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How to add contacts to your HelpCrunch account

You can use HelpCrunch as a simple CRM system. Here's how you can add your customers to our dashboard.
Written by Anastasiia
Updated 1 week ago

Every person who's ever left you a chat message will end up in your 'Contacts' section. Think of it as of a complete list of all the users that you had communication with.

Moreover, if you integrate our User Authentication mode with your login system, all your registered / logged-in users will automatically fall into the 'Contacts' section.

There are also two ways you can add new contacts manually:

1. Add contacts one by one

Click the 'Add new contact' button and fill in the form that will appear.

There are only two required fields in this form — name and email address. The rest of the fields are optional.

2. Import a list of contacts from a .csv file

If you're migrating from another solution or just happen to have all your contacts in one CSV file, you can upload them altogether to your HelpCrunch admin panel.

Just click the 'Actions' button and choose the 'Import .csv' option from the drop-fown menu you'll see.

You can create a custom tag for the uploaded contacts so that it would be easier to differentiate them from the rest of the contacts in your userbase.

NOTE

We also attach our own .csv template to the uploading form. Please take a look at it and name your columns the same way as it's specified in our template. This way, you can be sure that your data will be imported properly.

NOTE

No matter how you add contacts to your knowledge base, each contact should have its unique User ID! Otherwise, you won't be able to upload them.

That's it! If you need help with importing or adding new contacts, just hit our chat button — and we'd be happy to help.

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