Import Your Contacts
Learn how to import contacts through file upload or sync them via a CRM integration.
Overview
The platform gives you multiple ways to bring contacts into your account and engage homeowners through Homeowner Hubs. You can:
✓ Import contacts from a CSV file
✓ Sync contacts from supported CRMs and email platforms using built-in integrations
✓ Connect supported CRMs for CRM writeback and automations
✓ Track homeowner engagement directly inside your CRM integrations
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Only Need to Add or Edit One or Two Contacts? For detailed instructions on adding and/or editing individual contacts, see the full article. |
Add or Edit a Contact → |
Import Your Contacts
There are two ways to import contacts. Choose the method that fits your workflow:
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Method 1: Import Contacts from a .csv File
Required Fields
✓ First Name and Last Name (in separate columns)
✓ Email address is recommended to maximize contact functionality
✓ Property address not required
Step 2: Upload Your File
1. In
the Import Contacts window, click
Select File
2. Locate
your csv file on your computer
3. Attach
the file
Step 3: Map Your Fields
Review the file preview and confirm each column is
mapped
to
the correct contact field.
Examples
| Spreadsheet Column | Contact Field |
|---|---|
| First Name | First Name |
| Last Name | Last Name |
| Email Address |
Step 4: Scan & Import
After successfully mapping each column to the appropriate contact field, complete the following steps:
1. Click
Scan My File
2. Review
any alerts or formatting issues
3. Click
Import
⚠️ Do not close the import window during processing. Closing will cancel the import and require you to restart.
Method 2: Sync Contacts from Your CRM
Sync contacts from supported CRMs and email platforms directly into your account using the platform’s built-in integrations.
Step 2: Connect Your CRM
1. In the Import Contacts window, click Get Started
2. Choose the CRM or platform containing your contacts
Step 3: Authenticate Your Account
Depending on the platform, you may be asked to authenticate your account by entering an API Key or some other form of authentication.
1. Create a new API Key within your CRM platform.
If you are unsure how to create an API Key, click the Api Settings link, as shown in the image below.
2. Paste the API Key in the box and click Save
Next Step: Invite Contacts to a Hub
To engage your homeowners, don't forget to invite them to claim their Hub.
Invite Contacts to a Hub
Once your contacts are synced, there are several ways to invite homeowners to join a Homeowner Hub.
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Option 1 — Easy Invite Feature
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Option 2 — Manual Invite
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Ideal for inviting multiple homeowners. From either your main dashboard OR the contacts page:
1 Locate the blue banner at the top.
2 Click the blue Invite button.
3 Choose Easy Invite
4 Review the settings.
5 Click the Send Invitations button.
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Best when inviting individual homeowners.
1 Navigate to your Contacts page.
2 Click the contact record to open.
3 Click the Invite to Hub button
4 Complete the steps for New Hub
5 Send the invitation
Alternatively, invite homeowners by sending a personalized landing page link. |
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Learn More For detailed instructions and screenshots covering all invitation methods, see the full article. |
Sending Hub Invitations → |
What Happens Next?
Once the invitation is sent, the homeowner will receive an email invitation to access their Homeowner Hub. After joining, homeowners can:
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Allow time for the sync to complete. When a hub is created, it will send back to the CRM if applicable.
Need Help?
If you have questions or require additional support, Submit a Request to connect with our Support Team.