Add multiple customers to your CRM using a CSV import
- Click the Customers tab
- Under the search facility on the right, click import customers from CSV
- Format your customer data into the format required (see an example CSV file format)
- Click Choose file
- Select the relevant file
- Click Import
The customer data in your CSV will now appear in your CRM.
All customers imported by CSV are opted-out of marketing. You can opt them in by editing the customer record and unchecking the unsubscribed box.
How to export all of your customers
- Click the Customers tab
- Under the search facility on the right, click Export customers as CSV
Your customer records will be downloaded in a CSV file.
How to send the details of a new customer to your other tools
With Appointedd's webhooks integration, you can use Zapier to automatically send the details of a new customer to your other tools, e.g. MailChimp, Trust Pilot and Google Docs. For example, you can create a new line in a Google Sheet for every new customer created. Check out this support guide on how to use Zapier to link Appointedd with your other tools.