Import contacts from Google or a CSV file (Setmore web app)
Go to ‘Customers’ and click the + button to add a customer. Select ‘Import Customers’ in the lower-right of the screen.
Select ‘Import from Google’ or ‘Upload CSV File’.
For ‘Import from Google’, follow the prompts to connect your Google account and complete the data sync.
For ‘Upload CSV File’, select a file from your computer to continue.
Lastly, use the dropdown menus to match the data fields between Setmore and your data source.
Setmore can only process 1000 contacts at a time from a CSV file. If you have more than 1000 customer contacts, be sure to segment your file before uploading.
When formatting your CSV file, organize the data fields (first name, email, phone, etc.) by column, and include column headers.
Exporting customer data (Setmore web app)
Go to ‘Customers’, click the three dots icon in the top-right corner and select ‘Export Customers’.
Setmore will export a CSV file of your customer data to the account owner's email address.
Lastly, check your email inbox for the message from Setmore. In the email, follow the instructions to download your CSV file.