Difference between revisions of "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
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Hi high5software.com Webmaster!
  
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== Prepare your import file ==
 
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<br>In SME, go to customer module
 
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<br>click '''Search''' > '''Search Active Customers'''
 
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<br>Make sure you have a column for Name, Email and Contact in your search window (Views > Add Remove Fields)
 
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<br>Click '''Export''' > '''Export to Excel'''. Click OK to the path message.
 
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<br>The contents of your search window will open in Excel.
 
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<br>Filter your excel file as needed to get to your target list
 
  
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<br>You will need to split the contact column into a first name and last name columns.
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Hi high5software.com Owner,
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<br>Copy the contact column and paste it on the right, so it is the column furthest on the right
 
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<br>click the column header for contacts to highlight the column
 
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<br>Click '''Data''' > '''Text to Columns''' (image below)
 
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<br>[[File:Data_TextToColumns.png]]
 
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<br>In the convert Text to Columns Wizard - Step 1 of 3 window, make sure '''Delimited''' is selected ad click '''Next'''
 
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<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'''
 
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<br>[[File:Convertstep2of3.png]]
 
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<br> Click '''Finish''' in the Step 3 of 3 window.
 
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<br>You will see your contact separated into two column like this:
 
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<br>[[File:ContactsSplitIntoTwoColumns.png]]
 
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<br>Rename the column headers “First Name” and “Last Name”
 
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<br>[[File:ColumnHeadersRenamed.png]]
 
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<br>Review the name columns to make sure everything is lined up correctly. Make corrections as necessary.
 
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<br>Save the excel file
 
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high5software.com
 
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Hi high5software.com Administrator!,
 
  
 
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Latest revision as of 13:35, 25 April 2024

Hi high5software.com Webmaster!


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