# Pobuca Connect Help Center

> Help center for Pobuca SaaS

## Getting started

- [On-board your company to Pobuca Connect](https://help.pobu.ca/en/articles/1934273-on-board-your-company-to-pobuca-connect.md): Ready-to-use content to on-board your company to Pobuca Connect
- [Quick start](https://help.pobu.ca/en/articles/1232692-quick-start.md): 6 simple steps to get started with Pobuca Connect
- [What is Pobuca Connect?](https://help.pobu.ca/en/articles/1186610-what-is-pobuca-connect.md): A short "elevator pitch" about Pobuca Connect value
- [Pobuca Connect features](https://help.pobu.ca/en/articles/1186775-pobuca-connect-features.md): A short description of all Pobuca Connect features in Free, Pro and Enterprise plans
- [Use Pobuca Connect](https://help.pobu.ca/en/articles/1827074-use-pobuca-connect.md): Video on how to use Pobuca Connect

## Best practices

- [Organize & load your business contacts](https://help.pobu.ca/en/articles/2300642-organize-load-your-business-contacts.md): This article contains instructions on how to load your business contacts into the app and organize them in an easy way through guided steps.
- [Security roles of users/co-workers](https://help.pobu.ca/en/articles/1494006-security-roles-of-users-co-workers.md): This article refers to the security roles which can be assigned to Pobuca Connect users
- [6 basic rules for your business contacts](https://help.pobu.ca/en/articles/1193335-6-basic-rules-for-your-business-contacts.md): Best practices to keep your organization contacts healthy

