CSV Customer Import
Your existing spreadsheet is all we need to start.
Send us a CSV with names, phone numbers, and emails of past customers.
We scrub, format, and load it securely. No CRM migration, no manual cleanup on your side.
This is the input for the reactivation blast.
What we need from you to wire this up
- A CSV export with names, phone numbers, and emails.
- No CRM required. If you use one, an export is enough.
What this connection does
Field cleanup
We standardize phone and email formats and remove records that will not deliver.
Duplicate removal
Duplicate entries are merged out so no customer gets messaged twice.
Secure load
The cleaned list is loaded into the engine and used only for your campaigns.
What your spreadsheet needs to contain
- Customer names.
- Phone numbers.
- Email addresses.
What we do with the raw export
- 1
You export a CSV with names, phone numbers, and emails.
- 2
We scrub the fields and remove duplicates.
- 3
We load the cleaned list securely into the engine.
- 4
The list is ready for the reactivation blast.
Why no CRM is required
The engine runs off a simple spreadsheet, not a CRM migration. If you use a CRM, an export is enough to get started.
Once the initial list is loaded, the Job Complete Trigger handles new customers automatically going forward, so the import is a one-time seed.
What this integration does not do
- We do not migrate you to a new CRM.
- We do not message anyone outside the list you provide.
- Ongoing new customers are handled by the Job Complete Trigger, not repeated CSV imports.
Frequently asked questions
Ready to connect the plumbing?
We wire up your Google Business Profile, carrier registration, and triggers on the audit call. $1,000+ setup covers the connections and both blasts. Then $197/mo runs the automated engine.
Enodia Systems · Los Angeles, CA