Add users to Ruuster in bulk

You can add every contact in your CRM to Ruuster at once by applying the Ruuster tag. Select the people you want on your CRM's All People page, add the tag, and they appear in your Ruuster portal.

Steps

Step 1: Open the All People page

Navigate to the All People page in your CRM and make sure "Everybody" is selected with no active filters applied.

Step 2: Select all users

Click the checkbox option and choose All to select every user in the system.

Step 3: Add the Ruuster tag

1. Go to Add Remove Tags and select Add Tags.
2. Type "Ruuster" (with a capital R) and select the tag, or create it if needed.
3. Click Add Tag to apply it to all selected users.

Step 4: Verify the users in Ruuster

Once tagged, all users will appear in your Ruuster portal. You can find them on the All Clients page in the app.

Good to know

• Adding people this way does not send them an invitation. It creates them as leads in Ruuster so you can apply searches and see their activity; invite them when you are ready.
• The same tag works on a filtered selection. If you only want a segment (for example, active buyers), filter first, then select all and tag.
• To add a single person from their record, see Add a user to Ruuster from Follow Up Boss.

FAQ

Does the capitalization of the tag matter?

Yes, use "Ruuster" with a capital R so it matches the tag the integration listens for.

I tagged everyone but some people are not showing up in Ruuster. Why?

Give the sync a few minutes for large lists. If a person still does not appear, check that their record has a valid email address or phone number, which Ruuster uses to match and create contacts.

Still need help? Reach out to us at helpme@ruuster.com and we'd be happy to assist!