How to Import Your Customer Contacts?

How to Import Your Customer Contacts?

  • You can manually add contacts in Customers.

  • Or upload a CSV file from the Import Contacts section.

  • Once uploaded, you can start sending review requests right away.

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      Go to Settings → Integrations. Select the service (e.g., QuickBooks, Clio, Stripe, Google). Click Connect, log in, and grant permission. Propel will sync contacts and automate review outreach.

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      Option 1 – One-by-One Go to Customers → select or add a client. Fill in their name, email, and phone. Choose Email/SMS/WhatsApp → Click Submit. Option 2 – Bulk Upload Go to Review Management → Upload CSV. Use the Sample File to format your data. ...