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Import or Export Customer Contacts
Import or Export Customer Contacts

Add a bunch of customers all at once, from your phone, Google account, or a spreadsheet

Updated over a year ago

Import contacts from Google or a CSV file (Setmore web app)

  1. Go to Customers in your web app.

  2. Select Options under the blue + button and select Import Customers.

3. Select Import from Google or Upload CSV File.

4. For Import from Google, follow the prompts to connect your Google account and complete the data sync.

  1. For Upload CSV File select a file from your computer to continue.

  2. Lastly, match the data fields between Setmore and your data source.

3. Once you've selected your import route, select Add Customers. You will see the following notification in the staff profile until import is completed:

Notes:

  • Setmore can only process 1,000 contacts at a time from a CSV file. If you have more than 1,000 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)

  1. Go to Customers in your web app.

  2. Select Options under the blue + button and select Export Customers.

  3. A pop-up will appear asking for you to approve the action.

  4. Setmore will export a CSV file of your customer data to the account owner's email address.

  5. Lastly, check your email inbox for the message from Setmore. In the email, follow the instructions to download your CSV file.

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