Learn How to Import and Export your Contacts within Event Hawk
Running a successful party rental business is all about managing your customers and bookings efficiently. In this article, whether you’re starting a party rental business or you’ve been in business for a while, we’ll delve into a vital aspect of customer management using Event Hawk and Event Hawks importing and exporting of contacts!
Embarking on the journey of running a successful party rental business comes with its own set of challenges and triumphs. In this article, we’ll explore a vital aspect of streamlining your operations – the art of importing and exporting contacts using Event Hawk, your trusted Inflatable Rental Software. Whether you’re starting a party rental business or you’ve been in the industry for a while, understanding the ins and outs of managing your contacts is key to maximizing your bookings and ensuring smooth business operations.
- Login to your Event Hawk account from a computer (https://app.EventHawk360.com)
- From there, on the left-hand side click on the “contacts” tab.
- After this click on the white box to select all the contacts on that page
- from there click the “Select all contacts” button to make sure you have selected all the contacts in Event Hawk.
- From here, you just have to click export contacts and the contacts will download to your computer as a CSV file.
- NEXT, to Import new contacts, in the same place in contacts, you will click the little “upload contacts” button
- Next you will select the CSV file you wish to upload to Event Hawk
- From there you will go through the mapping section where you pick and choose what to import from your contacts and what not to.
- Once you are on the last step of the importing it will have you pick what you want to do with all the imported contacts
- You can select to create new contacts with the new conatcs, you can add tags, or you can add them to workflows!
- Click the “import” button and you are all set!
Now, with the ability to edit templates in Event Hawk, you have the power to make your business truly shine. Your booking process will be smoother and more personalized, leaving your customers delighted. If you have any questions or need further guidance, our support team is always at your service. Here’s to enhancing your party rental business!