Importing contacts into Constant Contact

These instructions will guide you on exporting your contacts out of SME and importing them into Constant Contact

Prepare your import file

In SME, go to customer module
click Search > Search Active Customers
Make sure you have a column for Name, Email and Contact in your search window (Views > Add Remove Fields)
Click Export > Export to Excel. Click OK to the path message.
The contents of your search window will open in Excel.
Filter your excel file as needed to get to your target list

You will need to split the contact column into a first name and last name columns.

Copy the contact column and paste it on the right, so it is the column furthest on the right
click the column header for contacts to highlight the column
Click Data > Text to Columns (image below)

In the convert Text to Columns Wizard - Step 1 of 3 window, make sure Delimited is selected ad click Next

In the Step 2 of 3 window, uncheck Tab and check Space, so Space is the only one checked and click Next

Click Finish in the Step 3 of 3 window.
You will see your contact separated into two column like this:

Rename the column headers “First Name” and “Last Name”

Review the name columns to make sure everything is lined up correctly. Make corrections as necessary.

Save the excel file

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