CSV import

Built inBack office

The list you already own is the cheapest revenue you will ever buy.

Export your past customers from any system as a CSV. We import it with a consent field on every row, and the reactivation engine goes to work on the contacts you are allowed to message.

From a caught lead

Into CSV import

  • Any CSV export (any CRM, any spreadsheet)Clean lead records
  • Consent status per contactEnforced before any message sends
  • Phone, name, service historyContext the AI uses to personalize

Call recording and source attribution ride along with every record.

How it connects

Working from day one

This connection is part of the product itself. Setup happens with you on the onboarding call, and nothing is left for you to maintain.

  1. Export from anywhere

    QuickBooks, an old CRM, a spreadsheet in a drawer. If it has names and phone numbers, it works. We help you map the columns.

  2. Consent gate on every row

    Each contact carries a consent status. Contacts without documented consent are never texted, full stop. That protects you legally.

  3. Scrub before sending

    Do-not-call and reassigned-number checks run against the list before a single message goes out.

  4. Reactivation runs

    Personalized texts go to eligible contacts, replies get a real conversation, and interested customers get booked onto your calendar.

Questions about the CSV import connection

My list is messy. Is that a problem?

No. Messy lists are normal. Duplicates are merged on phone number and bad rows are flagged instead of imported blind.

Is texting my old customers legal?

With documented consent, yes. That is why the consent field is mandatory and why we run a re-consent flow when documentation is thin.

How fast do results show up?

Reactivation replies typically arrive within hours of a send. Every booked result appears on your attribution dashboard as it happens.

Stop losing leads in the handoff.

Twenty minutes. We will show you a call getting answered, booked, and landing in CSV import, with the recording to prove it.

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