Integration Guide
Connect Endorsa with Stripe, HubSpot, or QuickBooks to import contacts automatically. Learn how to manage integrations and manually import contacts via CSVs with ease.
Import Your Contacts & Set Up Integrations
Endorsa’s main benefit is its “set-it-and-forget-it” approach, once you connect your CRM and set up automated review campaigns, the system runs on autopilot. Below, you’ll find step-by-step instructions to get everything configured and working seamlessly.
Supported Integrations
Endorsa makes it easy to connect your existing tools and manage customer data across platforms. You can import contacts automatically through supported integrations or manually via CSV upload.
Endorsa integrates with:
QuickBooks
Stripe
HubSpot
💡 Don’t use these platforms? You can also upload your contacts manually via CSV.
Multi-Platform Flexibility
You can connect multiple integrations to the same Google Business Profile. For example, if your contacts are spread across QuickBooks and HubSpot, you can sync both and Endorsa will intelligently merge and manage those records under a single, unified profile. This makes it easy to run centralized campaigns while keeping your contact data clean and organized.
How to Import Contacts via Integrations (Recommended):
Go to the Integrations tab in your Endorsa dashboard.
Choose one of the supported platforms — HubSpot, Stripe, or QuickBooks — and follow the prompts to authorize the sync.
1. Connecting Integrations to Google Business Profiles
Once connected, your integration will appear under the “Connected Apps” section on the Integrations page.
At the top of the Integrations page, select “Add Connection” next to the appropriate Google Business Profile (GBP). This links your integration to that profile and displays it beneath the GBP for easy access.
2. Configure Integration Settings
Click the integration under your GBP to open the settings panel. Here, you’ll find toggles to control behavior:
Enabled: Toggle this on to activate the integration.
Automatically insert new contacts: When enabled, any new customers added to your CRM (HubSpot, Stripe, QuickBooks) will be automatically added to Endorsa.
💡 Recommended: Keep this ON to ensure your automations keep sending review requests on autopilot.
Automatically update contacts: This updates existing Endorsa contacts if changes (like name, phone, or email) are made in your CRM.
Once you’ve selected your preferred settings, click “Save.”
3. Sync All Contacts
At the bottom of the integration settings page, click “Import All Contacts” to sync all current contacts from your connected CRM into Endorsa.
Endorsa will then automatically merge duplicate records using intelligent contact-matching logic (see “How Contact Merging Works”).
🧠 How Contact Merging Works
Endorsa tracks customer info (name, phone, email) and prevents duplicates using:
External IDs (e.g., Stripe Customer ID)
Phone & Email Match: Combines records if they match or complement each other.
No Data Overwrites: Trusted data is preserved unless fields are blank.
Alternate Names: Recognizes different versions (e.g., “Bob” vs. “Robert”).
In short: You get one clean contact record per person, no confusion or clutter.
Manual CSV Import
If you don’t use QuickBooks, Stripe, or HubSpot:
Go to the Contacts tab.
Click “Upload Contacts” (top right).
Download the template and format your CSV accordingly.
Upload your file. Any errors will be highlighted in red.
Click on red fields to fix issues directly in Endorsa.
Click “Import” to finish.
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