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Adding Contacts with a CSV File

The easiest way to get started is to import contacts through a CSV. This can be exported from your CRM, or wherever you keep customer information. A basic CSV is required to have five column headers: First Name, Last Name, Email, Phone Number, and Status (such as “Sold”, “No-Show”, “Demo-Set”, etc). All contacts must have at least a phone number or email address to be created in Hatch. If your CSV contains additional fields, those will be imported as contact details for easy reference. Use our Template to get started. Pro tip for imports: Add a unique “Campaign Tag” column to your CSV (e.g., “HomeshowOctober”) so you can easily filter and find those imported contacts later using the Audience Builder with “CSV Import” as the source.

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Adding Contacts through a CRM

For the long term, you will probably want to set up an integration with your CRM. We offer several integrations with our partners. See our full list of our integrations here, and contact our team to set one up!