> ## Documentation Index
> Fetch the complete documentation index at: https://resource-center-zoho-crm-staging-feb20.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact import

> Import contacts from CSV files, Google Contacts, and your device to quickly build your Quo, formerly OpenPhone, business directory

## Overview

Quickly build your business contact directory by importing existing contacts from multiple sources. Quo offers a dedicated business address book that keeps your professional contacts separate from personal ones while enabling powerful collaboration features.

<iframe class="vidyard_iframe" title="Importing your contacts" src="//play.vidyard.com/f65XQDZ3hbq5ArJaDiA6sS.html?" width="640" height="360" scrolling="no" frameborder="0" allowtransparency="true" allowfullscreen referrerpolicy="no-referrer-when-downgrade" />

## Why use a separate contact list?

Quo's dedicated business address book provides several advantages:

* **Organization**: Separate business contacts from personal ones
* **Team collaboration**: Share business contacts without exposing personal information
* **Custom properties**: Tag and store business-specific information
* **Contact notes**: Team members can add collaborative notes
* **Advanced features**: Filtering, bulk operations, and custom workflows

## Import methods

### CSV file import

For large contact lists or migration from other systems.

#### Preparing your CSV file

[**Get our CSV template**](https://docs.google.com/spreadsheets/d/1oL6eyRBt2wKTFfFclzqdpWxKwOWUfpspPTOVmmdSkTM/edit?usp=sharing) to ensure proper formatting.

**Requirements:**

* Every column must have a heading
* First Name and Last Name in separate columns
* Include country codes in phone numbers (+1 for US/Canada)
* Remove blank columns and rows
* Maximum 3,000 rows per upload for best performance

**Example CSV structure:**

<Frame>
  <img src="https://mintcdn.com/resource-center-zoho-crm-staging-feb20/j5B2fbD3HMq3Rplx/images/core-concepts-contacts/how-to-import-a-large-number-o_sample-csv-file-on-google-shee_2a5ef083.png?fit=max&auto=format&n=j5B2fbD3HMq3Rplx&q=85&s=3c1ade40bfb30d9b58b626cf0d4a8a49" alt="Sample CSV file on Google Sheets" style={{ maxHeight:"450px" }} width="2936" height="755" data-path="images/core-concepts-contacts/how-to-import-a-large-number-o_sample-csv-file-on-google-shee_2a5ef083.png" />
</Frame>

#### Upload process

<Steps>
  <Step title="Access import">
    Go to [Quo Contacts](https://my.quo.com/contacts) in the web app and click **Import a CSV**.
  </Step>

  <Step title="Upload file">
    Select your formatted .csv file from your computer.

    <Frame>
      <img src="https://mintcdn.com/resource-center-zoho-crm-staging-feb20/j5B2fbD3HMq3Rplx/images/core-concepts-contacts/how-to-import-a-large-number-o_uploadpng_6e394703.png?fit=max&auto=format&n=j5B2fbD3HMq3Rplx&q=85&s=0a09f736d6c616b71e56255768b00ca2" alt="CSV upload interface" style={{ maxHeight:"450px" }} width="2642" height="1204" data-path="images/core-concepts-contacts/how-to-import-a-large-number-o_uploadpng_6e394703.png" />
    </Frame>
  </Step>

  <Step title="Map fields">
    Match your CSV columns to Quo properties. Create custom properties if needed for unique data.

    <Frame>
      <img src="https://mintcdn.com/resource-center-zoho-crm-staging-feb20/j5B2fbD3HMq3Rplx/images/core-concepts-contacts/how-to-import-a-large-number-o_identifypng_e4260ccb.png?fit=max&auto=format&n=j5B2fbD3HMq3Rplx&q=85&s=7c000ae1788c7b32159b92f83d757a61" alt="Field identification step" style={{ maxHeight:"450px" }} width="2642" height="1282" data-path="images/core-concepts-contacts/how-to-import-a-large-number-o_identifypng_e4260ccb.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/resource-center-zoho-crm-staging-feb20/j5B2fbD3HMq3Rplx/images/core-concepts-contacts/how-to-import-a-large-number-o_mappng_2a6592d4.png?fit=max&auto=format&n=j5B2fbD3HMq3Rplx&q=85&s=53fe66ffdfc1c7751af4a0b0a77c4580" alt="Field mapping interface" style={{ maxHeight:"450px" }} width="1826" height="2310" data-path="images/core-concepts-contacts/how-to-import-a-large-number-o_mappng_2a6592d4.png" />
    </Frame>
  </Step>

  <Step title="Complete import">
    Name your import for future reference and click **Import**.