## How Tos

- [Adding Notes to contacts](https://help.pobu.ca/en/articles/3505195-adding-notes-to-contacts.md): This article contains guidelines on how to add Notes to a contact into Pobuca Connect.
- [How to print a contact from Pobuca Connect](https://help.pobu.ca/en/articles/3496519-how-to-print-a-contact-from-pobuca-connect.md): This article contains guidelines on how to print a contact from Pobuca Connect.
- [How to create contacts from email signatures.](https://help.pobu.ca/en/articles/3315559-how-to-create-contacts-from-email-signatures.md): This article contains guidelines on how to create contacts by pasting email signatures to Pobuca Connect.
- [How to enable Caller Identification in the mobile app.](https://help.pobu.ca/en/articles/3141442-how-to-enable-caller-identification-in-the-mobile-app.md): This article contains guidelines on how to enable Caller ID in Pobuca Connect mobile app.
- [Import contacts \(from Microsoft account\)](https://help.pobu.ca/en/articles/2834232-import-contacts-from-microsoft-account.md): This article contains guidelines on how to import your contacts stored in Microsoft account to Pobuca Connect
- [How to use tasks in Pobuca Connect](https://help.pobu.ca/en/articles/2831457-how-to-use-tasks-in-pobuca-connect.md): This article contains guidelines on how to use tasks in Pobuca Connect.
- [Import](https://help.pobu.ca/en/articles/2825398-import.md): This article contains guidelines on how to import data into Pobuca Connect
- [Import Contacts \(Using the Mobile app\)](https://help.pobu.ca/en/articles/2815237-import-contacts-using-the-mobile-app.md): This article contains guidelines on how to import your contacts stored in your mobile phone to Pobuca Connect
- [Import Contacts \(from .xls or .csv files\)](https://help.pobu.ca/en/articles/2815118-import-contacts-from-xls-or-csv-files.md): This article contains guidelines on how to import your contacts stored in .xls or .csv files to Pobuca Connect
- [Import Contacts \(from Other Platforms\)](https://help.pobu.ca/en/articles/2812374-import-contacts-from-other-platforms.md): This article contains guidelines on how to import your contacts stored in multiple software services to Pobuca Connect
- [Import contacts \(from Google account\)](https://help.pobu.ca/en/articles/2812945-import-contacts-from-google-account.md): This article contains guidelines on how to import your contacts stored in Google account to Pobuca Connect
- [Mass email physical address configuration](https://help.pobu.ca/en/articles/2730668-mass-email-physical-address-configuration.md)
- [Send mass emails to your contacts via Pobuca Connect](https://help.pobu.ca/en/articles/2710096-send-mass-emails-to-your-contacts-via-pobuca-connect.md): This article contains guidelines on how to send mass emails via Pobuca Connect
- [Add comments in Pobuca Connect](https://help.pobu.ca/en/articles/2706705-add-comments-in-pobuca-connect.md): This article contains guidelines on how to add comments in Pobuca Connect
- [Filter by Tags](https://help.pobu.ca/en/articles/2702420-filter-by-tags.md): This article contains guidelines on how to filter using tags in Pobuca Connect
- [Filter in Pobuca Connect](https://help.pobu.ca/en/articles/2702346-filter-in-pobuca-connect.md): This article contains guidelines on how to filter in Pobuca Connect
- [How to import my Google contacts to Pobuca Connect](https://help.pobu.ca/en/articles/2685289-how-to-import-my-google-contacts-to-pobuca-connect.md): This article contains guidelines on how to import your contacts stored in Gmail to Pobuca Connect
- [How to import my contacts stored in Outlook app to Pobuca Connect](https://help.pobu.ca/en/articles/2685265-how-to-import-my-contacts-stored-in-outlook-app-to-pobuca-connect.md): This article contains guidelines on how to import your contacts stored in Outlook.com to Pobuca Connect
- [How to import my contacts stored in Salesforce to Pobuca Connect](https://help.pobu.ca/en/articles/2685244-how-to-import-my-contacts-stored-in-salesforce-to-pobuca-connect.md): This article contains guidelines on how to import your contacts stored in Salesforce to Pobuca Connect
- [How to import my contacts stored in Microsoft Dynamics 365 to Pobuca Connect](https://help.pobu.ca/en/articles/2685233-how-to-import-my-contacts-stored-in-microsoft-dynamics-365-to-pobuca-connect.md): This article contains guidelines on how to import your contacts stored in Dynamics 365 to Pobuca Connect
- [How to import my contacts stored in LinkedIn to Pobuca Connect](https://help.pobu.ca/en/articles/2678298-how-to-import-my-contacts-stored-in-linkedin-to-pobuca-connect.md): This article contains guidelines on how to import your contacts stored in LinkedIn to Pobuca Connect
- [How to import my contacts stored in Mailchimp to Pobuca Connect](https://help.pobu.ca/en/articles/2678284-how-to-import-my-contacts-stored-in-mailchimp-to-pobuca-connect.md): This article contains guidelines on how to import your contacts stored in Mailchimp to Pobuca Connect
- [How to import my contacts stored in Insightly to Pobuca Connect](https://help.pobu.ca/en/articles/2678255-how-to-import-my-contacts-stored-in-insightly-to-pobuca-connect.md): This article contains guidelines on how to import your contacts stored in Insightly to Pobuca Connect
- [How to import my contacts stored in Zoho CRM to Pobuca Connect](https://help.pobu.ca/en/articles/2666231-how-to-import-my-contacts-stored-in-zoho-crm-to-pobuca-connect.md): This article contains guidelines on how to import your contacts stored in Zoho CRM to Pobuca Connect
- [How to import my contacts stored in Hubspot to Pobuca Connect](https://help.pobu.ca/en/articles/2666168-how-to-import-my-contacts-stored-in-hubspot-to-pobuca-connect.md): This article contains guidelines on how to import your contacts stored in Hubspot to Pobuca Connect
- [Manage Tags](https://help.pobu.ca/en/articles/2526165-manage-tags.md): This article contains guidelines on how to create, edit and delete tags in Pobuca Connect
- [Tag contacts, organizations or co-workers](https://help.pobu.ca/en/articles/2526142-tag-contacts-organizations-or-co-workers.md): This article contains guidelines on how to tag your entities \(contacts, organizations,co-workers\) in Pobuca Connect
