Importing and Adding Contacts in the Topline Pro app

Login to the Topline Pro App

  1. 1. Click on Contacts

    Click on Contacts

How to Import multiple contacts from other tools and lists

  1. 2. Click on Import

    Click on Import

  2. 3. To Import contacts from a spreadsheet like excel or google sheets, click on "Upload a file"

    To Import contacts from a spreadsheet like excel or google sheets, click on "Upload a file"

To Import from Intuit Quickbooks or Google, start by selecting the tool you want to import from.

  1. 4. then click 'Next'

    then click 'Next'

Intuit Quickbooks Accounts - Sign In

  1. 5. Simply sign in to quickbooks and approve the connection

    Simply sign in to quickbooks and approve the connection

For Google - simply log into your Google account and approve the connection.

To add contacts manually follow the below steps.

  1. 6. Click on Add Contact

    Click on Add Contact

  2. 7. Enter in their contact information

    Enter in their contact information

  3. 8. Once you've added the contact info you want saved, click 'Save'

    Once you've added the contact info you want saved, click 'Save'