Manage Contacts with CSV Files

ShippingEasy Content Team

Updated September 11, 2023 15:36

Customer Marketing Contacts

This feature is available to Customer Marketing subscribers.

ShippingEasy's Customer Marketing solution is a great way to organize and stay in touch with your customers.

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

Preparing 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.

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.

Once the spreadsheet is complete, do not forget to save it in CSV format.

Customer CSV File Size

The file must be below 3 MB in size.

Required Fields for Contact CSV File

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

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

Required Fields

Fields marked with an asterisk * are required. First and Last Name fields are required if a 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 Name	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 the country is not specified, ShippingEasy will automatically assign the United States.
Zipcode	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.

Uploading a Contact CSV File | How To

Click on the MARKETING in the navigation bar, and select CONTACTS from the drop-down menu.
Click on the +Add Customers button at the top of the page and select Upload Contacts (.csv).
Select Browse to locate the CSV file on your computer. Click Upload once your file has been added.
Click on Map Fields.
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". Required fields are indicated by an asterisk (*). You can then match as many fields as desired to help you identify and segment customers.

As a final step in uploading your file, you will be asked to verify any addresses included. Verifying addresses when saving them can save you time later when processing shipments. If you would like to skip this step, check the box to Skip Address Verification.

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.
Click Continue once you are done.
Click Ready once your CSV file has finished processing.
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 X on the right end of each row.
- Skip Address Verification for individual addresses: Check the box under Skip Address Verification.
- 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 READY button again.
Click the Complete Upload button once you are done.

Exporting a Contact CSV File | How To

Downloading your customer contact information into a CSV file helps to organize your customer contact information.

You can use the Export feature to create a CSV file to keep records of your contacts and buyers. Or, use it as a running start when updating your Customers in ShippingEasy.

You can export Contact data from the CONTACTS tab or from the LISTS tab.

To export your Contact data to a CSV file from the CONTACTS page

Decide if you want to download all Contacts or just some. If you wish to download only some Contacts, use the filters to narrow the list to those you wish to download. Learn more about filtering Contacts.
Click on the Actions button and select Export Contacts.
Click OK on the popup that appears to allow ShippingEasy to send the CSV file by email.

You will see an alert at the top of your page with a message confirming that the download is in progress. When ready, the file will be sent to the email address for the user login.

You will be sent an email with the link to a CSV with your contacts' information as soon as it is generated.

To export your Contact data to a CSV file from the LISTS page:

Click on the "Lists" tab on the CONTACTS Page:
Select the list you would like to export contacts from.
Select the contacts you would like to export. You can either check the top box to select all or click the individual contacts you would like to export.
Click the Action button and select Export Contacts.
Click OK on the popup that appears to allow ShippingEasy to send the CSV file by email.

You will see an alert at the top of your page with a message confirming that the download is in progress. When ready, the file will be sent to the email address for the user login.

You will be sent an email with the link to a CSV with your contacts' information as soon as it is generated.

Comments

when I receive an email with a link to an exported CSV it does not work

Roy Brown
July 12, 2023 12:31

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