- [Introducing tags: A more flexible way to organize your contacts in Pobuca Connect](https://help.pobu.ca/en/articles/2522159-introducing-tags-a-more-flexible-way-to-organize-your-contacts-in-pobuca-connect.md): This article contains guidelines on how to use tags
- [Business cards scan feature](https://help.pobu.ca/en/articles/2455292-business-cards-scan-feature.md): This article contains guide lines on how to use Pobuca Connect Business cards scan feature.
- [Merge Contacts](https://help.pobu.ca/en/articles/2419348-merge-contacts.md): This article contains guidelines on how to merge multiple contacts.
- [Import co-workers](https://help.pobu.ca/en/articles/2104852-import-co-workers.md): This article contains guidelines on how to import co-workers in Pobuca Connect
- [Import organizations](https://help.pobu.ca/en/articles/2104880-import-organizations.md): This article contains guidelines on how to import organizations in Pobuca Connect
- [View activities and interactions](https://help.pobu.ca/en/articles/2081813-view-activities-and-interactions.md): This article contains guide lines on how to view activities and interactions in Pobuca Connect
- [Delete all your Contacts and Organizations](https://help.pobu.ca/en/articles/1977413-delete-all-your-contacts-and-organizations.md): This article contains guidelines on how to delete all your Contacts and all your Organizations in Pobuca Connect
- [Using Pobuca Connect API Keys](https://help.pobu.ca/en/articles/1904801-using-pobuca-connect-api-keys.md): This guide explains how to create and manage API Keys on Pobuca Connect.
- [Enrich your contacts with more contact info](https://help.pobu.ca/en/articles/1829874-enrich-your-contacts-with-more-contact-info.md): This article contains guidelines on how to enrich your Pobuca Connect contacts with more contact info
- [Add users who have different email domain](https://help.pobu.ca/en/articles/1829745-add-users-who-have-different-email-domain.md): This article contains guidelines on how to add users/co-workers who have different email domain in Pobuca Connect
- [Search in Pobuca Connect](https://help.pobu.ca/en/articles/1820234-search-in-pobuca-connect.md): This article contains guidelines on how to search in Pobuca Connect
- [Access offline data](https://help.pobu.ca/en/articles/1826251-access-offline-data.md): This article contains guide lines on how to access Pobuca Connect offline data
- [Use the Pobuca Connect Desktop App](https://help.pobu.ca/en/articles/1820121-use-the-pobuca-connect-desktop-app.md): This article contains guidelines on how to use Pobuca Connect Desktop App
- [Manage Duplicates in Pobuca Connect](https://help.pobu.ca/en/articles/1819576-manage-duplicates-in-pobuca-connect.md): This article contains guidelines on how to manage duplicates in Pobuca Connect
- [Use the Outlook app](https://help.pobu.ca/en/articles/1815524-use-the-outlook-app.md): This article contains guide lines on how to use Pobuca Connect Outlook app
- [Control who can access a business contact](https://help.pobu.ca/en/articles/1815301-control-who-can-access-a-business-contact.md): This article contains guidelines on how to define the users' access to a business contact
- [Delete a custom field](https://help.pobu.ca/en/articles/1812456-delete-a-custom-field.md): This article contains guidelines on how to delete a custom field
- [Edit a custom field](https://help.pobu.ca/en/articles/1812222-edit-a-custom-field.md): This article contains guidelines on how to edit custom fields in Pobuca Connect
- [Export](https://help.pobu.ca/en/articles/1706698-export.md): This article contains guidelines on how to export data from Pobuca Connect
- [Revoke a co-worker's access](https://help.pobu.ca/en/articles/1681363-revoke-a-co-worker-s-access.md): This article contains guidelines on how to revoke a user's/co-worker's access
- [Install Pobuca Connect Outlook app on the native Outlook](https://help.pobu.ca/en/articles/1523024-install-pobuca-connect-outlook-app-on-the-native-outlook.md): This article contains guide lines on how to install the Outlook app on native Outlook
- [Change your password](https://help.pobu.ca/en/articles/1422059-change-your-password.md): This article contains guidelines on how to change your password in Pobuca Connect
- [Create a new custom field](https://help.pobu.ca/en/articles/1426611-create-a-new-custom-field.md): This article contains guide lines on how to create your own custom fields in Pobuca Connect
- [Create a team](https://help.pobu.ca/en/articles/1407503-create-a-team.md): This article contains guidelines on how to create a team inside the app and how to control access to a contact
- [Manage revoked users](https://help.pobu.ca/en/articles/1248222-manage-revoked-users.md)
- [Manage unregistered users](https://help.pobu.ca/en/articles/1248210-manage-unregistered-users.md)
- [Manage registered users](https://help.pobu.ca/en/articles/1248183-manage-registered-users.md)
- [Manage co-workers](https://help.pobu.ca/en/articles/1248176-manage-co-workers.md)
- [Add new co-workers](https://help.pobu.ca/en/articles/1248160-add-new-co-workers.md)
- [Invite co-workers](https://help.pobu.ca/en/articles/1248150-invite-co-workers.md): This article contains guidelines on how to invite co-workers to Pobuca Connect.
- [Link contacts with an organization](https://help.pobu.ca/en/articles/1248095-link-contacts-with-an-organization.md)
- [Edit organization](https://help.pobu.ca/en/articles/1248088-edit-organization.md)
- [Add a new organization](https://help.pobu.ca/en/articles/1248058-add-a-new-organization.md): This article contains guide lines on how to add a new organization into Pobuca Connect.
- [Share contact details with external partners](https://help.pobu.ca/en/articles/1248046-share-contact-details-with-external-partners.md)
- [How to edit a contact](https://help.pobu.ca/en/articles/1248037-how-to-edit-a-contact.md): This article contains guidelines on how to edit a contact into Pobuca Connect.
- [How to create a new contact](https://help.pobu.ca/en/articles/1243957-how-to-create-a-new-contact.md): This article contains guidelines on how to a create a new contact into Pobuca Connect.
- [Manage your profile](https://help.pobu.ca/en/articles/1243883-manage-your-profile.md)
- [Reset your password](https://help.pobu.ca/en/articles/1243793-reset-your-password.md)
- [Create an account](https://help.pobu.ca/en/articles/1243775-create-an-account.md)

