Quick Start — Add Your First Contact
Adding one contact?
Contacts → New Contact → fill in name and phone number → Save
Adding many contacts?
Contacts → Import Contacts → upload CSV → map columns → confirm
The Contacts Section
From the side menu, click Contacts. This is your central contact database — callers captured by your agents plus contacts you add manually or import. When your agents capture a caller's data, it is stored here automatically.
Adding a Contact Manually
Before you begin
At minimum, you need the contact's first name and phone number.
How to add
Click New Contact.
Enter First Name and Last Name in Basic Information.
Add an Email Address — use the Primary dropdown to mark it primary or secondary. Click + to add more.
Add a Phone Number — select the country code, enter the number, mark as primary or secondary.
Add Professional Information if relevant: Job Title, Company, Website.
Add an Address if needed.
Assign Tags to categorise the contact.
Click Save.
Importing Contacts from CSV
Before you begin
Prepare your CSV with a header row — column names in the first row (e.g. Phone, Name, Email)
Maximum file size: 10MB
How to import
Click Import Contacts.
Check the Header Row checkbox if your CSV has column names in the first row.
Drag and drop your CSV into the upload area, or click Select File.
Click Validate File to check the format.
Map your CSV columns to the correct Romulus contact fields.
Confirm and complete the import.
Filtering and Searching
Click Filter to search by specific criteria
Click the Tag Filter icon in the sidebar to filter by tag — the fastest way to find all contacts of a specific type
Common Issues
My imported contacts are not appearing
Check that the CSV was correctly validated and the column mapping matched at least the Phone number column. Contacts require a phone number to be created.
Duplicate contacts are being created
This happens when the same phone number is imported multiple times. Review your CSV for duplicates before importing.
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