Importing and Adding Contacts in the Topline Pro app
KW

Kyle Wade

Created Jan 23, 2024

Importing and Adding Contacts in the Topline Pro app

16
    a

Login to the Topline Pro App

1 Step
1

Click on Contacts

Click on Contacts

#

How to Import multiple contacts from other tools and lists

2 Steps
2

Click on Import

Click on Import
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 Step
4

then click 'Next'

then click 'Next'
    a

Intuit Quickbooks Accounts - Sign In

1 Step
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.

0 Steps

#

To add contacts manually follow the below steps.

3 Steps
6

Click on Add Contact

Click on Add Contact
7

Enter in their contact information

Enter in their contact information
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'
Well done!
Create how-to guides like this in a snap. Get Tango now.