Help center: Records, imports and setup - Relaticle Relaticle docs How can we help? ================== Guides for setting up your workspace, importing records, and using Relaticle day to day. Search help articles and guides ⌘K [Getting started](https://relaticle.com/help/getting-started) --------------------------------------------------------------- Get setup steps for your Relaticle workspace and its five record types: companies, people, opportunities, tasks and notes. 7 articles - [ Create your first company Follow the steps to create a company record in Relaticle, fill in its fields and add people, tasks or notes. ](https://relaticle.com/help/getting-started/create-your-first-company) - [ Add your first person Follow the steps to add a person in Relaticle, enter contact details and link the person to a company. ](https://relaticle.com/help/getting-started/add-your-first-person) - [ Track a deal through the pipeline Move an opportunity through your sales stages, from Prospecting to Closed Won or Lost. ](https://relaticle.com/help/getting-started/track-a-deal-through-the-pipeline) - [ Import your existing data Get Relaticle CSV import steps for mapping columns and reviewing records, with file limits of 10,000 rows and 10 MB. ](https://relaticle.com/help/getting-started/import-your-existing-data) - [ Use custom fields Add, edit, or reuse the fields that capture the data your team tracks. ](https://relaticle.com/help/getting-started/use-custom-fields) - [ Invite your team Add teammates to your workspace as an Admin, Member, or Viewer, and see what each role can do. ](https://relaticle.com/help/getting-started/invite-your-team) - [ Find anything with search and filters Find instructions for searching Relaticle records and filtering lists of companies, people, opportunities, tasks and notes. ](https://relaticle.com/help/getting-started/find-anything-with-search-and-filters) - [Importing data](https://relaticle.com/help/import) ----------------------------------------------------- Move your existing data into Relaticle from CSV files, and fix anything the import wizard flags. 5 articles - [ Prepare your CSV file File requirements, column naming, and formatting rules that make an import succeed on the first try. ](https://relaticle.com/help/import/prepare-your-csv) - [ What each record type needs Columns, relationships, and example CSVs for companies, people, opportunities, tasks, and notes. ](https://relaticle.com/help/import/what-each-record-type-needs) - [ Update existing records with an import Match rows by ID, email, phone, or domain to update records in place instead of creating duplicates. ](https://relaticle.com/help/import/update-existing-records) - [ Fix import errors What to do when an upload, mapping, or validation step fails, and how ambiguous dates are handled. ](https://relaticle.com/help/import/fix-import-errors) - [ Capture leads from a web form Connect a Maxforms form to Relaticle Cloud so each submission creates linked people, companies, opportunities, notes and tasks. ](https://relaticle.com/help/import/capture-leads-from-a-web-form) - [AI assistant](https://relaticle.com/help/ai-assistant) --------------------------------------------------------- Ask Rela questions about your CRM, and let it create and update records with your approval. 6 articles - [ Ask the assistant about your data Chat with your CRM in plain language. Search records, summarise your pipeline, and pull quick answers. ](https://relaticle.com/help/ai-assistant/ask-questions-about-your-data) - [ Approve what the assistant changes Every create, update, or delete the AI proposes waits for your review. Nothing is saved until you approve it. ](https://relaticle.com/help/ai-assistant/approve-what-the-assistant-changes) - [ Choose an AI model Pick the model behind the assistant per conversation, or leave it on Auto and let Relaticle decide. ](https://relaticle.com/help/ai-assistant/choose-an-ai-model) - [ AI credits and rate limits How assistant messages spend credits on Relaticle Cloud, what each plan includes, and what happens at zero. Self-hosted installs have no credit limit. ](https://relaticle.com/help/ai-assistant/ai-credits-and-limits) - [ Connect Claude or ChatGPT to Relaticle Set up an AI connector to Relaticle with OAuth. This guide explains access and why MCP clients write directly to records. ](https://relaticle.com/help/ai-assistant/connect-claude-or-chatgpt) - [ Research a company with Rela Let Rela search the web for a company or person that is not in your workspace yet, and choose when it may do so. ](https://relaticle.com/help/ai-assistant/research-a-company-with-rela) [Email & calendar](https://relaticle.com/help/email-and-calendar) ----------------------------------------------------------------------- Connect a Google or Microsoft account to keep email and meetings on your records, send from Relaticle, and control what your workspace sees. 9 articles - [ Connect your Google account Link a Google account so your email and calendar sync into Relaticle, then manage, reconnect, or disconnect it from workspace settings. ](https://relaticle.com/help/email-and-calendar/connect-your-google-account) - [ Connect your Microsoft account Link an Outlook or Microsoft 365 mailbox so its email and calendar sync into Relaticle, and see what access Relaticle asks Microsoft for. ](https://relaticle.com/help/email-and-calendar/connect-your-microsoft-account) - [ Read and reply to email on a record Find every synced conversation on a person, company, or opportunity, then reply, forward, or compose a new email without leaving the record. ](https://relaticle.com/help/email-and-calendar/read-and-reply-to-email) - [ Send one email to many people Select people or companies, write one message with merge tags, and Relaticle sends a separate email to each recipient within your send limits. ](https://relaticle.com/help/email-and-calendar/send-email-to-many-people) - [ Choose who sees your email Pick how much of each mailbox your workspace can see, from nothing to the full message, and change the level for one email at a time. ](https://relaticle.com/help/email-and-calendar/choose-who-sees-your-email) - [ Set workspace email privacy Owners and admins hide email from protected or blocked addresses and decide which records sync creates. ](https://relaticle.com/help/email-and-calendar/set-workspace-email-privacy) - [ Request access to an email from a teammate Ask a teammate to share the subject or the full body of a restricted email, and approve or deny the requests teammates send you. ](https://relaticle.com/help/email-and-calendar/request-access-to-an-email) - [ See meetings and link them to records View synced calendar events on Home and on your records, answer an invitation, and link a meeting to the person, company, or opportunity. ](https://relaticle.com/help/email-and-calendar/see-meetings-and-link-them-to-records) - [ Use your email with an AI assistant Let Rela, Claude, or ChatGPT read email you can see, save drafts, and send for you. You approve or can cancel every send. ](https://relaticle.com/help/email-and-calendar/use-your-email-with-an-ai-assistant) - [Custom fields](https://relaticle.com/help/custom-fields) ----------------------------------------------------------- Shape every record type around your process with your own fields, options, and visibility rules. 