?

  1. Go to the Contacts page on LeanLinking.
  2. Click the contact you wish to change.
  3. Enter the new information in the corresponding fields.
  4. Click Save.

Note: Keep in mind that contacts labeled 'Colleague' or 'External Partner' can neither be edited or deleted. This is because they are registered users, and so any changes would have to be made on their user account.



How do I change Visibility on a contact?

  1. Go to the Contacts page on LeanLinking.
  2. Select the contacts you want to change by checking the checkbox(es) in the left-most column.
  3. Click the Change Visibility button.
  4. Select Internal or External from the drop-down menu and click Save. Externally visible contacts will be visible to your linked suppliers in their Contacts overview.




How do I delete a contact?

  1. Go to the Contacts page on LeanLinking.
  2. Select the contacts you want to delete by checking the checkbox(es) in the left-most column.
  3. Click the Delete button, then click Confirm.




How do I group contacts together?

  1. Go to the Contacts page on LeanLinking.
  2. Select the contacts you want to group together by checking the checkbox(es) in the left-most column.
  3. Click the Group button.
  4. Select one or more Groups from the drop-down menu, or create new ones.
  5. Click Assign.