Adding Contacts

Pockla provides multiple ways to add contacts to your workspace—from individual manual entry to bulk CSV imports.

Manual Entry

Add contacts one at a time directly in the app. This is ideal for quickly adding new leads as you encounter them.

Open the Contact Modal

From the Contacts page, click the Contact button in the toolbar.

Enter Contact Details

Fill in the contact information:

Field	Required	Description
Email	Yes	The contact’s email address (used as primary identifier)
First Name	No	Contact’s first name
Last Name	No	Contact’s last name
Company	No	Organization or company name
Job Title	No	Role or position
Phone	No	Phone number in any format

Create the Contact

Click Create Contact. The contact will be added immediately and appear in your contacts table.

After creating a contact from the contacts page, you’ll stay on the contacts page with the list refreshed. When creating from a board, you’ll be taken directly to that contact’s board view.

CSV Import

Import multiple contacts at once using a CSV file. This is the fastest way to bulk-add contacts from spreadsheets, exports from other tools, or purchased lists.

Preparing Your CSV

Your CSV file should include headers in the first row. Pockla recognizes these standard column names:

Column Name	Maps To	Notes
`email`	Email	Required - primary identifier
`first_name` or `firstName`	First Name
`last_name` or `lastName`	Last Name
`company`	Company
`job_title` or `jobTitle` or `title`	Job Title
`phone`	Phone
`notes`	Notes

Sample CSV Format

email,first_name,last_name,company,job_title,phone
john@acme.com,John,Smith,Acme Corp,Sales Director,+1 555 123 4567
jane@startup.io,Jane,Doe,Startup Inc,CEO,
mike@bigco.com,Mike,Johnson,BigCo,VP Marketing,+44 20 7946 0958

Import Steps

Navigate to Contacts

Go to Contacts from the sidebar navigation.

Click Import

Click the Import button in the toolbar.

Contacts header showing Import button highlighted

Upload Your File

Drag and drop your CSV file, or click to browse and select it.

Map Columns

Pockla will attempt to auto-match your CSV columns to contact fields. Review and adjust any mappings that weren’t detected correctly.

Green checkmarks indicate matched columns
Use dropdowns to manually map unrecognized columns
Skip columns you don’t want to import

Review and Confirm

Preview the data that will be imported. Check for any issues or formatting problems, then click Import.

Handling Duplicates

Pockla uses email address as the unique identifier for contacts:

New emails: Creates a new contact
Existing emails: Updates the existing contact with new data
Empty fields: Won’t overwrite existing data (only fills in blanks)

Contacts without a valid email address will be skipped during import.

Contact Fields

Standard Fields

Every contact in Pockla has these built-in fields:

Field	Type	Description
Email	String	Primary identifier (required)
First Name	String	Contact’s first name
Last Name	String	Contact’s last name
Company	String	Company or organization
Job Title	String	Role or position
Phone	String	Phone number
Notes	Text	Free-form notes
Status	Select	Lead, Prospect, Customer, or Churned
Created	Date	When the contact was added

Contact Status

Every contact can have a status to track where they are in your pipeline:

Lead

New contacts, not yet qualified

Prospect

Qualified, actively working

Customer

Converted customers

Churned

Former customers

Enrichment Columns

When you create enrichment templates (AI-powered research), they appear as additional columns in your contacts table. These columns show:

— No data yet
Generating (with spinner) Research in progress
Preview text Completed research (click to view full content)
Error icon Generation failed (can retry)

See Enriching Data to learn more about adding enrichment columns.

Bulk Actions

After importing or selecting contacts, you can perform actions on multiple contacts at once:

Action	Description
Add to List	Add selected contacts to a new or existing list
Create Links	Generate personalized link sets for selected contacts
Run Enrichment	Execute AI research on selected contacts
Delete	Permanently remove selected contacts

Select Contacts

Use the checkboxes in the leftmost column to select contacts. Click the header checkbox to select all visible contacts.

Choose Action

A selection bar appears at the bottom showing the count of selected contacts and available actions.

Confirm

Complete the action dialog (e.g., choose a list name) and confirm.

Filtering and Sorting

Filter by List

Use the dropdown in the header to filter contacts by list membership:

All Contacts: Show everyone
Specific List: Show only contacts in that list

Sort Columns

Click any sortable column header to sort:

Email: Alphabetical
Company: Alphabetical
Contact: By name
Title: Alphabetical
Status: By status type
Created: By date added

Click again to reverse the sort order (ascending ↔ descending).

Search

Full-text search across contacts is coming soon.

Next Steps

Customize Columns

Add custom fields and enrichment columns to your table

Create Lists

Organize contacts into targeted segments

Enrich Data

Automatically research and enrich contact information

Create a Board

Visualize contacts in a pipeline view

Getting Started

Contacts

Boards

Links

Data & AI

Adding Contacts

Manual Entry