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Contacts
How to create a supplier contact in Wunderbuild?
To create a supplier contact in Wunderbuild, head to the contacts section of the left hand menu. Once there, click the ‘Create New” button as shown below for the supplier’s section of contacts. Now you will want to fill out the corresponding details ...
How to create a client contact in Wunderbuild?
To create a client contact in Wunderbuild, head to the contacts section of the left hand menu. Once there, click the ‘Create New” button as shown below for the client’s section of contacts. Now you will want to fill out the corresponding details of ...
How to import contacts in Wunderbuild?
Go to ‘Import Contacts’ under Contacts in the left hand navigation. Click the shaded box to upload your contacts from a supported file (Only .csv, .xlsx or .xls files can be imported into Wunderbuild.) or drag and drop your contacts list to it. Click ...
How to import suppliers in Wunderbuild?
Go to ‘Import Contacts’ under Contacts in the left hand navigation. Click the shaded box to upload your supplier contacts from a supported file (Only .csv, .xlsx or .xls files can be imported into Wunderbuild.) or drag and drop your contacts list to ...

Popular Articles
Xero Integration Guide
In Wunderbuild, utilise our Xero integration to sync progress claims on work completed and purchase orders made to suppliers as bills to pay and invoices in Xero. The following is a guide on connecting to Xero and having your data seamlessly ...
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Accessing the Lead Management Tab: Navigate to the Lead Management tab on the main menu to view the visual board of leads. Understanding the Lead Board: Each column on the board represents a different stage of a lead. Creating a New Lead: Click the ...
App Timesheets User Guide
1. Accessing the Timesheets Tab : Navigate to the Timesheets tab by clicking on the clock icon on the bottom of your screen. 2. Editing/Deleting a timesheet: Click on the timesheet entry and choose edit or delete. 3. Create a new timesheet by ...
How to upload bills from Xero to Wunderbuild?
1. Enable Two-way sync in Settings > Integrations > Configure. 2. On your Job Overview Page. Under Details, click on the edit button to add your Xero tracking name. The name shall appear in Xero in the WB Job dropdown button. 3. In Xero, make sure to ...
How to import suppliers in Wunderbuild?
Go to ‘Import Contacts’ under Contacts in the left hand navigation. Click the shaded box to upload your supplier contacts from a supported file (Only .csv, .xlsx or .xls files can be imported into Wunderbuild.) or drag and drop your contacts list to ...

Contacts