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How to: Upload Customer Marketing information via a CSV file

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ShippingEasy's Customer Management solution is a great way to keep track of and stay in touch with your customers. Learn more about Customer Management.

As ShippingEasy identifies new buyers from your orders, these will be automatically saved to your CUSTOMERS page. If you also have past or potential buyers you wish to email, those can be added by uploading them via CSV file.

How to: Prepare a Customer Marketing CSV file for upload to ShippingEasy

We recommend you open and review the file in a spreadsheet program, such as Microsoft Excel, Numbers for Mac, or LibreOffice Calc. This way you can check that you have all the required data and make any necessary edits.

TIP: if you're new to CSV files, check out these articles.

Keep in mind that each Customer record must include the Customer Name and Email address in order to be included in your Customer Marketing list.

These articles will help you prepare your file:

Once the spreadsheet is complete, don't forget to save it in CSV format. Learn more.

How to: Upload a CSV file of Customer contacts to your Customer Marketing list

Once your CSV file is ready to go, it's time to upload it to ShippingEasy.

  1. Click on the MARKETING tab in the blue navigation menu bar, and select CUSTOMER LISTS from the drop down menu.Marketing_-_Customer_List__short_.png

  2. Click the Upload Customers link at the top of the page, just beneath the Send Email button.upload_customers.PNG

  3. Click Browse to locate the CSV file on your computer.
    NOTE: the file must be a CSV (e.g. "addresses.csv") and no larger than 3MB.


  4. Choose the file and select Open.

  5. Click the Upload file button.

  6. The next page will ask you to match your CSV fields (source columns), to the ShippingEasy fields. Select a field from each drop down menu in the "Source Column" that best matches the field in the "ShippingEasy Column". Match as many fields as desired, especially those required as indicated by an asterisk (*). The fields include:
    • * Name (Full Name)
    • * First Name (Only required if Full Name is not specified)
    • * Last Name (Only required if Full Name is not specified)
    • Company
    • Address Line 1
    • Address Line 2
    • City
    • State/Province (Abbreviations must be UPPERCASE letters only)
    • Country (If country is not specified, we will automatically assign United States)
    • Zip Code
    • * Email (Required for Customer Marketing)
    • Phone Number
    • Tags

  7. As a final step in uploading your file, you'll be asked to verify any addresses included. Verifying addresses when saving them can save you time later when processing shipments.
    NOTE: if you would like to skip this step, check the box to Skip Address Verification.
    Upload_field_matching_page_-_Skip_Address_Verification_check_box.png

     

  8. If you plan to match another .csv file with the same column headings in the future, give these settings a name in the Save these settings for future imports as: field.


  9. Click Continue.


  10. Once the file has been uploaded, it will be displayed in the UPLOAD CUSTOMERS page in the "Current Uploads" tab. Click READY to review your uploaded file and correct any address verification errors (if you opted to do this).


  11. Any invalid entries will appear at the top of the list. There are three options available when managing invalid addresses:
    • Remove the line:

      Remove any address from the upload by clicking the Remove_button.png on the right end of each row.Customer_contact_upload_-_Remove_address_button.png

       

    • Skip Address Verification for individual addresses:

      Check the box under Skip Address Verification.
      Customer_info_upload_-_Skip_Address_Verification_half_size.png

      NOTE: if you opt out of verification for individual addresses, you will not be prompted to correct the address later, when shipping to that address. Shipping to an address that cannot be verified assumes risk of non-delivery.

       

    • Skip Address Verification for all addresses:

      If you did not elect to skip address verification using the tick-box at the bottom of the field matching page, and you would now like to skip validation for all addresses, click the link to Reprocess & Skip Verification. This will take you back to the UPLOAD CUSTOMERS page where you will see the green READY button again. 
      Upload_-_Reprocess___Skip_Verification_link.png

      NOTE: If you choose to skip verification for all addresses, and later use these addresses to create manual orders, you will still be alerted to the unverified addresses in the app. Learn more about address alerts.
      If you skip validation individually, you will no longer see the red alert triangle in the app (as you already chose once).

       

  12. When you are satisfied, click the Complete Upload button.

The contact information will now be available in ShippingEasy.

  • If you included email address information, the customer will be added to the CUSTOMERS page.
  • If you included the address information, it will appear on the CUSTOMER ADDRESSES page.

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