Adding your past customers to NiceJob is a great way to collect reviews to help build your online reputation! Customers who provide repeat business and your other recent clients are the best place to start.
This quick video will show you how to get that uploaded:
To bulk upload your chosen contact or customer list, go to the People Page in NiceJob.
From there you can click on 'import contacts which allows you to upload a spreadsheet in CSV format. This is explained further in the "Frequent Questions" below. We have even provided a CSV template for you to get you started!
Frequent Questions
What information should be included on the spreadsheet?
The spreadsheet must contain an email and name for each customer, and should preferably contain a mobile phone number. These are the essential pieces of information that will help you get the most out of the NiceJob platform! The first row (aka the header) should contain titles for these columns, as shown below:
What other customer information can be saved in NiceJob?
The following are the optional columns for customer information that can be added into NiceJob:
Company
Position
Phone
Address
City
State
Zip
Country
How do I save my spreadsheet in CSV format?
Many of our customers have their customer list saved using Excel or Google Sheets. To ensure the spreadsheet is in CSV format, save the spreadsheet using "Download As" or "Export To". After, you can confirm by checking that the file has ".csv" at the end of the file name.
If I upload the same spreadsheet with additional customers added to the bottom, will the existing customers be duplicated in my account's People tab?
No, your existing customers won't be duplicated. Only new customers will import into your company profile People tab. If you've added new contact details to the existing customers, their contact information will be updated in their NiceJob profiles.
Why didn't my file upload or show any new contacts?
If your uploaded file did not add new contacts to your account, it is typically caused by header formatting, duplicate records, or file size limits. Here is how to resolve the issue:
1. Check your column headers (Exact match required) Column headers must match expected terminology exactly for the system to read your file correctly.
Required fields: Your file must contain columns for Email and First Name (or Name).
Exact naming: For example, labeling a column "Phone number" instead of "Phone" will cause the uploader to miss that data.
2. Check for duplicate contacts Only new contacts will be added to your account. If the people in your file have already been uploaded previously, the system recognizes them as existing contacts and will not duplicate or re-add them.
3. Verify the contact limit Your file cannot exceed 2,000 contacts at a time. If your list is larger than 2,000 rows, split it into smaller CSV files and upload them separately.
Need a quick fix? Open your file, update the header row to First Name, Last Name, Email, and Phone, confirm there are under 2,000 rows, and re-upload the file.
Can you help me upload my contact list?
If you've gone through these instructions and are still having issues, you can email us a .csv or excel spreadsheet at support@nicejob.com and we will check the file for you. 👍
How do I invite them to leave me a review?
After you've uploaded your contact list, you will see all those customers populated in the People tab, and the blue invite button beside their names.
Simply click the invite button beside any customers you'd like enrolled in your Reviews Campaign 😃
FAQ: Do I have to click the blue button for every single person?
Definitely not! You can enroll hundreds of contacts in just a few clicks using our quick bulk action tool. How to enroll contacts in seconds:
Go to your People Page.
Select all: Click the top checkbox to select everyone at once (or check individual names).
Hit Enroll: Click the bulk action bar at the top, select your campaign, and you’re done!
💡 Tip: If you uploaded a large list, use filters on the People Page to group customers by date created.
What to learn more:
Have More Questions
Reach out to our Success department through the little blue chat bubble or email your inquiries direct at support@nicejob.com.