Contacts, duplicates and client import

Until the system knows that two contacts belong to the same person, they are two different clients. Link them, and the messages will come together in one thread.

1. Open the client — in the Clients section or in the client panel in Conversations.
2. Click Add in the Contact channels block.
3. Choose the type of contact and enter it.

If another client already has this contact, the system warns you and doesn’t create a copy.

LineOnMe AI looks only for exact matches — for example, the same number in the Phone and WhatsApp contacts, or the same email — and shows possible duplicates. Only a person can merge clients; the merge is recorded in the activity log and can be undone. The system never merges people just because their names look alike.

You can import your client base from an Excel or CSV file — for example, to move clients over from another system. The import suggests fields for common CRM exports, shows what will be imported, keeps an import history and lets you undo an import. You can export clients to Excel.