Adding and Importing Contacts

Adding Contacts with a CSV File

The easiest way to get started is to import contacts through a CSV. This can be exported from your CRM, or wherever you keep customer information. 

A basic CSV should contain the following information fields: 

  1. First Name
  2. Last Name
  3. Email
  4. Phone Number
  5. Status - such as “Sold” “No-Show” “Demo-Set” etc
  6. Created or Updated Date

If your CSV contains more fields, we will enter those as well as contact details for easy reference. Use our Template to get started

Adding Contacts through a CRM

For the long term, you will probably want to set up an integration with your CRM. We offer several integrations with our partners. See our full list of our integrations here, and contact our team to set one up!