QuoteIQ gives you multiple ways to bring your existing customers into your account. Whether you're switching from another CRM like Jobber or Housecall Pro, uploading a spreadsheet, or just pulling contacts from your phone — we've got you covered.

There are 4 ways to import contacts:

If you're coming from another CRM — Jobber, Housecall Pro, ServiceTitan, Service Fusion, or any other platform — AI Smart Import is the fastest way to get your data into QuoteIQ.

How it works:

Import Services & Price Book Too

AI Smart Import isn't just for contacts — it also imports your services and price book. Upload a services export from your old CRM and QuoteIQ's AI maps your service names, descriptions, and pricing into QuoteIQ's price book automatically. No need to rebuild your service list from scratch.

Import contacts directly from your phone's address book into QuoteIQ. This is great if you've been managing customers through your phone contacts and want to bring them into the CRM.

From the Contacts tab, tap the import option and select your phone contacts. You can search through your device contacts, select individual entries or bulk-add multiple contacts at once, and QuoteIQ will pull in names, phone numbers, and email addresses from your device.

If you prefer to build your own CSV file or need precise control over the data, you can use the manual CSV import tool.

Prefer to watch?

From your dashboard, click the Contacts tab on the left-hand side.

In the top right corner of the Contacts screen, press the Import Contacts button.

Before uploading, click Download Sample to view what your CSV file should look like. Your file must exactly match this structure for the manual import to work properly.

Your CSV should include the following fields:

Once your file is correctly formatted, click Upload CSV, then select your file from your device.

After uploading your file, click Finish Upload to complete the import process. All your contacts will now be added to your QuoteIQ account.

Don't want to deal with importing at all? Our team will do it for you. There are two one-time setup packages — no subscriptions, no recurring charges.

A faster start. We import your data and get your account ready to work.

If you have terms of service you want on your estimates and invoices, send those along and we'll add them too.

Everything in Done For You, plus a full operational build-out:

Both packages are available during signup. If you're interested after signup, reach out to our support team and we'll get you set up.

Our team imports your data from your previous CRM — contacts, services, invoices, estimates — and builds out your price books. You also get a 1-on-1 setup call to walk through your new account. If you have terms of service you want added to your estimates and invoices, send those over and we'll set them up too. It's a one-time payment, not a subscription.

Done For You ($299) gets your data in and your account ready — contacts, services, invoices, estimates, price books, and a 1-on-1 setup call.

Done For You Plus ($999) includes everything above, then builds out your operations: email and text setup, email and text templates, advanced automations, inventory setup, price book setup, user roles and permissions, a training session, and priority support. Plus is designed for Pro plans and above.

$999 as a one-time payment — no subscription or recurring charge. It includes everything in the $299 Done For You package plus email and text setup, templates, advanced automations, inventory setup, price book setup, user roles and permissions, a training session, and priority support.

Pro and above. The automation, template, and team-configuration work in the Plus package uses features found on Pro, Elite, and Max plans. If you're on Essentials or Beginner, contact support before purchasing so we can get you on the right plan first.

Yes. Both packages include time with our team — the $299 Done For You package includes a 1-on-1 setup call, and Done For You Plus adds a full training session plus priority support. You can also book a 30-minute walkthrough call anytime, whether or not you purchase a setup package.

AI Smart Import reads the CSV file from your old CRM and automatically maps the columns to QuoteIQ's fields — even if the column names don't match. Manual CSV Import requires your file to match QuoteIQ's exact format. If you're switching from another CRM, AI Smart Import is almost always the better choice.

Yes. AI Smart Import works for both contact databases and service/price book imports. Upload your services export from your old CRM and the AI maps your service names, descriptions, and pricing into QuoteIQ automatically.

Only .CSV (Comma Separated Values) files are accepted. Excel or other formats must be saved as CSV first.

Currently, QuoteIQ does not auto-merge. Uploading duplicates will create separate entries, so be sure to clean your file before importing.

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.

Yes. QuoteIQ can import contacts directly from your phone's address book. Go to the Contacts tab and select the phone import option. You can search through your device contacts, select individual entries, or bulk-add multiple contacts at once.

Use AI Smart Import. It's designed specifically for this — it reads whatever format your old CRM exports and maps it to QuoteIQ automatically. No reformatting needed.

The manual upload will fail. Make sure your file exactly matches the sample format provided in QuoteIQ. Or use AI Smart Import to avoid this issue entirely.