Uploading CMS customers to eCMS

From NewHaven Software Wiki

Contents 1 Overview 2 Setting up the mail list export in CMS 3 Running the mail list export 4 Importing the mail list file to eCMS

Overview

Currently customers are not automatically uploaded to your eCMS store the way that orders are downloaded. This article describes how to import CMS customers into your eCMS store for use with email blasts or other offers.

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.

Importing the mail list file to eCMS

1. Log into your eCMS admin and click through to your store.
2. Expand the Marketing menu and click on Email Campaigns.
3. Near the top of the page and second from the left, click on Email List Management.
4. The relevant section on this page is the second section from the bottom, Import New Email Addresses:
   • Browse for the file you just saved in the steps above.
   • Change Delimiter Type to Pipe.
   • Change the Customer Type drop-down to the customer group you want to import the new list to.
   • Enter your email address for notification that the import is complete.
   • The first checkbox (Update first name and last name for current customers ) will update name information if the system finds a match on the email address between the import file and your store's current customer list - check it if you want to update the name, otherwise duplicates will be discarded. The second checkbox (This is a complete list for the selected customer type (all others will be removed)) will remove all customers currently in the specified group, then import the list.
   • If you are importing a brand-new list of customers into a brand-new customer group, leave both boxes unchecked.
   • Click Import List.