    <Frame>
      <img src="https://mintcdn.com/resource-center-zoho-crm-staging-feb20/j5B2fbD3HMq3Rplx/images/core-concepts-contacts/how-to-import-a-large-number-o_namepng_c40dd829.png?fit=max&auto=format&n=j5B2fbD3HMq3Rplx&q=85&s=459f1143f6262e2238bce1c03def09e1" alt="Naming the import" style={{ maxHeight:"450px" }} width="2092" height="1872" data-path="images/core-concepts-contacts/how-to-import-a-large-number-o_namepng_c40dd829.png" />
    </Frame>
  </Step>
</Steps>

#### Bulk sharing after import

Share imported contacts with team members:

<Frame>
  <img src="https://mintcdn.com/resource-center-zoho-crm-staging-feb20/j5B2fbD3HMq3Rplx/images/core-concepts-contacts/how-to-import-a-large-number-o_bulk-sharing-contacts-based-on_17a1ab35.gif?s=bf5001ea1267bce3735e92eadd984c44" alt="Bulk sharing contacts based on source" style={{ maxHeight:"450px" }} width="800" height="439" data-path="images/core-concepts-contacts/how-to-import-a-large-number-o_bulk-sharing-contacts-based-on_17a1ab35.gif" />
</Frame>

1. Go to **Contacts**
2. Filter by source (your CSV import)
3. Select all contacts
4. Click the share icon
5. Choose which shared numbers get access
6. Save settings

### Google Contacts sync

Automatically sync your Google contacts with Quo.

#### Setting up Google sync

1. Log into the [web app](https://my.quo.com/signup)
2. Go to **Settings → Contacts**
3. Click **Add an integration**
4. Sign in via Google to authorize access

<Frame>
  <img src="https://mintcdn.com/resource-center-zoho-crm-staging-feb20/CTREIvuPy3WsxadQ/images/core-concepts-contacts/how-to-sync-your-google-contac_01a41fb1.png?fit=max&auto=format&n=CTREIvuPy3WsxadQ&q=85&s=d4f62fb7f47bd75fd7f91bcc0faedf17" alt="Google Contacts integration settings" style={{ maxHeight:"450px" }} width="1220" height="762" data-path="images/core-concepts-contacts/how-to-sync-your-google-contac_01a41fb1.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/resource-center-zoho-crm-staging-feb20/CTREIvuPy3WsxadQ/images/core-concepts-contacts/how-to-sync-your-google-contac_f7ff6e07.png?fit=max&auto=format&n=CTREIvuPy3WsxadQ&q=85&s=cee234fe57ab48d691a5a287801f5601" alt="Adding Google integration" style={{ maxHeight:"450px" }} width="1120" height="606" data-path="images/core-concepts-contacts/how-to-sync-your-google-contac_f7ff6e07.png" />
</Frame>

#### Imported properties

Quo imports these fields from Google Contacts:

* Contact name
* Company
* Title
* Location
* Phone number(s)
* Email(s)

#### Managing the sync

* **Multiple accounts**: Sync with multiple Google Contacts accounts
* **One-way sync**: Data flows from Google to Quo only
* **Manual refresh**: Resync to get new Google contacts
* **Revoke access**: Delete the integration anytime

<Note>
  The sync is not continuous. New contacts added to Google after setup require manual resyncing.
</Note>

### Device contacts sync

Import contacts from your phone's address book.

#### iOS contact sync

1. Open Quo and tap your account icon
2. Go to **Settings → Contacts**
3. Select **Sync Contacts** and choose:
   * **Don't sync**: No syncing
   * **Sync to device**: One-time import
   * **Sync everywhere**: Available across all devices

<Frame>
  <img src="https://mintcdn.com/resource-center-zoho-crm-staging-feb20/CTREIvuPy3WsxadQ/images/core-concepts-contacts/how-to-sync-your-phone-contact_ios-contacts-sync_11924jpg_ce3e89a0.jpg?fit=max&auto=format&n=CTREIvuPy3WsxadQ&q=85&s=8bb07d535c57709241720e12a9492d68" alt="iOS contacts sync options" style={{ maxHeight:"450px" }} width="1290" height="2796" data-path="images/core-concepts-contacts/how-to-sync-your-phone-contact_ios-contacts-sync_11924jpg_ce3e89a0.jpg" />
</Frame>

