Welcome to 5S Contact Manager!

Introduction and overview of the 5S Contact Manager Add-on.

Purpose: to simplify contact management directly from Google Sheets.

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What is 5S Contact Manager?

The 5S Contact Manager is a powerful tool for Google Sheets that allows you to manage your Google Contacts directly

within a spreadsheet. Here’s what you can do

  • Key Features:
    • Download Contacts: Import Google Contacts into a Google Sheet.
    • Edit and Organize Contacts: Modify contact details and organize into groups.
    • Back-Up: Automatic backup before making changes.
    • Update and Create Contacts: Update or create contacts via the script.
3. Installation Guide
How to Install the 5S Contact Manager Add-on:
Open your browser and go to Google Workspace Marketplace.
Search for “5S Contact Manager.”
Install the Add-on and confirm the installation.
Choose your Google account.
Grant permissions required for access to Google Contacts and Sheets.
How to Give Permissions to the Add-on:
Open Google Sheets.
Start the Add-on via Extensions > Add-ons > 5S Contact Manager.
Review permissions and allow access.
Your Add-on is now fully authorized.

Getting Started

How to Download and Back Up Your Contacts:

  1. Open a new or existing Google Sheet.
  2. Access the Add-on via Extensions > 5S Contact Manager > Download Contacts.
  3. Contacts will be downloaded into a sheet named Contacts.
  4. A backup sheet Original_Copy_Dont_Delete will be created.
  5. Review and manage your contacts.

How to Edit Contact Groups:

  1. Open the Contacts sheet.
  2. Edit contact groups in the Contact Group column.
  3. Changes are saved automatically.

How to Update Your Google Contacts:

  1. Use Extensions > 5S Contact Manager > Review Groups Before Updation to compare changes.
  2. If correct, use Update Contacts to apply the changes.
  3. Double-check updated contacts in Google Contacts.
Tracking

Extra Features

How to Track Your Progress:

  • Progress Bar: Shows task completion.
  • Completion Alerts: Notification when the task is done.

How to Customize the Add-on:

Access Configuration Settings via Extensions > 5S Contact Manager > Configuration.

Best Practices

Always Make Backups:

  • Always download and back up contacts before making major changes.
  • Use the Original_Copy_Dont_Delete sheet for restoring.

Test Before Making Big Changes:

  • Test on a small group of contacts before applying changes to all.
  • Check the results and apply changes to all contacts once confirmed.

Keep an Eye on Things:

  • Check the logs for errors via Extensions > Apps Script > View > Logs.
  • Monitor API usage if managing a large number of contacts.

Advanced Contact Manipulation

Our addon extends the functionality of Google Contacts with sophisticated features that streamline the management process. Users can merge duplicate entries, ensuring a clean and organized list, apply custom labels for better sorting and retrieval, and enrich contact profiles with additional details, such as social media handles, notes on previous interactions, and more. This detailed customization helps in maintaining a rich, updated database of contacts.

Dynamic Group Management

The ability to manage groups dynamically is one of the addon’s most powerful features. Users can create and modify groups based on various criteria—job roles, project teams, event invitations, etc.—making it incredibly simple to manage communications and engagements. This functionality is crucial for professionals who need to maintain distinct circles of contacts for different aspects of their business and social life.

Broadcast-Ready Group Contacts

A standout feature is the capability to create broadcast-ready groups specifically tailored for different social media platforms, such as LinkedIn, WhatsApp, and Facebook. This innovation is particularly beneficial for marketing professionals and businesses that frequently update their networks about new products, services, or news. With the integration of Google Sheets, users can manipulate these groups in bulk, dramatically simplifying the process of sending targeted communications across various channels.

Bulk Operations via Google Sheets

The integration with Google Sheets allows for comprehensive bulk management of contacts. This feature is invaluable for performing large-scale updates or edits, which can then be synchronized seamlessly back to Google Contacts. It’s ideal for scenarios such as company-wide updates, marketing campaigns, or even large-scale event management, where maintaining accurate and current contact information is essential.

Customizable Automation Workflows

Customizable automation workflows bring a new level of efficiency to contact management. Users can set up specific rules that automatically trigger actions within the contact list—such as adding new hires to relevant groups based on their role or updating contact information according to scheduled Google Sheet entries. These automated processes ensure that the contact list remains functional and up-to-date with minimal manual intervention.

Unparalleled Time Efficiency

The addon transforms time-consuming tasks of contact management into quick, streamlined processes. What used to take hours can now be accomplished in minutes with automation and bulk operations, freeing up valuable time for users to focus on more strategic activities.

Enhanced Data Accuracy

With powerful editing tools and the ability to manage contacts in bulk, the addon ensures that the data remains accurate and reliable. This accuracy is crucial for effective communication and successful outreach efforts.

Intuitive User Experience

Designed with user-friendliness in mind, the addon integrates seamlessly into the daily workflow of Google Workspace users. Its intuitive interface and compatibility with familiar tools like Google Sheets make it easy for anyone to adopt and use effectively without needing to navigate a steep learning curve.

Installation

The addon can be easily installed from the Google Workspace Marketplace with just a few clicks. Search for our addon, click “Install,” and follow the prompts to integrate it with your Workspace

Integration

Once installed, the addon can be accessed from the “Extensions” menu in Google Sheets. Users are greeted with an intuitive dashboard that guides them through the initial setup and explains the basic functionalities.

Exploration

We encourage users to explore the full range of features, customize settings to suit their needs, and begin transforming their contact management practices. Comprehensive support resources and interactive tutorials are available to help users navigate any complexities they might encounter.

Our addon is designed to be more than just a tool; it’s a comprehensive solution that enhances the efficiency and effectiveness of contact management within Google Workspace. By empowering users to manage their connections more intelligently, it enables them to devote more time to building and nurturing those relationships, which are key to personal and professional growth.