Connect CiviContact to CiviCRM

Step 1

Download CiviContact for your iOS or Android device.

Google Play logo
Apple App Store logo

mobile screenshot
mobile screenshot

Step 2

Login to CiviCRM and scan your QR code on CiviCRM Dashboard > Your Contact > CiviContact Authentication

OR

Use the CiviContact authentication login URL sent to your email by your CiviCRM administrator.

Explore the awesome features

View contacts

Favourite contacts

Edit contacts

Sync with CiviCRM

Record activities

View activity history

Steps for CiviCRM Admins

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Enabling a CiviCRM Group for sync with CiviContact

  • Install the CiviContactAPI extension in CiviCRM
  • Enable the CiviContactAPI extension in CiviCRM

  • Create a CiviCRM Profile for CiviContact on Administer > Customise Data and Screens > Profile

  • Review CiviContact Settings on Administer > CiviContact > Settings

  • Enable the Sync to CiviContact option for the CiviCRM Groups to sync with CiviContact

  • Each CiviContact user must have website account to authenticate

  • Use the bulk email to send a CiviContact authentication email to authenticate multiple users at once

  • A user can set themselves up by scanning their QR code shown on their Contact record, CiviContact Authentication tab

  • Evaluate customising CiviContact using the Summary Fields, and Joinerys More Summary Fields extensions
  • Evaluate segmenting CiviContact into virtual teams using with the CiviTeams extension

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