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.
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:
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.
Once you’ve mapped your excel columns to the Constant Contact fields, click Continue