{"_id":"554967bbcd09b317005f8f62","version":{"_id":"55208137623ff50d009b2bef","__v":14,"project":"55208137623ff50d009b2bec","createdAt":"2015-04-05T00:26:31.564Z","releaseDate":"2015-04-05T00:26:31.563Z","categories":["55208138623ff50d009b2bf0","55494a226a82a10d00817ae5","55494ba7ee219b0d001743c8","55494bc1ee219b0d001743cc","56ead8c1df765617008bccaf","573a2073dd007d1700cf288f","579695b1f64c9f0e007cd76c","57969e3dfa1ff60e006a1274","579a4592fd9f3c0e008e4f4a","57ab9afe54fa780e006c5430","57b784f5b7ebd60e009cb4a6","58f686818193090f008cec76","59e79fbd4cf31900341d50c6","5b2436973fd93f0003dcf99d"],"is_deprecated":false,"is_hidden":false,"is_beta":true,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"githubsync":"","category":{"_id":"55208138623ff50d009b2bf0","__v":5,"pages":["55208138623ff50d009b2bf2","554967bbcd09b317005f8f62","554967c8c634cf2d00125087","554967d8a5ecbc1900321694","554967e4c634cf2d0012508a"],"version":"55208137623ff50d009b2bef","project":"55208137623ff50d009b2bec","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-04-05T00:26:32.042Z","from_sync":false,"order":0,"slug":"getting-started","title":"Getting Started Guide"},"parentDoc":null,"__v":3,"project":"55208137623ff50d009b2bec","user":"55208129504fd6230022ae20","updates":[],"next":{"pages":[],"description":""},"createdAt":"2015-05-06T01:00:43.174Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":2,"body":"In Sonar, you can add a single or many customers. **Please ensure** that you have opt-in from your customers before sending them messages. \n\nThere are few ways to add customers in Sonar:\n* [Import CSV tool](http://docs.sendsonar.com/docs/customers-properties#section-adding-multiple-customers)\n* In the [Sonar interface](http://docs.sendsonar.com/docs/customers-properties#section-adding-a-single-customer)\n* [Add/Update Customer API](http://docs.sendsonar.com/docs/customers-properties#section-add-update-customer-api)\n* Automatically added via [Shopify integration](http://docs.sendsonar.com/docs/customers-properties#section-automatically-add-customers-via-shopify)\n* Ability to add customers via [Zapier integration](http://docs.sendsonar.com/docs/customers-properties#section-adding-customers-via-zapier) \n[block:callout]\n{\n  \"type\": \"info\",\n  \"title\": \"Note\",\n  \"body\": \"**Please confirm** that you have opt-in from your customers before sending them messages. If a customer messages you, then they are already automatically opted-in and added into Sonar as a customer.\"\n}\n[/block]\n##Adding multiple customers\nTo import multiple customers, in the <a href=\"https://www.sendsonar.com/?modal=CustomersSearch\" target=\"_blank\">Customers</a> modal, click on <a href=\"https://www.sendsonar.com/prepare_import\" target=\"_blank\">Import Customers</a>. \n\nCurrently, we only accept CSV files. **Please format** your CSV file with the same headers as the first five columns in the example. **Please note** that the customer's Phone Number (with the area code) is required.\n\nFor more info and instructions, check out our <a href=\"http://docs.sendsonar.com/docs/csv-import\" target=\"_blank\">CSV Import</a> page. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/1cab1da-Screen_Shot_2016-08-25_at_4.28.47_PM.png\",\n        \"Screen Shot 2016-08-25 at 4.28.47 PM.png\",\n        4144,\n        1904,\n        \"#d3ebfa\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n##Adding a single customer\nIn Sonar, you can quickly send a new message to a single customer. \n  * Click on person icon with a `+`. \n  * Enter your customer's phone number. \n\nThen, you can start sending messages to that customer. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/153b0cd-add_single_customer.gif\",\n        \"add_single_customer.gif\",\n        480,\n        331,\n        \"#eef1f2\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\nAlso, from the Menu bar, you can click on <a href=\"https://www.sendsonar.com/?modal=CustomersSearch\" target=\"_blank\">Customers</a>, and then click on the \"Add Customer\" button.