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Ways to Add Customers

To request feedback and reviews via Email or SMS Request you must add customers to GatherUp.

To request feedback and reviews via Email or SMS Request you must add customers to GatherUp.

Add a Single Customer

Add a single customer to GatherUp from your desktop or mobile device. After logging in to your account, click + Add Customer in Customer Activity . Required fields include:

  • First Name
  • Last Name
  • Email or Mobile Phone

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Add a Single Customer

Import Customer List for Single Location

To import multiple customers for a single location, import a customer list. To add new customers, import an updated list as needed. GatherUp will check for duplicate email addresses on import and only new email addresses will be imported. Required fields include:

  • First Name
  • Last Name
  • Email or Mobile Phone

SEE ALSO:

Import Customer List for a Single Location

Import Customer List for Multiple Locations

Import multiple customers to multiple locations in GatherUp using a single customer list. To do so, the required fields include:

  • Business ID
  • First name
  • Last name
  • Email address OR mobile phone

To add new customers, import an updated list as needed. For frequent imports, we recommend using Zapier to integrate GatherUp with your business tech (1500+ apps available) to automate adding customers.

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Import Customer List for Multiple Locations

Client Staff Form

If you want to allow a user who does NOT have log-in credentials to add customers, simply use the Client Staff Forms.

The Client Staff Form allows someone to upload a CSV or manually add customers without logging in to GatherUp or the white-labeled platform. No log-in credentials needed!

The Add Customer and Import Customers sections now contain a unique, private URL that allows team members to access the add or import form without using login credentials. Reset this link at any time by clicking the refresh button to the right of the link.

View this guide for more details on the Client Staff Form.

Automate Adding Customers Using Zapier

Zapier makes it easy to integrate GatherUp with available apps (including Google Sheets, MailChimp, FreshBooks, QuickBooks, Salesforce, PipeDrive, Square and 1500+ others) to automate adding customers to GatherUp. No development team or coding knowledge required!

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Automate Adding Customers and Sending Requests Using Zapier

GatherUp API

GatherUp offers an API that can be used by a developer to integrate GatherUp with your business's existing customer management solution, point of sale system, or a proprietary system to automate tasks including adding customers to GatherUp.

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GatherUp API

Custom Integration

We're here to help your business succeed. Common custom integrations include Webhooks and JSON.Contact us to discuss your custom integration needs.