Adding your past customers to NiceJob is a great way to collect reviews to help build your online reputation! Customers who provide repeat business and your other recent clients are the best place to start.
To bulk upload your chosen contact or customer list, go to the People page in NiceJob.
From there you can click on Import contacts, which allows you to upload a spreadsheet in CSV format. This is explained further in the "Frequent Questions" below.
Alternatively, if you use Zapier, you can integrate NiceJob with over 700 different apps, including a number of CRM platforms.
What information should be included on the spreadsheet?
The spreadsheet should preferably contain at least the customer name, email and mobile phone number. These are the essential pieces of information that will help you get the most out of the NiceJob platform! The first row (aka the header) should contain titles for these columns, as shown below:
How do I save my spreadsheet in CSV format?
Many of our customers have their customer list saved using Excel or Google Sheets. To ensure the spreadsheet is in CSV format, save the spreadsheet using "Download As" or "Export To". After, you can confirm by checking that the file has ".csv" at the end of the file name.
What other customer information can be saved in NiceJob?
The following are the optional columns for customer information that can be added into NiceJob:
- Phone (or) mobile phone (or) mobile number
- Address (or) street
- Zip (or) postalcode
Columns with labels other than these specific labels will not be imported.
Can you help me upload my contact list?
If you've gone through these instructions and are still having issues, you can email us a .csv or spreadsheet at email@example.com and we'll add them for you.