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Now it is easy for you to move your contacts between Zoho Invoice and your mail clients (address books) like Microsoft Outlook, Mac Address Book, GMail, Yahoo mail etc.  Yes, we are happy to announce the support for vCard import and export, the most commonly used standard to manage and transfer contact information.

How do I import the contacts from my mail client to Zoho Invoice?

1. The first step will be to export the contacts from your mail client in vCard format.  The procedure to export contact information as vCard differs for each mail client.  Here I have explained the procedure for one of the most popular mailing service – GMail.  Shortly we will be publishing the procedure for other popular mail clients in our help docs.
   • Sign-in to your GMail account.
   • Click on the “Contacts” link and select the contacts you want to export.
   • Click on the “Export” link and select “vCard format” for exporting the data.
   • Click on the “Export” button and save the file.
2. Now Sing-in to your Zoho Invoice account.
3. Click on the “Customers” tab and click on the “Contacts” link on the left.
4. Click on the “Import Contacts” link at the top right.
5. Click on the “Import” link next to “vCard”.  Browse and give the file that you have saved from your mail client.
6. All your contacts will be imported into Zoho Invoice.

Note: We will re-use the “last name” of the contact for Company/organization name if it is not specified for the contact.

How do I export the contacts from Zoho Invoice?

1. Sign-in to your Zoho Invoice account.
2. Click on the “Customers” tab and click on the “Contacts” link on the left.
3. Now click on the “Export Contacts” link at the top right.
4. In the export page that comes up, click on the “Download” link next to “vCard”.
5. All your contacts will be exported as a single vCard file.

You also have to option to import or export your contacts individually from the contact’s details page.

Hope you find this feature useful; don’t forget to share your comments with us, as it goes a long way in improving our service.

Regards
Siva