Add Multiple Customer Email Addresses in Tradify

Topic

Learn more about adding multiple customer emails to a Customer Profile in Tradify. For more information on creating Customer Profiles in Tradify check out How to Create Customers on Tradify Web or How to Create Customers on Tradify Mobile.

Instructions

To add multiple customer emails in Tradify:

1. Navigate to the Customers Page.
2. Search for and select the Customer Profile that you would like to add an additional email too.
3. Find the Email Address(es) field.

4. Enter your email addresses, separating each with a comma (See below for reference).

   Note: The email field is limited to 70 characters. You can have up to ten email addresses per customer. The first email will be used as the default, even if pulled from your accounting integrations.

   
    

5. Select Save.

Note: When using accounting integrations like Xero or QuickBooks, only the first customer email is shared, as these systems support just one email per contact. Additional emails remain only in Tradify.

If you reconnect your accounting integration, customers are re-imported and their email updated to the single address from your accounting software, removing any extra Tradify-only emails. Save these elsewhere (e.g., export customers) before reconnecting if you need them.

Additional Information

For more info on Customers, see here: How To Create a Site in Tradify Web