In Quip, you can connect your personal and professional accounts so that it’s easy to switch between them. To set up a personal account and connect it to your professional account, follow the steps in How do I add a personal account to Quip's Account Switcher? Once you’ve linked your accounts, you may see a screen inviting you to Select Personal Contacts.
The Select Personal Contacts dialog lists people you’ve shared documents with or chatted to through your professional Quip account who interacted with you through their personal Quip account—that is, a Quip account not associated with any company. We built this dialog so that if you’ve previously collaborated with, for instance, family members through your professional Quip account, you can easily transfer those contacts to your newly-linked personal account instead.
To select personal contacts, take the following steps:
1. Click the circle next to each contact you want to transfer to your personal account . To bulk-select contacts, click the “Select All” text just above the list of names; you can then de-select individuals one by one. To clear all selections, click “Clear.”
2. Click “Move Contacts to Personal Account”. Once contacts are moved to your personal account, any new documents and chats they invite you to will show up in your personal account instead of your professional account. Behind the scenes, we’ll also transfer any documents and folders from your professional account that are shared exclusively with those personal contacts into your personal account. Any document or folder that’s private to you or shared with one or more professional contacts will remain in your professional account.
After you click “Move Contacts to Personal Account”, you’ll see a confirmation message.
This message will tell you how many contacts were successfully moved to your personal account. Clicking “Take Me to My Personal Account” will switch you into your personal account. To switch back to your professional account, see How do I switch between multiple Quip accounts? To find any documents and folders that were transferred to your personal account, see Where do documents shared with personal contacts go once I link a personal Quip account?
Note: If you click “Maybe Later” or ever want to return to the personal contact selection dialog, you can get back to it by signing into your professional Quip account through a web browser and visiting https://quip.com/?migrate-contacts-to-personal=1.