Importing Customers
There are a number of ways you can import customer data into CrowdPower, both directly through our APIs and web app, or through 3rd party platforms.
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There are a number of ways you can import customer data into CrowdPower, both directly through our APIs and web app, or through 3rd party platforms.
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The best way to import your customer data is with the CrowdPower JavaScript Tag. With just a few lines of code, you’ll be able to send in customers, events, page views, and charges.
You can also send in customer data with our server-side API. The Beacon API is what the JavaScript Tag uses behind the scenes. You can ping all of the endpoints that the tag uses from your server, as well.
Segment is a Customer Data Platform by Twilio that can aggregate your data and distribute it to CrowdPower, as well as several other services. With Segment, you don’t need to worry about integrating with multiple services. Sending data into CrowdPower is as simple as flipping a switch. Get started with our integration on Segment, here.
As a Verified Stripe Partner, we have a deep integration with Stripe that pulls in customer data and updates events based on Stripe billing activity. This integration is a useful complement to other methods of importing customers, as it keeps their subscription and charges synced with the platform. Get started with our integration with Stripe, here.
Zapier is a service that connects one app to another. You can use it to automatically send in customer data from a Google Sheet, or a 3rd party CRM, to CrowdPower whenever a new record is added. Get started with our integration on Zapier, here.
If you have a CSV file, you can import customers in bulk. Click the import (+) option on the Customers page, and click on the Upload CSV tab. The CSV upload can create or update existing customers, along with traits.
If you need to quickly add a customer via their email address, you can do so with the import (+) option on the Customers page. Simply type in 1 or more email addresses and new, blank customers will be created.