Upload Contacts - Customer Marketing

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

  1. Click on the MARKETING in the navigation bar, and select CONTACTS from the drop-down menu.

    Navigation bar Marketing Contacts dropdown
  2. Click on the +Add Customers button at the top of the page and select Upload Contacts (.csv).

    MKTG_AddContacts_MRK.png
    MKTG_AddContacts_CSV_MRK.png
  3. Select Browse to locate the CSV file on your computer. Click Upload once your file has been added.

    Upload customers, browse and upload marked
  4. Click on Map Fields.

    MKTG_Customer_Upload_MAP_MRK.png
  5. 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.

    MKTG_Customer_Column_Mapping.png

    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.

  6. Click Continue once you are done.

  7. Click Ready once your CSV file has finished processing.

    MKTG_Customer_Upload_Ready_MRK.png
  8. 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.

  9. Click the Complete Upload button once you are done.

    MKTG_Complete_Upload_MRK.png

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