## Integrations

- [Get Started with Pobuca Connect on Zapier](https://help.pobu.ca/en/articles/1745717-get-started-with-pobuca-connect-on-zapier.md): This article helps you get started with Pobuca Connect on Zapier
- [Pobuca Connect & CRM: better Together](https://help.pobu.ca/en/articles/1190541-pobuca-connect-crm-better-together.md): Check how Pobuca Connect can integrate and sync with CRM software
- [CardDav Integration](https://help.pobu.ca/en/articles/1381620-carddav-integration.md)
- [Integrate Pobuca Connect with your organization’s AD](https://help.pobu.ca/en/articles/1333280-integrate-pobuca-connect-with-your-organization-s-ad.md): Basic steps for integrating Pobuca Connect with your organization's Azure AD
- [Integrate Pobuca Connect with your Google Account \(Gmail\)](https://help.pobu.ca/en/articles/2980889-integrate-pobuca-connect-with-your-google-account-gmail.md): Basic steps for integrating Pobuca Connect with your Google Account \(Gmail\)
- [Pobuca Connect and Outlook/Google Account/O365/Exchange](https://help.pobu.ca/en/articles/1190517-pobuca-connect-and-outlook-google-account-o365-exchange.md): How Pobuca Connect integrates with Microsoft Outlook, Gmail, O365 & Exchange Server

## FAQs and Troubleshooting

- [Invited people cannot access the app](https://help.pobu.ca/en/articles/2278752-invited-people-cannot-access-the-app.md): Troubleshoot article: Invited people cannot access the app \(AAD integration activated\)
- [The CSV that i exported looks weird](https://help.pobu.ca/en/articles/2172489-the-csv-that-i-exported-looks-weird.md): This article contains guide lines on how to make the csv that you exported from Pobuca Connect get displayed correctly in Microsoft Excel
- [How can i invite my co-workers?](https://help.pobu.ca/en/articles/1934375-how-can-i-invite-my-co-workers.md): This article contains guide lines on how to invite your co-workers to Pobuca Connect
- [Cannot deactivate my account](https://help.pobu.ca/en/articles/1830257-cannot-deactivate-my-account.md): Read this article if you encounter problems when trying to deactivate your Pobuca Connect user account
- [Cannot import](https://help.pobu.ca/en/articles/1815237-cannot-import.md): This article contains some necessary criteria for the successful data import into Pobuca Connect
- [Delay in syncing Pobuca Connect mobile and web app](https://help.pobu.ca/en/articles/1794676-delay-in-syncing-pobuca-connect-mobile-and-web-app.md): This article guides you how to troubleshoot the delay in contacts' sync between Pobuca Connect mobile and web app
- [FAQs](https://help.pobu.ca/en/articles/1232705-faqs.md)
- [Pobuca Connect pricing](https://help.pobu.ca/en/articles/1190412-pobuca-connect-pricing.md): What is the pricing model of Pobuca Connect and its add-ons
- [Limits in number of contacts](https://help.pobu.ca/en/articles/1190524-limits-in-number-of-contacts.md): Pobuca Connect offers different limits per version for the number of contacts that you can store
- [Color of contacts/organizations](https://help.pobu.ca/en/articles/1190388-color-of-contacts-organizations.md): Why contacts and organizations have different colors
- [How to deactivate your account](https://help.pobu.ca/en/articles/1186634-how-to-deactivate-your-account.md): Instructions of how to deactivate your Pobuca Connect account
- [Fix the “Screen Overlay Detected” issue](https://help.pobu.ca/en/articles/1354151-fix-the-screen-overlay-detected-issue.md): How to fix “Screen Overlay Detected” issue which interferes with the Pobuca Connect dialogue while requesting permission on Android

## Security, Privacy and Terms

- [FAQs for Security & Privacy](https://help.pobu.ca/en/articles/3534618-faqs-for-security-privacy.md): This article contains FAQs related to Pobuca Connect Security & Privacy Policies.
- [GDPR and Pobuca Connect](https://help.pobu.ca/en/articles/1829343-gdpr-and-pobuca-connect.md): Contact management in the post GDPR era
- [Renewal terms](https://help.pobu.ca/en/articles/1284325-renewal-terms.md): Terms about renewal of subscriptions
- [Terms of use](https://help.pobu.ca/en/articles/1193280-terms-of-use.md): What are the terms & conditions of using Pobuca Connect
- [Privacy & Security](https://help.pobu.ca/en/articles/1193259-privacy-security.md): Your data is secure with Pobuca Connect