Editing Importing contacts into Constant Contact
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| − | + | These instructions will guide you on exporting your contacts out of SME and importing them into Constant Contact | |
| + | == Prepare your import file == | ||
| + | <br>In SME, go to customer module | ||
| + | <br>click '''Search''' > '''Search Active Customers''' | ||
| + | <br>Make sure you have a column for Name, Email and Contact in your search window (Views > Add Remove Fields) | ||
| + | <br>Click '''Export''' > '''Export to Excel'''. Click OK to the path message. | ||
| + | <br>The contents of your search window will open in Excel. | ||
| + | <br>Filter your excel file as needed to get to your target list | ||
| − | + | <br>You will need to split the contact column into a first name and last name columns. | |
| − | + | <br>Copy the contact column and paste it on the right, so it is the column furthest on the right | |
| + | <br>click the column header for contacts to highlight the column | ||
| + | <br>Click '''Data''' > '''Text to Columns''' (image below) | ||
| + | <br>[[File:Data_TextToColumns.png]] | ||
| − | + | <br>In the convert Text to Columns Wizard - Step 1 of 3 window, make sure '''Delimited''' is selected ad click '''Next''' | |
| − | + | <br>[[File:ConvertStep1of3.png]] | |
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| − | + | <br>In the Step 2 of 3 window, uncheck '''Tab''' and check '''Space''', so Space is the only one checked and click '''Next''' | |
| − | + | <br>[[File:Convertstep2of3.png]] | |
| − | + | <br> Click '''Finish''' in the Step 3 of 3 window. | |
| − | + | <br>You will see your contact separated into two column like this: | |
| + | <br>[[File:ContactsSplitIntoTwoColumns.png]] | ||
| − | + | <br>Rename the column headers “First Name” and “Last Name” | |
| − | + | <br>[[File:ColumnHeadersRenamed.png]] | |
| + | <br>Review the name columns to make sure everything is lined up correctly. Make corrections as necessary. | ||
| + | |||
| + | <br>Save the excel file | ||
| + | |||
| + | == Import into Constant Contact == | ||
| + | Constant Contact changes the interface so these images might not reflect what is currently on their site, but you can navigate through their wizard like this: | ||
| + | |||
| + | <br>Log into Constant Contact | ||
| + | <br>Click '''Contacts''' | ||
| + | <br>[[File:CCContacts.png]] | ||
| + | |||
| + | <br>Click '''Add Contacts''' > '''Add from file''' | ||
| + | <br>Click '''Choose File''' and browse for your Excel file. | ||
| + | <br>[[File:CCAddContactsFromFile.png]] | ||
| + | |||
| + | <br>Click '''Continue''' | ||
| + | |||
| + | <br>In the next window, you will see a preview of your excel file and the column names. Use the “Fields in Contact Contact” column to map the excel columns to the correct field. | ||
| + | |||
| + | <br>For example, make sure “Name” is mapped to Company, Email is mapped to the correct constant contact email field, and the names are mapped to First name and Last name | ||
| + | <br>[[File:CCMapColumnsToFields.png]] | ||
| + | |||
| + | <br>Once you’ve mapped your excel columns to the Constant Contact fields, click '''Continue''' | ||
| + | |||
| + | <br>In the next window, click the plus sign next to '''Add to Email List''' and choose which email list you want the contacts to import into, or click '''Create New List'''. | ||
| + | <br>[[File:CCAddToEmailList.png]] | ||
| + | |||
| + | <br>Click '''Apply''' | ||
| + | <br>Click '''Import''' | ||