Skip to content
English
  • There are no suggestions because the search field is empty.

Import Contacts: How to import contacts from CRM

Learn how to import contacts from your connected CRM into PSOhub to keep customer data accurate and up to date.

Published: 1 June 2026

Audience

This article is intended for:

  • Administrators importing contacts from a connected CRM

Objective

This article explains how to import contacts into PSOhub from a connected CRM such as HubSpot or Salesforce. Importing contacts from your CRM ensures your customer data is synchronized and ready to use when creating projects.

Prerequisites

You must have Admin user access in PSOhub. 

 Your CRM must already be connected to your PSOhub organization.

Customers must already exist in your CRM before they can be imported.

Steps

Searching for contacts to import

  1. Navigate to Customers and select Contacts.
  2. Click Import. 
  3. In the Select import source window, click your connected CRM.
  4. In the search window, enter a first name, last name, or email address to find the contact you want to import.
  5. Click Search. Matching contacts from your CRM will appear in the results list.
  6. Review the results. If a contact already exists in PSOhub, an exclamation mark icon will appear in the Exists in PSOhub column.

💡 Tip:  If a contact already exists in PSOhub, an exclamation mark icon will appear in the Exists in PSOhub column.

Importing multiple contacts

  1. Select the checkbox next to each contact you want to import. To select all results, check the box at the top of the list.
  2. Click Import.
  3. A confirmation message will appear. Click OK to return to the Contacts list.

📌 Note: Importing an existing contact will not create a duplicate. PSOhub merges the contact IDs automatically to avoid data corruption.

Result

The selected contacts are imported into PSOhub and appear in the Contacts list. If any of the imported contacts already existed in PSOhub, their records are merged rather than duplicated.

Contacts imported from your CRM can now be linked to projects, quotes, and invoices in PSOhub.

Next Steps

✅ Understand how contacts work in PSOhub
Learn how contact records are structured in PSOhub and how they connect to your projects, quotes, and invoices.
Contacts in PSOhub

✅ Import contacts from an Excel file
Need to add contacts in bulk without a CRM? Use the Excel import template to upload multiple contact records at once.
Import Contacts: How to import contacts from an Excel file

✅ Create your first project
With your contacts in place, put everything into practice by creating your first project and assigning work to your team.
Create your first project in PSOhub

Frequently Asked Questions

What happens if I import a contact that already exists in PSOhub?
PSOhub will not create a duplicate. It merges the contact IDs from your CRM and PSOhub automatically to keep your data clean.

Can I import contacts from more than one integration at a time?
If your organization uses multiple business units connected to different integrations, you can search for and select contacts across those integrations within the same import session.

Which CRMs are supported for contact import?
PSOhub supports contact import from HubSpot, Salesforce, QuickBooks Online, Xero, and Exact Online, depending on which integrations are connected to your organization.

I'm trying to import contacts, but I can't find the Import button.
First ensure that you have the correct access level on PSOhub. Only admins users can import contacts.

Related Articles

  • Import Contacts: How to import contacts from an Excel file
  • Connect your CRM to PSOhub
  • Managing Contacts in PSOhub
  • Create your first project in PSOhub