👉 Topline Pro makes it easy to import your contacts from Quickbooks, Google, and/or a CSV. You can quickly and easily edit your contacts as needed.
Import from Quickbooks
Import from Quickbooks
1. From the Topline Pro home page, select Contacts at the bottom.
1. From the Topline Pro home page, select Contacts at the bottom.
2. Select Import.
2. Select Import.
3. Select Quickbooks.
3. Select Quickbooks.
4. Select Next.
4. Select Next.
5. Enter your quickbooks email or User ID.
5. Enter your quickbooks email or User ID.
6. Select Sign In.
6. Select Sign In.
7. Enter your password.
7. Enter your password.
8. Quickbooks may ask to verify your account by texting you a code to the phone number associated with your Quickbooks account. If so, enter the code and then select Continue.
8. Quickbooks may ask to verify your account by texting you a code to the phone number associated with your Quickbooks account. If so, enter the code and then select Continue.
9. Your contacts will automatically import and you will see a notification at the top of your screen letting you know how many contacts were imported.
9. Your contacts will automatically import and you will see a notification at the top of your screen letting you know how many contacts were imported.
Import from Google Contacts
Import from Google Contacts
1. From the Topline Pro home page, select Contacts at the bottom.
1. From the Topline Pro home page, select Contacts at the bottom.
2. Select Import.
2. Select Import.
3. Select Google Contacts.
3. Select Google Contacts.
4. Select Next.
4. Select Next.
5. Select the Google account that you would like to import from.
5. Select the Google account that you would like to import from.
6. Select Continue.
6. Select Continue.
7. Grant necessary permissions by checking the boxes then select Continue at the bottom.
7. Grant necessary permissions by checking the boxes then select Continue at the bottom.
Contacts have now been imported into Topline Pro. If you need to edit your contacts, follow the steps here.
Import from a CSV file
Import from a CSV file
1. From the Topline Pro home page, select Contacts at the bottom.
1. From the Topline Pro home page, select Contacts at the bottom.
2. Select Import.
2. Select Import.
3. Select Upload a file.
3. Select Upload a file.
4. Select the file you would like to upload.
4. Select the file you would like to upload.
5. Select Next.
5. Select Next.
Edit Contacts
Edit Contacts
1. From the Topline Pro home page, select Contacts at the bottom.
1. From the Topline Pro home page, select Contacts at the bottom.
2. Select the arrow on the right side of the contact that you would like to edit.
2. Select the arrow on the right side of the contact that you would like to edit.
3. Select Edit in the upper right corner.
3. Select Edit in the upper right corner.
4. Make the changes needed and select Save at the bottom (If you are using an iPhone, you may need to select Done and then Save).
4. Make the changes needed and select Save at the bottom (If you are using an iPhone, you may need to select Done and then Save).
💡 Next Steps
Did you know that you can request reviews directly from the Topline Pro app? Just follow the instructions here!
Need Further Support?
If you have any questions, we're always available by phone and text at 857-365-6868 or by email at [email protected].