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Ways to Add Customers

To request feedback and reviews via Email or SMS Request you must add customers to GatherUp.

Add a Single Customer

Add a single customer to GatherUp from your desktop or mobile device. After logging in to your account, click + Add Customer in Customer Activity. Required fields include:

  • First Name
  • Last Name
  • Email or Mobile Phone

Import Customer List for Single Location

To import multiple customers for a single location, import a customer list. To add new customers, import an updated list as needed. GatherUp will check for duplicate email addresses on import and only new email addresses will be imported. Required fields include:

  • First Name
  • Last Name
  • Email or Mobile Phone

Import Customer List for Multiple Locations

Import multiple customers to multiple locations in GatherUp using a single customer list. To do so, the required fields include:

  • Business ID
  • First name
  • Last name
  • Email address OR mobile phone

To add new customers, import an updated list as needed. For frequent imports, we recommend using Zapier to integrate GatherUp with your business tech (1500+ apps available) to automate adding customers.

Automate Adding Customers Using Zapier

Zapier makes it easy to integrate GatherUp with available apps (including Google Sheets, MailChimp, FreshBooks, QuickBooks, Salesforce, PipeDrive, Square and 1500+ others) to automate adding customers to GatherUp. No development team or coding knowledge required!

GatherUp API

GatherUp offers an API that can be used by a developer to integrate GatherUp with your business’s existing customer management solution, point of sale system, or a proprietary system to automate tasks including adding customers to GatherUp.

SEE ALSO: GatherUp API

Custom Integration

We’re here to help your business succeed. Common custom integrations include Webhooks and JSON. Contact us to discuss your custom integration needs.

Updated on August 21, 2019

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