Contacts

How can I add crypto wallets as Contacts?

There are two ways you can import crypto contacts to Integral.

(1) from the Bookkeeping page: hover over any address on a transaction to create a new contact, or link the address to an existing contact. If you like it to an ERP contact, their name, company, email, and other information will automatically populate. Details here.

(2) with a CSV import: follow the instructions here.

Can I link my ERP customers and vendors to a wallet address in Integral?

Yes! When you connect your ERP, your customers & vendors are automatically imported. To link a customer & vendor to an address, you can do it either:

1) In the Contacts page, find your contact, click on Edit, scroll to the bottom and select the corresponding QuickBooks/Xero customer or vendor.

2) In the Bookkeeping page, the next time you create a contact, try clicking "Link" and selecting the corresponding QuickBooks/Xero customer or vendor. You know it's from your ERP when you see the ERP logo beside the name.