How to Get Customers into Zero BS CRM

If you’ve landed here, you probably want to get your existing customers (or leads) into  Zero BS CRM. Great to have you on board! If you’ve not got the plugin installed, please download it above, or install it from the WordPress Plugins menu. Once you’ve got ZBS CRM installed, you’re ready to roll.

Get Paid. But first, Get Customers.

There are a few ways our users commonly “get customers into Zero BS”. Some enter them manually, (small business, local businesses), others use our sync or import plugins, (ecommerce sites, software sellers, or most-of-the-web-that-sells-through-woocommerce.) We’ll cover 3 main use cases here, and add others later, if you people find another way you want customers to be ingested into your awesome CRM.

Customers are your life blood, don’t forget, even if they’re just leads right now. With no customers, you’re sunk!

Here’s the guides, and note, when I say “Customers”, I could also mean leads, or ex-customers 🙂

Jump to the right guide:

  1. Add Customers Manually
  2. Import Customers from a CSV file
  3. Import (and Sync) Customers from PayPal or WooCommerce

 


 

Add Customers Manually

Even if you sync/import customers in a big batch, you might still want to add customers manually. Or if you’re a small/local business (like a construction firm, taxi office or dog groomers!), you’ll want to manage your customers directly. Here’s how you go about adding your first customer (along with a video tutorial by Mike).

  1. Load up Zero BS CRM & Login
  2. Click “Customers -> Add New”
  3. Fill in the info, and hit save, (note you can turn on/off the second address fields in settings, or add your own custom fields!)
  4. That’s it, seriously.

 

Import Customers from CSV

The next use case for getting your existing customers into your CRM install is from a CSV. This is an easy and quick process, and is often a great way to pull from other CRM’s you used to use, mailing lists, or dusty spreadsheets locked in your company shared drive.

For this you’ll need the CSV Importer extension, (it’s only $19 currently).

  1. Open and save your customer data sheet in Excel, saving it as a .CSV file
  2. Load up Zero BS CRM & Login
  3. Click “Data Tools -> CSV Importer”
  4. Choose & Upload your CSV File from step 1)
  5. Map your fields (e.g. match “first name” in your sheet, to “first name” in ZBS CRM)
  6. Run your import

Import Customers from a CSV Tutorial

 

Import (and Sync) Customers from PayPal or WooCommerce

The shiniest last! Our powerful Sync extensions allow you to import your entire PayPal or WooCommerce transaction history! From that Zero BS CRM pulls through each and every customer you ever served through PayPal or WooCommerce.

After your first import, our Sync extensions will automatically keep your Zero BS CRM customer & transaction data up to date. No need to do anything, this is “set-and-forget” at it’s best!

What’s more once that’s all set up you can use awesome extensions like Sales Dashboard to get fancy graphs and do detailed customer analysis, or Mail Campaigns to reach out to those who have already bought from you (huge potential for follow up sales), (of course all of these are optional).

For this you’ll need either PayPal Sync or WooCommerce Sync.

  1. Retrieve your API Details (as explained in these docs – for PayPal and WooCommerce)
  2. Load up Zero BS CRM & Login
  3. Click “Zero BS CRM -> Settings” and select the appropriate Sync Tool Tab (at top)
  4. Enter your API Details from 1)
  5. Click “Sync Tools -> Woo or PayPal Sync” and hit “Import Customer Info”
  6. Go grab a coffee, this might take a while (depends on your server setup and amount of customer data)

That’s it! (It’s set and forget, both of our sync extensions will automatically now keep your customer list & transaction data up to date. You don’t have to do ANYTHING!

Woo Sync Setup Tutorial

PayPal Sync Setup Tutorial

 

More Help Importing Customer Data into Zero BS CRM

Need more guidance on each extension? Check out the docs.

Need customers in from another ecommerce platform, or somewhere else? Let us know.

 

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