Your contacts are stored under Settings > Contacts. If you've linked Xero or QuickBooks, contacts imported from your accounting software will appear here automatically.
For details on how contacts and bank details first get added to Apron, see See how we capture bank details.
Adding contacts in bulk
You can add contacts one at a time using +Add contact, or import multiple contacts at once:
Go to Settings > Contacts
Click +Add contact
Select Import contacts and download the CSV template
Fill in the template and upload it (maximum 2 MB)
Each contact must have a unique name. If a contact with the same name already exists, you'll need to update the existing contact rather than creating a new one.
Editing a contact
To update a contact's details, click on their name in the Contacts tab and edit the information directly.
Deleting a contact
How you delete a contact depends on where it came from:
Contacts synced from Xero or QuickBooks – delete the contact in your accounting software. It'll automatically disappear from Apron.
Contacts created in Apron – delete them directly under Settings > Contacts, whether or not you have accounting software linked.
Good to know
Phone numbers can't be stored on contacts.
It's not possible to export contact information from Apron.
It's not possible to save a payment reference for a contact. The payment reference needs to be added manually each time.