By default, your contacts are continuously imported and updated from your billing or accounting tool. Their specifics depend on your integration.
| Integration | In the tool | In Upflow |
|
Xero |
The main contact is flagged | Only Customers contacts. |
| Netsuite | Customer contact and relationships. | The main contact is imported, as well as the Relationships if related to the same account. |
| QuickBooks | No contacts but email fields. | Each email is created as a contact. |
| Sellsy | Main and additional contacts. | The main and additional contacts are imported. |
| Chargebee | Main and additional contacts. | The main and additional contacts are imported. |
| Stripe | One contact per customer. | Only the contact at the customer level is imported. |
| Zuora | Main and additional contacts. | The main contact is the one from the "Bill to" section. |
You can alternatively connect your Salesforce account to your Upflow organization(s), making your CRM the source system for your contacts—ensuring the latest updates from your customer-facing teams are taken into account!
❗Upflow information will mirror those of the designated source (CRM or billing tool), so any update you want to see applied must be performed there.
If your contacts are not managed in your billing tool and you are using a CRM we have yet to integrate with, you can manage them directly from Upflow. This includes bulk imports and adjustments on the fly—even while sending a reminder! You can also refer to our API documentation.