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CSV Customer Marketing Upload: Column mapping - required fields & explanations

Created:   |   Updated:

ShippingEasy's Customer Marketing feature allows for you to upload your Customer information via CSV file. Learn more.

Use this guide to understand each field when creating and mapping your CSV file. Download a sample CSV file.

* Fields marked in red are required. First and Last Name fields are required if Full Name is not provided.

ShippingEasy Column

Column Definition

*Full Name Full name of Customer contact.
First Name First name of Customer contact. Only required if Full Name is not specified.
Last Name Last name of Customer contact. Only required if Full Name is not specified.
Company Company name of Customer contact.
Address Line 1 Street address of the Customer contact.
Address Line 2 Atl. Street address of the Customer contact.
City City of the Customer contact.
State/Province State or Province of the Customer contact. Standard abbreviations are recommended.
Country Country name for the Customer contact. If country is not specified, ShippingEasy will automatically assign United States.
Zip code Zip code of the Customer contact.
* Email Email address of Customer contact.
Phone Phone number of Customer contact.
Tags Assign data to Customer contact. Pipe "|" separated list. Ex: newsletter|referral

 


Related articles:

What is a CSV upload?
How to: Create a CSV file
How to: Merge multiple columns of data in Excel without losing any data
How to: Upload Customer Marketing information via a CSV file
CSV Customer Marketing Upload: Sample CSV file

If you have problems that require extra assistance, feel free to reach out to our team.

Anyone can post questions in the comments, to the left, and the ShippingEasy Customer Success team will gladly assist.


ShippingEasy accounts on a paid plan will find additional resources in the upper left corner in app.

1-512 | Email | Chat

Fully registered accounts may email, call, or chat with our team.
Trial accounts may email or call.

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