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How to Import and Edit Contacts in Topline Pro
How to Import and Edit Contacts in Topline Pro

Save time by importing your contacts into Topline Pro.

Jane Yoon avatar
Written by Jane Yoon
Updated over a week ago

πŸ‘‰ 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

1. From the Topline Pro home page, select Contacts at the bottom.

2. Select Import.

3. Select Quickbooks.

4. Select Next.

5. Enter your quickbooks email or User ID.

6. Select Sign In.

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.

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

1. From the Topline Pro home page, select Contacts at the bottom.

2. Select Import.

3. Select Google Contacts.

4. Select Next.

5. Select the Google account that you would like to import from.

6. Select Continue.

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

1. From the Topline Pro home page, select Contacts at the bottom.

2. Select Import.

3. Select Upload a file.

4. Select the file you would like to upload.

5. Select Next.

Edit Contacts

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.

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).


πŸ’‘ 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].

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