Importing Customers via CSV
To import a list of customers from a CSV file, follow these steps:
1. Go to your Contacts page and click the “Import CSV” button.
2. When prompted, select your CSV file.
3. If your CSV doesn’t include headers, TrueReview will automatically detect phone numbers and email addresses. You’ll be able to review and confirm other fields like Customer Name and Internal Notes before proceeding.
The system will also validate phone number and email fields to ensure they’re properly formatted for import.
Mapped columns will be highlighted in purple for easy identification.
Once you’ve reviewed and mapped any additional contact information, click “Confirm & Import CSV” to complete the import.
To import your CSV file, make sure to map at least one column as either a phone number or an email.
Sending review requests
Now that your contact list has been imported, you can select the contacts you’d like to send review requests to and click the “Create Request” button. You’ll have a chance to review everything before sending.
Note: Send bulk review requests responsibly. While it may be tempting to send requests to hundreds of past customers at once, doing so can trigger Google’s algorithm to flag these reviews as potentially inauthentic. Ensure your review requests align with the normal traffic and activity of your business.