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Import Your Contacts to ReEngage

Import customers using a CSV, sync from your CRM, or add contacts manually so you can segment and message them.

Before you can segment or message customers, you’ll first add your client list to ReEngage.
You can import contacts using a CSV file, connect an integration to sync automatically, or add individual contacts manually.

📥 Import a CSV

  1. Select Import in the upper-right corner

  2. Download the template

  3. Copy and paste your data into the template

  4. Save the file as .CSV

  5. Upload your file

  6. Import

CSV Import

Notes

🔗 Connect an Integration to Sync Your Clients

Sync customers automatically from your CRM or FSM so your contact list stays up to date without manual imports.

Integration What it does

🔗 FieldRoutes Integration

 Syncs your FieldRoutes clients into ReEngage automatically
🔗 Hatch Integration Syncs customer records and communication history with one click
🔗 Jobber Integration Imports and keeps Jobber clients up to date automatically
🔗 ServiceTitan Integration Syncs your full ServiceTitan customer list into GlassHouse

How to use

  1. From the Main menu, select Settings

  2. Select Integrations

  3. Choose your provider

  4. Follow the authentication steps

➕ Add a Single Contact

  1. Select Add Contact

  2. Enter required fields *

  3. Select Create or Create & Add More

Add Single Contact