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/3e10614-add_customer.gif\",\n        \"add_customer.gif\",\n        480,\n        241,\n        \"#12bff5\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n##Add/Update Customer API\nAnother way to add customers is via <a href=\"http://docs.sendsonar.com/docs/addupdate-customer\" target=\"_blank\">Add/Update Customer API</a> call.\n\n##Automatically Add Customers via Shopify\nIf you use Shopify for your online store/website, then you can use our <a href=\"http://docs.sendsonar.com/docs/shopify\" target=\"_blank\">Shopify</a> integration to automatically add customers in Sonar whenever they place an order. \n\n##Adding Customers via Zapier\nWith our <a href=\"http://docs.sendsonar.com/docs/zapier\" target=\"_blank\">Zapier</a> integration, you can connect Sonar with over 600 apps to automate tasks and workflows, like adding a new customer in Sonar whenever someone fills out a form on your website.","excerpt":"","slug":"add-customers","type":"basic","title":"Add Customers"}
In Sonar, you can add a single or many customers. **Please ensure** that you have opt-in from your customers before sending them messages. There are few ways to add customers in Sonar: * [Import CSV tool](http://docs.sendsonar.com/docs/customers-properties#section-adding-multiple-customers) * In the [Sonar interface](http://docs.sendsonar.com/docs/customers-properties#section-adding-a-single-customer) * [Add/Update Customer API](http://docs.sendsonar.com/docs/customers-properties#section-add-update-customer-api) * Automatically added via [Shopify integration](http://docs.sendsonar.com/docs/customers-properties#section-automatically-add-customers-via-shopify) * Ability to add customers via [Zapier integration](http://docs.sendsonar.com/docs/customers-properties#section-adding-customers-via-zapier) [block:callout] { "type": "info", "title": "Note", "body": "**Please confirm** that you have opt-in from your customers before sending them messages. If a customer messages you, then they are already automatically opted-in and added into Sonar as a customer." } [/block] ##Adding multiple customers To import multiple customers, in the <a href="https://www.sendsonar.com/?modal=CustomersSearch" target="_blank">Customers</a> modal, click on <a href="https://www.sendsonar.com/prepare_import" target="_blank">Import Customers</a>. Currently, we only accept CSV files. **Please format** your CSV file with the same headers as the first five columns in the example. **Please note** that the customer's Phone Number (with the area code) is required. For more info and instructions, check out our <a href="http://docs.sendsonar.com/docs/csv-import" target="_blank">CSV Import</a> page. [block:image] { "images": [ { "image": [ "https://files.readme.io/1cab1da-Screen_Shot_2016-08-25_at_4.28.47_PM.png", "Screen Shot 2016-08-25 at 4.28.47 PM.png", 4144, 1904, "#d3ebfa" ], "border": true } ] } [/block] ##Adding a single customer In Sonar, you can quickly send a new message to a single customer. * Click on person icon with a `+`. * Enter your customer's phone number. Then, you can start sending messages to that customer. [block:image] { "images": [ { "image": [ "https://files.readme.io/153b0cd-add_single_customer.gif", "add_single_customer.gif", 480, 331, "#eef1f2" ], "border": true } ] } [/block] Also, from the Menu bar, you can click on <a href="https://www.sendsonar.com/?modal=CustomersSearch" target="_blank">Customers</a>, and then click on the "Add Customer" button. [block:image] { "images": [ { "image": [ "https://files.readme.io/3e10614-add_customer.gif", "add_customer.gif", 480, 241, "#12bff5" ], "border": true } ] } [/block] ##Add/Update Customer API Another way to add customers is via <a href="http://docs.sendsonar.com/docs/addupdate-customer" target="_blank">Add/Update Customer API</a> call. ##Automatically Add Customers via Shopify If you use Shopify for your online store/website, then you can use our <a href="http://docs.sendsonar.com/docs/shopify" target="_blank">Shopify</a> integration to automatically add customers in Sonar whenever they place an order. ##Adding Customers via Zapier With our <a href="http://docs.sendsonar.com/docs/zapier" target="_blank">Zapier</a> integration, you can connect Sonar with over 600 apps to automate tasks and workflows, like adding a new customer in Sonar whenever someone fills out a form on your website.