Download eCMS customers into CMS

From NewHaven Software Wiki

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Current revision as of 18:37, 27 October 2010

The steps below outline how to export a list of one or more customer groups from your eCMS store into a text file (which can then be imported into CMS as new or updated customers).

Creating the eCMS customer export

1. Log into your eCMS Admin.
2. Open Marketing->Email Campaigns.
3. Click the Email List Management link near the top of the page.
4. In the Exporting Marketing List section in the middle of the page:
   • Enter a date range when the customers were added to the group(s), if applicable, or leave these boxes blank to collect all customer records from the groups.
   • In the Customer Type box, select the group you want to export. [Shift]-click to select more than one customer group - if a customer is in multiple groups, they will still only appear once in the export file.
   • Change the Name Column drop-down to Two Columns to match CMS's data format.
   • Check the Include customer address and information box.
   • Click Export List just below the checkboxes.
5. The next page begins with You have created a list with the following attributes:, and shows your selected parameters and number of names in the list immediately below.
6. To download this file, click the Download Marketing List link (second from the bottom).

Editing the export file to match CMS

1. Open the marketing list CSV file in Excel by double-clicking on it.
2. Delete these columns entirely (by right-clicking on the column letter and selecting Delete):
   • id
   • date
   • member
   • opt_out
3. Delete the first row containing the column names (by right-clicking on the row number and selecting Delete).
4. Save your changes.

Importing the export file into CMS

1. Inside CMS, click on Customers->Mail List->Import Into Mail List.
2. Browse for the file just downloaded in the top box. The file will be of type CSV (comma-separated values).
3. Click the Define New Format button.
   • At the top of the form, give the list a name (eCMS Customer Import for example).
   • Click Yes to confirm that commas are used to separate one field from the next.
   • Click Yes again to confirm that the file uses Carriage Returns to separate one record (customer) from the next.
   • When Field # is set to 1; CMS should change the drop-down below to Name, First.
   • Click the up arrow to change Field # to 2; and select Name, Last from the drop-down if that isn't already selected.
   • Click the up arrow to change Field # to 3; CMS should change the drop-down below to E-Mail Address.
   • Click the up arrow to change Field # to 4, and select Company Name from the drop-down.
   • Click the up arrow to change Field # to 5, and select Title/Position from the drop-down.
   • Click the up arrow to change Field # to 6, and select Address 3 from the drop-down if that isn't already selected.
   • Click the up arrow to change Field # to 7, and select Address 2 from the drop-down if that isn't already selected.
   • Click the up arrow to change Field # to 8, and select City from the drop-down.
   • Click on the up arrow to change Field # to 9; CMS should change the drop-down below to State.
   • Click on the up arrow to change Field # to 10; CMS should change the drop-down below to Zip.
   • Click on the up arrow to change Field # to 11, and select Country from the drop-down.
   • Click on the up arrow to change Field # to 12; CMS should change the drop-down below to Phone, Home. If this should represent a business, fax, or mobile number instead, change the drop-down to the correct type.
   • Click Save.
4. In the drop-down box, select your format from the list.
5. Click Import Mail List.
6. This brings up a verification screen. Click through the customer records to check them for errors, and when you have corrected any errors, click Do Batch Import.