Adding Customers from a CSV File

One of the ways to add customers to your Notify account is by importing a list of them from a CSV (comma separated values) file. To import your customers, follow these 3 simple steps:

  1. Create a CSV file with your customers that looks like the table below:
First Name Last Name Mobile Phone
John Davis 2135551234
Jane Reynolds 7695551234
Bob Smith 6462547656
  1. Go to the Customers page in the Notify app and hit the "Import CSV" button:

  1. Choose your file. The import will start immediately after upload.

That's it! You may only see a few customers imported at first because it takes our system some time to process your file. If you keep refreshing the page, you should see the customer count going up until they all are imported. You will get an email when the process is complete.

Note that we take care of properly formatting your customer mobile numbers to improve text delivery rates. We also handle any opt outs that come back to us when your customers respond with a "Stop" message.

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