Request Accounting allows you to create contacts and group them by contact type to help identify the most common addresses you interact with, in a human-friendly manner. This guide will walk you through the entire process from start to finish.
To create new contacts in Request Accounting, follow these steps:
Navigate to Contacts
Click on Create New Contact
Enter your Contact Name, Wallet Address and Network.
Click on Add Contact to save your contact.
Alternatively, you can also name a wallet address directly from the transactions table. Type in the contact name in the space provided and hit "Enter". Request Accounting will create a contact for you
Assigning Contact Types
Contact types help you automatically categorize transactions based on who you're paying. Instead of manually categorizing each payment, you can set up rules that work automatically.
Imagine you have 100 employees, 25 contractors, and 40 vendors in your contact list. Every time you send payments, you want to categorize these transactions differently; employee salaries, contractor fees, vendor expenses, etc.
Without contact types, you'd need to manually categorize every single transaction or constantly update your automation rules whenever you add new contacts. This becomes time-consuming and error-prone as your business grows.
Contact types solve this by letting you:
Group contacts by their role: When you create a new contact, simply assign them a contact type (like "Contractor," "Vendor," or "Employee"). You can even assign multiple types to one contact.
Set up automatic rules: Create rules like "If Receiver Contact Type is Contractor, categorize the transaction as Contractor Expenses."
Scale effortlessly: Add new contractors? Just assign them the "Contractor" type, and your existing rules will automatically categorize all payments to them correctly.
This eliminates repetitive work and ensures consistent categorization as your contact base grows.
Creating Contact Types
Click on the contact type field
Type the name of your desired contact type (e.g., "Contractor," "Vendor," "Employee")
Assign the contact type to your contact
Bulk Contact Import
If you have multiple contacts in a spreadsheet, you can upload them in bulk using a CSV file.
Navigate to Contacts
Click on Import CSV
Download our template and follow the guidelines mentioned below. Request Accounting will import all the wallet addresses included in the CSV as contacts. Duplicates (Contacts with the same address and network) will be ignored.
If a certain wallet address belongs on multiple networks, create separate line items/ rows for each one of them.
CSV File Format Guidelines
Field Name | Description |
Name | The name you want to assign to the wallet |
Address | The wallet's public address |
Chain | The blockchain network(s) for the wallet |
Request Accounting supports over 25+ blockchains. Please find the complete list of supported networks here.