4 articles - [ Field types you can add Every field type available for your records, from plain text to currency, rich editors, and record links. ](https://relaticle.com/help/custom-fields/field-types-you-can-add) - [ Add, edit, and archive fields Create fields on the Custom Fields page, reorder them, retire them safely, and understand system fields. ](https://relaticle.com/help/custom-fields/add-and-manage-fields) - [ Control where a field appears A field's settings decide its place in lists and record pages, and whether it can be searched or filtered. ](https://relaticle.com/help/custom-fields/control-where-a-field-appears) - [ Edit the options in a select field Rename, reorder, add, or colour the choices in any select, including pipeline stages and task statuses. ](https://relaticle.com/help/custom-fields/edit-the-options-in-a-select-field) [Records](https://relaticle.com/help/records) ----------------------------------------------- Everything about company, people, and opportunity records, from pages and links between them to exports and recovery. 6 articles - [ Company records What lives on a company, from owner and domains to the auto-fetched logo and the tabs for people, tasks, and notes. ](https://relaticle.com/help/records/company-records) - [ People records People with unique emails, phone, job title, and a company link, created standalone or from a company. ](https://relaticle.com/help/records/people-records) - [ Opportunity records Deals with an amount, close date, and stage, linked to a company and a person, in a list or on the board. ](https://relaticle.com/help/records/opportunity-records) - [ Restore a deleted record Deleting is reversible. Filter any list to deleted records and restore them; only force delete is final. ](https://relaticle.com/help/records/restore-deleted-records) - [ Export your data Download any record type as CSV or Excel. Full lists or selected rows, custom fields included. ](https://relaticle.com/help/records/export-your-data) - [ See who changed a record The Activity tab on a record shows every field change and who made it, and workspace admins get the same history across every record type. ](https://relaticle.com/help/records/see-who-changed-a-record) [Tasks & notes](https://relaticle.com/help/tasks-and-notes) ----------------------------------------------------------------- Track the work and the context around your records with assignable tasks on a board, and notes that attach anywhere. 3 articles - [ Work with tasks Create tasks with status, priority, due dates, and assignees, then keep on top of them with filters and digests. ](https://relaticle.com/help/tasks-and-notes/work-with-tasks) - [ Use the task board A kanban view of your tasks. One column per status, drag to update, with priority and due-date badges. ](https://relaticle.com/help/tasks-and-notes/use-the-task-board) - [ Take notes on your records Capture meeting notes and context in rich text, attached to the companies and people they're about. ](https://relaticle.com/help/tasks-and-notes/take-notes-on-your-records) - [Workspace & billing](https://relaticle.com/help/workspace) ----------------------------------------------------------------- Members and roles, workspace settings, your own profile, and how Relaticle Cloud billing works. 4 articles - [ Manage members and roles What the Owner, Admin, Member, and Viewer roles can each do, plus invitations, join links, and removing members. ](https://relaticle.com/help/workspace/manage-members-and-roles) - [ Rename, create, or delete a workspace Change a workspace's name and URL slug, run several workspaces side by side, or wind one down safely. ](https://relaticle.com/help/workspace/rename-or-delete-your-workspace) - [ Billing and plans Relaticle Cloud is priced per workspace, never per seat. Trials, subscriptions, credits, and pausing explained. ](https://relaticle.com/help/workspace/billing-and-plans) - [ Manage your profile Manage your profile, password, passkeys, two-factor authentication, and browser sessions. Learn how to request account deletion. ](https://relaticle.com/help/workspace/manage-your-profile) [Developer guides](https://relaticle.com/developers) ------------------------------------------------------ Find Relaticle guides for Docker Compose deployment, REST API access and MCP setup, plus development setup for PHP 8.5 and Laravel 13. 5 articles - [ Self-Hosting Guide Get Docker Compose, Coolify, Dokploy and Laravel Cloud deployment steps for Relaticle, with PostgreSQL, Redis and Ollama setup. ](https://relaticle.com/developers/self-hosting) - [ MCP Server Read the reference for Relaticle's MCP server, with OAuth and personal access token setup, custom field access and direct writes. ](https://relaticle.com/developers/mcp) - [ REST API Connect to the Relaticle REST API with a personal access token, scoped permissions, rate limits, upserts and the full endpoint reference. ](https://relaticle.com/developers/rest-api) - [ Contributing Guide Get Relaticle development setup steps and a guide to its PHP 8.5, Laravel 13 and Filament 5 codebase. ](https://relaticle.com/developers/contributing) - [ API Reference REST API documentation for managing CRM entities. ](https://relaticle.com/developers/api) - Still stuck? ------------ Message the team directly, ask other Relaticle users in Discord, or open an issue on GitHub. [ Contact us ](https://relaticle.com/contact) [ Join Discord ](https://relaticle.com/discord) [ Open an issue ](https://github.com/Relaticle/relaticle/issues)