Mike snyder: Created page with '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…'

2010-10-27T18:37:24Z

Created page with '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…'

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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==
# Log into your [https://ecms.commercev3.com/ShowView/login eCMS Admin].
# Open '''Marketing->Email Campaigns'''.
# Click the '''Email List Management''' link near the top of the page.
# 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.
# 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.
# To download this file, click the '''Download Marketing List''' link (second from the bottom).

==Editing the export file to match CMS==
# Open the marketing list CSV file in Excel by double-clicking on it.
# Delete these columns entirely (by right-clicking on the column letter and selecting Delete):
#* id
#* date
#* member
#* opt_out
# Delete the first row containing the column names (by right-clicking on the row number and selecting Delete).
# Save your changes.

== Importing the export file into CMS==
# Inside CMS, click on Customers->Mail List->Import Into Mail List.
# Browse for the file just downloaded in the top box. The file will be of type CSV (comma-separated values).
# 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'''.
# In the drop-down box, select your format from the list.
# Click '''Import Mail List'''.
# 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'''.

Download eCMS customers into CMS - Revision history

Mike snyder: Created page with '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…'