Importing Customers

To request reviews from your customers, you need to bring them into MRM first. This page explains what data you need, where to find the import options, and how each method works.

Where to Import

Go to Customers in the sidebar and click Add. A modal opens with tabs for each import method: Manual Entry, Upload CSV, Integrations, and BCC (if available). You can also open a specific tab directly—for example, add ?import=csv to the Customers page URL to open the CSV tab.

What Data You Need

Required for Sending Messages

You need at least one way to reach each customer:

Without an email or phone number, MRM cannot send messages to that customer.

Customer Data

Field Purpose
Name First and last name. Used in messages and to identify customers.
Email Required for email requests.
Phone Required for SMS requests.
Company Optional. Shown on customer profiles.
Signup Date The date that triggers your request strategy. See below.

Why the Signup Date Matters

Your Request Strategy decides when to send the first review request. You can set a delay such as "14 days after signup" or "2 hours after charge." The signup date is the date used when the trigger is "send after a date." Think of it as the start date for that customer—when they joined, paid, or completed a purchase. If you leave it blank, today's date is used.

Charge History (Optional)

If you connect Stripe, charge history is imported automatically. You can also send it via an app connector or the REST API. Charge history lets you target customers in your request strategy—for example, only request reviews from customers who have made at least 3 charges, spent $100 or more, or have an active subscription. This helps you focus on customers who are more likely to leave positive reviews.

Import Methods

Manual Entry

Add one customer at a time. Fill in their name, email, phone, company, location (if you use locations), tags, and signup date. You can optionally schedule a review request immediately and choose the channel (email or SMS), reminders, and review page.

Manual entry is ideal when you have a few customers or want to add someone quickly. For larger lists, use CSV or an integration.

CSV Upload

Upload a CSV file to import up to 1,000 customers at once. The import runs in the background; you'll see a confirmation when it's scheduled. Customers appear in your list shortly after.

Steps:

  1. Go to Customers and click Add.
  2. Open the Upload CSV tab.
  3. Click Download Template to get a sample file with the correct headers.
  4. Fill in your data and save as CSV (UTF-8).
  5. Click Upload CSV and select your file.

CSV Headers

Header Required Description
first_name Yes The customer's first name.
last_name No The customer's last name.
email No The customer's email address.
phone No The customer's phone number.
company No The customer's company name.
location No The slug or UUID of a location. Must match a location in Settings > Locations.
notes No Internal notes (not shown to customers).
tags No Comma-separated list of tag slugs. Tags must exist in your project and be for customers.
signedupat No The customer's start date. Use YYYY-MM-DD format.
address1 No Address line 1.
address2 No Address line 2.
city No City or locality.
state No State or region.
postal_code No Postal or ZIP code.
Each row must have either an email or a phone number. Duplicate emails or phones in your project will update the existing customer instead of creating a new one.
Download an example CSV template from [melo.ca/csv/customers.csv](https://melo.ca/csv/customers.csv).

Stripe

Connect your Stripe account to automatically import customers and their charge history. Ideal if you want to request reviews from paying customers or subscribers. Set up the connection under Settings > Integrations.

HubSpot

Connect HubSpot to import contacts. You can choose which contacts to import by lifecycle stage or sync them all. Set up under Settings > Integrations.

App Connectors (Zapier, Make, Pabbly, Boost.space)

Use an app connector to send customer data from thousands of apps and CRMs into MRM. No coding required. Useful if your CRM or tool isn't natively supported. Set up under Settings > Integrations.

Connectors: Zapier, Pabbly Connect, Make, Boost.space.

Email BCC

Each project has a unique BCC email address. When you send receipts, invoices, or other emails to customers, add this address in the BCC field. MRM will import the recipient's name and email from each email automatically.

How to use it:

  1. Go to Customers and click Add.
  2. Open the BCC tab.
  3. Copy the BCC email address shown.
  4. Add it to the BCC field in your email system when sending to customers.
The BCC option is only available when your project uses the platform's email delivery (not your own SMTP). If you send via your own SMTP server, BCC import may not work.
BCC is great for businesses that already email customers (e.g., receipts or invoices). Each time you send, new customers are imported without extra steps.

REST API

Send customer data from your own server using the REST API. Endpoints are available for importing customers and charges. See the API Reference for details.

After Import

Once customers are in your project, configure your Request Strategy and turn on automatic review collection to start requesting reviews. You can also send manual review requests from individual customer profiles.

Tips

Use the signup date to control when each customer gets their first request. For example, set it to the date they made a purchase so your "7 days after signup" delay sends the request 7 days after that purchase.
If you have multiple locations, include the `location` column in your CSV with the correct slug or UUID. Customers will be assigned to that location for filtering and reporting.
Tags in the CSV must use tag slugs (the URL-friendly name) and must already exist in your project under Settings > Tags. Use comma-separated values for multiple tags.

Suggest an Integration

Have an idea for a native integration? Let us know and we can build it for you.