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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.

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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

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Import methods

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CSV file import

For large contact lists or migration from other systems.

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Preparing your CSV file

Get our CSV template 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:
Sample CSV file on Google Sheets

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Upload process

1

Access import

Go to Quo Contacts in the web app and click Import a CSV.
2

Upload file

Select your formatted .csv file from your computer.
CSV upload interface
3

Map fields

Match your CSV columns to Quo properties. Create custom properties if needed for unique data.
Field identification step
Field mapping interface
4

Complete import

Name your import for future reference and click Import.
Naming the import

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Bulk sharing after import

Share imported contacts with team members:
Bulk sharing contacts based on source
  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

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Google Contacts sync

Automatically sync your Google contacts with Quo.

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Setting up Google sync

  1. Log into the web app
  2. Go to Settings → Contacts
  3. Click Add an integration
  4. Sign in via Google to authorize access
Google Contacts integration settings
Adding Google integration

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Imported properties

Quo imports these fields from Google Contacts:
  • Contact name
  • Company
  • Title
  • Location
  • Phone number(s)
  • Email(s)

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

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Device contacts sync

Import contacts from your phone’s address book.

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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
iOS contacts sync options

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Android contact sync

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.
For manual permission management:
  1. Open Android Settings
  2. Go to Apps & Notifications → Quo → Permissions
  3. Enable or disable Contacts permission
Android permissions for contacts

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Managing contact permissions

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Revoking device access

If you need to revoke Quo’s access to your device contacts:
  1. Open device Settings
  2. Find Quo in your apps list
  3. Turn Contacts OFF
Turning off contacts access on iOS

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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

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FAQs

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.
Quo will detect potential duplicates during import. You can merge duplicates manually after import using our contact merging feature.
Yes, you can connect multiple Google Contacts accounts to import contacts from different Google accounts.
No, you need to explicitly share imported contacts with team members using the bulk sharing feature or individual contact sharing settings.
Yes, you can export your Quo contacts as a CSV file from the web app for backup or migration purposes.

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Additional integrations

Looking for more ways to manage contacts? Check out our Zapier integration to sync contacts with other business applications. Need help? Submit a support request and we’ll assist you!