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How to Get Customers into Jetpack CRM

If you’ve landed here, you probably want to get your existing customers (or leads) into Jetpack CRM. Great to have you on board!

If you’ve not got the plugin installed, please download it here, or install it from the WordPress Plugins menu. Once you’ve got Jetpack CRM installed, you’re ready to roll.

Get Paid. But first: Get Customers.

There are a few ways our users commonly “get customers into Jetpack CRM”. Some enter them manually, (small business, local businesses), others use our sync or import plugins, (ecommerce sites, software sellers, or most-of-the-web-that-sells-through-woocommerce.) We’ll cover 3 main use cases here, and add others later, if you people find another way you want customers to be ingested into your awesome CRM.

Customers are your life blood, don’t forget, even if they’re just leads right now. With no customers, you’re sunk!

Note: Whereas business users aim to convert contacts to Customers, other users may prefer the terminology donators, supporters etc. There is nothing stopping you use Jetpack CRM for non-profit organisations, in fact, it’s great for that!

Add Contacts to Jetpack CRM:

  1. Add Customers Manually
  2. Import Customers from a CSV file
  3. Import (and Sync) Customers from PayPal or WooCommerce

Add Customers Manually

Even if you sync/import customers in a big batch, you might still want to add customers manually. Or if you’re a small/local business (like a construction firm, taxi office or dog groomers!), you’ll want to manage your customers directly. Here’s how you go about adding your first customer (along with a video tutorial by Mike).

  1. Load up Jetpack CRM & Login
  2. Click “Customers -> Add New”
  3. Fill in the info, and hit save, (note you can turn on/off the second address fields in settings, or add your own custom fields!)
  4. That’s it, seriously.

Import Customers from CSV

The next use case for getting your existing customers into your CRM install is from a CSV. This is an easy and quick process, and is often a great way to pull from other CRM’s you used to use, mailing lists, or dusty spreadsheets locked in your company shared drive.

For this you’ll need the CSV Importer Pro extension installed, then the steps are as follows:

  1. Open and save your customer data sheet in Excel, saving it as a .CSV file.
  2. Load up Jetpack CRM & Login.
  3. Click “Contacts -> Import”.
  4. Choose & Upload your CSV File from step 1).
  5. Map your fields (e.g. match “first name” in your sheet, to “first name” in Jetpack CRM).
  6. Run your import.

Note: CSV Importer Pro also imports transactions and companies!

Import (and Sync) Customers from PayPal or WooCommerce

The shiniest last! Our powerful Sync extensions allow you to import your entire PayPal or WooCommerce transaction history! (Customers and transactions.)

After your first import, our Sync extensions will automatically keep your Jetpack CRM customer & transaction data up to date. No need to do anything, this is “set-and-forget” at it’s best!

What’s more once that’s all set up you can use awesome extensions like Sales Dashboard to get fancy graphs and do detailed customer analysis, or Mail Campaigns to reach out to those who have already bought from you (huge potential for follow up sales), (of course all of these are optional).

For this you’ll need either PayPal Sync or WooCommerce Sync.

  1. Retrieve your API Details (as explained in these docs – for PayPal and WooCommerce)
  2. Load up Jetpack CRM & Login
  3. Click “Jetpack CRM -> Settings” and select the appropriate Sync Tool Tab (at top)
  4. Enter your API Details from 1)
  5. Click “Sync Tools -> Woo or PayPal Sync” and hit “Import Customer Info”
  6. Go grab a coffee, this might take a while (depends on your server setup and amount of customer data)

That’s it! (It’s set and forget, both of our sync extensions will automatically now keep your customer list & transaction data up to date. You don’t have to do ANYTHING!

More Help Importing Customer Data into Jetpack CRM

Need more guidance on each extension? Check out the crm knowledgebase.

Need customers in from another ecommerce platform, or somewhere else? Let us know.

Updated on August 26, 2020

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