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How to export a list of previous customers from Housecall Pro and import them into Review Harvest

Normally, 10-20% of your customer list will leave a review.

Written by Clay Lawrence

Step-by-Step Help Guide on how to export your customer list from Housecall Pro and import it into Review Harvest.

šŸš€ What Is Review Reactivation?

Review Reactivation is a one-time campaign that targets past customers who never left a review. It's a powerful way to boost your online reputation by reaching out to happy customers you've already served.

āœ… Step 1: Export Customers from Housecall Pro

  1. Log into your Housecall Pro account.

  2. In the left-hand sidebar, click on ā€œCustomers.ā€

  3. Make sure the list displayed includes all of your previous customers.

  4. Click on the Export button (usually found in the top-right or under options).

  5. Housecall Pro will email you a CSV file containing your full customer list.

  6. Download the CSV file from your email once it arrives.

šŸ”„ Step 2: Log in to Review Harvest

  1. Go to dash.reviewharvest.com.

  2. Enter your email address.
    You donā€™t need a password ā€” a verification code will be sent to your email.

  3. Enter the code to access your dashboard.

šŸ“¤ Step 3: Import Your Customer List

  1. In your Review Harvest dashboard, click on ā€œAdd Contacts.ā€

  2. Click on ā€œSelect a File.ā€

  3. Upload the CSV file you downloaded from Housecall Pro.

šŸ§© Step 4: Map the Columns

After uploading the file, you'll be prompted to map the data fields:

Review Harvest Field

Housecall Pro Column Example

First Name

First Name

Last Name

Last Name

Phone Number

Mobile Phone

Email

Email

āœ… Double-check the preview to ensure correct mapping.
If your file only has a full name column, Review Harvest can split it for you.

šŸš« Optional: Exclude Specific Customers

To prevent certain customers from receiving a review request:

  1. In the dashboard, search for the customer's name.

  2. Click the three dots next to their name.

  3. Choose ā€œDo Not Contactā€ to exclude them permanently.

  4. You can remove customers who were bad apples or anyone you don't want getting a request

šŸ›‘ Do Not Contact: Permanently blocks review requests.
šŸ—‘ļø Delete Contact: Removes them from the current list, but could be re-imported later.

ā³ What Happens Next?

  • Once uploaded, Review Harvest will automatically begin sending out review requests to these past customers.

  • The rollout starts about 1 hour after upload, and messages are sent out gradually.

šŸ†˜ Need Help?

If you need assistance:

  • Use the support chat inside the Review Harvest dashboard.

  • The team can help you with customer cleanup, integration, or advanced workflows.

Let me know if you want this guide exported as a PDF, printed one-pager, or emailed to your team!

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