#### Android contact sync

<Warning>
  Android contact sync currently has a bug. Use the Google Contacts workaround instead: sync your device contacts with Google Contacts, then integrate Google Contacts with Quo.
</Warning>

For manual permission management:

1. Open Android **Settings**
2. Go to **Apps & Notifications → Quo → Permissions**
3. Enable or disable **Contacts** permission

<Frame>
  <img src="https://mintcdn.com/resource-center-zoho-crm-staging-feb20/CTREIvuPy3WsxadQ/images/core-concepts-contacts/how-to-sync-your-phone-contact_alt_5d3833f4.png?fit=max&auto=format&n=CTREIvuPy3WsxadQ&q=85&s=0a592f391531669520ca7b436242b587" alt="Android permissions for contacts" style={{ maxHeight:"450px" }} width="637" height="750" data-path="images/core-concepts-contacts/how-to-sync-your-phone-contact_alt_5d3833f4.png" />
</Frame>

## Managing contact permissions

### Revoking device access

If you need to revoke Quo's access to your device contacts:

<Tabs>
  <Tab title="iOS">
    1. Open device **Settings**
    2. Find **Quo** in your apps list
    3. Turn **Contacts** OFF

    <Frame>
      <img src="https://mintcdn.com/resource-center-zoho-crm-staging-feb20/j5B2fbD3HMq3Rplx/images/core-concepts-contacts/how-to-revoke-address-book-acc_turning-off-to-revoke-contacts_59b0d6e3.png?fit=max&auto=format&n=j5B2fbD3HMq3Rplx&q=85&s=c2b908de78c53af67573336028d37b7e" alt="Turning off contacts access on iOS" style={{ maxHeight:"450px" }} width="422" height="750" data-path="images/core-concepts-contacts/how-to-revoke-address-book-acc_turning-off-to-revoke-contacts_59b0d6e3.png" />
    </Frame>
  </Tab>

  <Tab title="Android">
    1. Go to device **Settings**
    2. Select **Apps → Quo**
    3. Tap **Permissions**
    4. Disable **Contacts** permission

    <Frame>
      <img src="https://mintcdn.com/resource-center-zoho-crm-staging-feb20/j5B2fbD3HMq3Rplx/images/core-concepts-contacts/how-to-revoke-address-book-acc_disable-permission-for-openpho_08ae306e.png?fit=max&auto=format&n=j5B2fbD3HMq3Rplx&q=85&s=e45713dae726f939a7701b276136b1ea" alt="Disabling contacts permission on Android" style={{ maxHeight:"450px" }} width="422" height="750" data-path="images/core-concepts-contacts/how-to-revoke-address-book-acc_disable-permission-for-openpho_08ae306e.png" />
    </Frame>
  </Tab>
</Tabs>

### Benefits of granting access

Allowing Quo to access your device contacts provides:

* Caller identification for incoming calls and messages
* Easy calling/texting without looking up numbers
* Seamless integration between personal and business contacts

## FAQs

<AccordionGroup>
  <Accordion title="Can I import contacts from other CRM systems?">
    Yes, export your contacts as a CSV file from your CRM and use our CSV import feature. Make sure to format the file according to our template requirements. You can also see if we have a direct integration with your CRM.
  </Accordion>

  <Accordion title="What happens if I have duplicate contacts?">
    Quo will detect potential duplicates during import. You can merge duplicates manually after import using our contact merging feature.
  </Accordion>

  <Accordion title="Can I sync with multiple Google accounts?">
    Yes, you can connect multiple Google Contacts accounts to import contacts from different Google accounts.
  </Accordion>

  <Accordion title="Do imported contacts automatically sync with my team?">
    No, you need to explicitly share imported contacts with team members using the bulk sharing feature or individual contact sharing settings.
  </Accordion>

  <Accordion title="Can I export contacts back to CSV?">
    Yes, you can export your Quo contacts as a CSV file from the web app for backup or migration purposes.
  </Accordion>
</AccordionGroup>

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## Additional integrations

Looking for more ways to manage contacts? Check out our [Zapier integration](https://support.quo.com/core-concepts/integrations/zapier) to sync contacts with other business applications.

Need help? [Submit a support request](https://support.quo.com/help/submit-a-request) and we'll assist you!
