Contacts in PSOhub
Learn how contacts work in PSOhub, how they are created, and how they connect to your projects, quotes, and invoices
Published: 1 June 2026
Audience
This article is intended for:
- New users learning how customer data is structured in PSOhub
- Customers beginning their onboarding and implementation
- Project managers and teams working with client contacts across projects, quotes, and invoices
Objective
After reading this article, you will:
- Understand what contacts are in PSOhub
- Learn how contacts relate to companies, projects, quotes, and invoices
- Identify the different types of contacts and when to use them
- Understand how contacts are created and managed within your workflow
Introduction
In PSOhub, a contact represents an individual person associated with a company or project.
Contacts sit at the center of your customer relationships. They connect the people you interact with to the commercial and operational work you manage in PSOhub — including quotes, projects, and invoices.
You typically work with contacts as part of a company, but PSOhub also supports working directly with individuals when needed.
How Contacts Fit into Your Workflow
Contacts are used throughout the PSOhub workflow to link people to your work.
- Quotes — Assign a contact as the primary recipient
- Projects — Define the main point of contact
- Invoices — Address invoices to the correct person
- Activities — Track communication such as emails, calls, and meetings
Types of Contacts
PSOhub supports two types of contacts, depending on how you manage your clients.
Business contacts
Linked to a company in PSOhub.
Use this for most B2B relationships.
Individual contacts
Not linked to a company.
Use this when working directly with a person (for example, private clients).
Choose the contact type based on how your customer relationship is structured.
How Contacts are Created
Contacts can be added to PSOhub in multiple ways, depending on your workflow.
Automatically from your CRM at project or quote creation
When you create a quote or project from a connected CRM (such as HubSpot, Salesforce, or Microsoft Dynamics 365), contacts associated with the deal or opportunity are automatically synced into PSOhub.
Import from your CRM
Once your CRM is connected, you can manually import contacts directly into PSOhub at any time, without needing to create a quote or project first.
Import via CSV file
You can bulk-import contacts into PSOhub by uploading a CSV file. This is useful when migrating existing customer data or adding large numbers of contacts in one step.
Create manually in PSOhub
You can create a contact directly in PSOhub at any time via the Customers menu. This is useful when working with clients who are not managed through a CRM, or when adding a contact independently of any import or deal.
Contact Details and Related Information
A contact record gives you a complete view of a person and their relationship with your business.
Contact details
Includes name, email, phone number, job title, and tags.
Associated work
Shows all related quotes, projects, and invoices.
Company information
Displays the linked company (if applicable) and its related records.
Activity history
Tracks communication such as emails, notes, calls, and meetings.
This structure helps you quickly understand both the person and their involvement across your projects.
Contacts and Stakeholders
In addition to primary contacts, you can add contacts as stakeholders on a project.
Stakeholders allow you to:
- Include additional contacts from the same or different companies
- Assign multiple invoice recipients
- Manage more complex customer structures
This is especially useful when working with multiple decision-makers or external partners.
Next Steps
✅ Create a contact in PSOhub
Follow the step-by-step instructions to add a new business or individual contact to your account.
How to Create a Contact in PSOhub (Contact Management)
✅ Add stakeholders to a project
Import contacts from other companies and assign them as invoice recipients on your project.
Project Stakeholders: How to Import Additional Invoice Contacts in PSOhub
✅ Import contacts in bulk
Add multiple contacts at once using PSOhub's import tool.
Import Contacts: How to import contacts from an Excel file