> For the complete documentation index, see [llms.txt](https://help.meetmadison.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.meetmadison.ai/messages-and-customers/customers.md).

# Customers

The **Customers** section is your contact list. Keeping it up to date means your [review requests](/reputation/review-requests.md) reach the right people. Many contacts arrive automatically from your connected tools, and you can add or import your own too.

## Where your contacts come from

* **Automatically** from connected tools like Square, Toast, Mariana Tek, WorkCenter, and HubSpot
* **Added by you** one at a time
* **Imported** from a spreadsheet

Madison remembers where each contact came from and respects their unsubscribe choices, so customers are only asked when they're happy to hear from you.

## Add a customer

{% stepper %}
{% step %}

#### Open Customers

Select **Customers** from the left-hand menu.
{% endstep %}

{% step %}

#### Add a customer

Choose **Add customer** and add their details. A contact needs at least an **email or a phone number** (a name alone isn't enough, since Madison needs a way to reach them). If you have more than one location, choose which it belongs to.
{% endstep %}
{% endstepper %}

## View and update contacts

* **View** your contacts in a list (newest first, with their location), and open any one for full details.
* **Update** a contact by re-importing their corrected details: Madison matches and updates the existing record, so there's no separate edit screen.

## Import customers from a file

{% stepper %}
{% step %}

#### Prepare a CSV file

Export your customer list as a CSV with columns such as name, email, and phone.
{% endstep %}

{% step %}

#### Import from CSV

On the Customers page, choose **Import from CSV** and upload your file.
{% endstep %}

{% step %}

#### Match your columns

Tell Madison which column is which, then confirm. Madison **updates existing contacts rather than duplicating them**, skips any rows without an email or phone, and shows you how many were added and updated.
{% endstep %}
{% endstepper %}

{% hint style="success" %}
Accurate phone numbers and email addresses mean your review requests reach more customers, and new contacts can automatically trigger your [review request automations](/reputation/review-request-automations.md).
{% endhint %}


---

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