How do I Import my Shift4Shop Store's Mailing List to Constant Contact?

You can easily use your store's existing export function to create a CSV file of your customer records and upload it to your Constant Contact account.

Generating your Customer Record CSV File

From your Shift4Shop Online Store Manager:

1. Go to Customers > Customer List.

2. Once there, look to the top right of the page and click on the Export/Import button.

3. On the left side of the Export/Import page, click on the + Icon for "Customers."

4. Followed by the Export Data link.

5. Save the file to your desktop.

Editing the CSV File

The customer record CSV contains a large amount of customer information that Constant Contact will not utilize. Therefore, your next step will be to edit the CSV file to remove these unnecessary columns.

1. Open the CSV file in a spreadsheet program like Microsoft Excel

2. Edit the file to remove all of the columns except for the following:

• billing_firstname
  Constant Contact will use this as their First Name field.

• billing_lastname
  Constant Contact will use this as their Last Name field.

• email
  Constant Contact will use this as their Email field.

3. Save your CSV file after making your changes.

Your advanced CSV file is now ready to import to Constant Contact. During the import process on your Constant Contact account, you will match these fields with their respective equivalents on Constant Contact.

Uploading the CSV file to Constant Contact

You will now upload your CSV file to Constant Contact. During the upload process, you will be prompted to match your CSV columns with their Constant Contact field names.

1. Log into your Constant Contact account.

2. Click on the Contacts tab.

3. Click on the Create New button and enter a name for your new mailing list.

4. Click on the Join my Mailing List Form followed by Save.

5. Now click Add Contact.

6. In your Lists section, check the name of the list you created and click Next.

7. Mark the Import Contacts From a File checkbox and click Next.

8. Browse to your saved CSV file and click Next.

9. Mark the four confirmation checkboxes and click Next.

10. You will now see a listing of your imported data fields and options to select an applicable label for each.

11. After you've completed the above step, click on Start Import.

Your import will then begin.