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Overview

OpenPhone makes it easy to organize, edit, and manage your company contacts across your team. Customize fields, sync data, and collaborate on your contact database, all in one place.

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Adding contacts

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Manual contact creation

Create new contacts one at a time:
  1. Go to Contacts
  2. Select Add contact
  3. Enter the name, phone number, and any business details
  4. Click Save

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Import existing contacts

For larger lists or switching systems, import contacts via:
  • CSV uploads (with templates)
  • Google Contacts sync
  • Phone contact sync
  • AI-powered contact suggestions
    OpenPhone can automatically surface potential new contacts from voicemails and call transcripts — no manual entry needed.
See our import guide for full instructions.

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Editing and managing contacts

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Mobile app

  1. Open the OpenPhone app
  2. Tap Contacts (bottom right)
  3. Tap the + icon
  4. Enter contact info
  5. Tap Save

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Web/desktop app

  1. Launch the web or desktop app
  2. Click Contacts
  3. Select + above the search bar
  4. Add contact info and any custom properties
  5. Click Save

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Advanced contact operations

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Merging duplicate contacts

If a team member creates a duplicate contact, OpenPhone makes it easy to clean it up.
Merging contacts is only available on web or desktop.

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From a conversation

  1. Open the conversation with the duplicate contact
  2. Click the Other matching contacts found dropdown
  3. Select Merge contacts
Merging contacts in OpenPhone

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If no conversation exists

  1. Open both contacts
  2. Copy relevant fields from one to the other
  3. Delete the duplicate contact
Copying contact properties

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Bulk contact deletion

Clean up large lists in a few clicks.
Only available on web or desktop apps.
  1. Log in to web or desktop app
  2. Go to Contacts
  3. Select multiple contacts (use filters to narrow)
  4. Click the trash bin icon
  5. Confirm deletion
Bulk delete confirmation
Contact deletion is permanent. Confirm carefully before deleting.

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Contact enhancement features

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Custom properties

Capture the info that matters most with custom fields. Use tags, dates, dropdowns, and more. See our custom properties guide to get started.

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Contact notes

Add private notes to contacts so your whole team stays aligned. Learn how in our contact notes guide.

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Contact sharing

Choose who on your team can view or edit each contact. See our contact sharing guide to learn more.

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FAQs

Need help? Submit a support request and we’ll jump in.