Email them a link to set a password

Add customer

Spreadsheet file (CSV)

…or paste the rows

The first row names the columns: Name (or First name and Last name), Email and Phone. Exports from Square, Mailchimp, Excel and Google Sheets work – save Excel files as CSV first. Rows without a valid email are skipped, and nobody is added twice – people already here only get missing details filled in.

Put them on the newsletter list
Only if they agreed to get emails from you – Canada’s anti-spam law (CASL) needs their permission. People who unsubscribed before stay off, and so does anyone marked unsubscribed or bounced in the file (for example Square’s “Email subscription status” column).

Email each new customer a link to set a password

Import