Exporting customer list from CMS

From NewHaven Software Wiki

Current revision as of 21:18, 19 March 2014

The steps below outline how to export a list of customer names and e-mail addresses from CMS into a simple text file. This file is perfectly suited for importing into eCMS.

Setting up the mail list export in CMS

1. Click Customers->Mail List->Export from Mail List.
2. Next to the Layout To Use drop-down box, click Setup.
   1. Give the layout a name.
   2. Immediately below, change the Record Separator to CR/LF.
   3. Change the Field Separator to a | character (the pipe: Shift-\).
   4. Click the Add Field button.
   5. Click the Field button just below, and select the First Name field.
   6. Repeat the 2 steps immediately above for the Last Name and Email Address fields.
   7. Click Save, then Close.
3. Select your new layout from the drop-down.
4. Choose a destination file named with a .txt extension.
5. Next to the Use Filter drop-down box, click the triple-dot button.
   1. Give the filter a name.
   2. Select the criteria you'd like to use in this filter.
   3. Click Save, then Close.

Running the mail list export

1. Select your new layout and filter from the drop-down menus.
2. Click Run Export.
3. A popup will tell you how many records were exported, and the file location as a reminder.