If you’re switching to QuoteIQ or just want to upload a list of existing customers, importing your contacts is easy. All you need is a properly formatted CSV file, and QuoteIQ will handle the rest.
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Step 1: Navigate to the Contacts Tab
From your dashboard, click the Contacts tab on the left-hand side.
Step 2: Click “Import Contacts”
In the top right corner of the Contacts screen, press the Import Contacts button.
Step 3: Download the Sample CSV Format
Before uploading, click Download Sample to view what your CSV file should look like. Your file must exactly match this structure for the import to work properly.
Your CSV should include the following fields:
first_name
last_name
email
phone_number
phone_country_code
company_name
street_name
city
country
state
zip_code
Tip: If your file is missing any required columns or is formatted incorrectly, the upload will fail. Always use the sample file as this template.
Step 4: Upload Your CSV File
Once your file is correctly formatted, click Upload CSV, then select your file from your device.
Step 5: Complete the Upload
After uploading your file, click Finish Upload to complete the import process. All your contacts will now be added to your QuoteIQ account.
Need Help? Click the green “Book a Call” button on your dashboard and one of our team members will walk you through the import process for free.
FAQs
What happens if my CSV file is missing a required column?
What happens if my CSV file is missing a required column?
The upload will fail. Make sure your file exactly matches the sample format provided in QuoteIQ.
Can I import partial contact data (like just name and phone number)?
Can I import partial contact data (like just name and phone number)?
Not at this time. Notes and tags must be added manually after the import is complete.
What file format does QuoteIQ accept for imports?
What file format does QuoteIQ accept for imports?
Only .CSV (Comma Separated Values) files are accepted. Excel or other formats must be saved as CSV first.
Will duplicate contacts be merged or skipped?
Will duplicate contacts be merged or skipped?
Currently, QuoteIQ does not auto-merge. Uploading duplicates will create separate entries, so be sure to clean your file before importing.
Will uploading new contacts delete the ones I already have in my account?
Will uploading new contacts delete the ones I already have in my account?
No. Uploading a new CSV will simply add the new contacts to your existing list. None of your current customer data will be overwritten or removed.