---
title: Creating a Contact
description: Efficiently manage your client relationships by creating and organizing contacts within Cashflow.io. Integrate contacts into your transactional workflow to save time.
---

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2. [Account Management](https://support.cashflow.io/account-management?hsLang=en)
3. [Contacts](https://support.cashflow.io/account-management?hsLang=en#contacts)

# Creating a Contact

## Efficiently manage your client relationships by creating and organizing contacts within Cashflow.io. Integrate contacts into your transactional workflow to save time.

Creating a contact in Cashflow.io allows you to easily store and manage important client information. This guide will walk you through the simple steps to add a new contact and keep your contact list organized for smooth transactions.

[**Learn more about managing and editing contact's personal and payment information.**](https://support.cashflow.io/managing-contacts?hsLang=en)

### Adding New Contacts

1. On the upper right of the page, click the **Account Menu **and select **Contacts**.![](https://lh4.googleusercontent.com/CAn5fyjtrca38dB_Jp-ogPbIFpkDIfM0hFfPCOnn2MH7JHOycbPPK6NVkdR6V1i3y6DguRrtPv0VPNuawcJ4PuyQ7ObIkPbj_T_v6JgDrY5lsUmnuX4g7D_QhrrEe1W6MrJYpyop)
2. You will be directed to the **Contacts **page. Click the **+ NEW** button to add a new contact.![](https://lh6.googleusercontent.com/PrYvRw46WX226i0WxIdG6w70mF_agn3b8vqhgPh_1JCSB55PnLSluF-Fj3ISjtajfCVLu3UHfUOTZ36Qt_q-GZvJVv8V_O_0xO_1CTrYPcQhbV0uArXstW_Qo34XOFykSdgAzHPY)
3. The **Add New Contact** page opens. Specify the contact information:![](https://lh4.googleusercontent.com/MXPbLsLuJRdtoJNXZDe5x_BcpBS5Gid7Awcj_jxNacZO1RqIDqOzuv1rZPlmefYLuP6Z-9Rek7ZDLkJcQCCpO0pbpO3gzXxV9wlUlVnzcM0PINP3zuHUym-BagPoqSatjRGPVfW8) 
     1. **Contact Name**: enter the contact’s full name.
     2. **Language**: click the drop-down arrow to select the contact’s preferred language.
     3. **Email**: enter the contact’s email address.
     4. **Phone (optional)**: enter the contact’s phone number.
     5. **Address (optional)**: enter the contact’s address in the appropriate fields (Street Address, Suite, City, State / Province, ZIP / Postal Code, Country).
4. After specifying the contact information, click **CREATE**.![](https://lh3.googleusercontent.com/SlXcBcUJtCu1sbxKpa_f517x6pH85s5ufTna9K2L64KMHgCmH8y4kuOceY22dAFxH6nEmj3RXQaDTfCp7juEFcI023Q2k84e9b73CMvyZIeIzM_ymqvoXmPbcqX19jjzWCt1gP8Y)

**TIP:** Contacts are also automatically created when creating a manual payment or payment request for a new client.

 

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