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| These instructions will guide you on exporting your contacts out of SME and importing them into Constant Contact
| | Hi high5software.com Webmaster! |
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| == Prepare your import file ==
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| <br>In SME, go to customer module
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| <br>click '''Search''' > '''Search Active Customers'''
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| <br>Make sure you have a column for Name, Email and Contact in your search window (Views > Add Remove Fields)
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| <br>Click '''Export''' > '''Export to Excel'''. Click OK to the path message.
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| <br>The contents of your search window will open in Excel.
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| <br>Filter your excel file as needed to get to your target list
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| <br>You will need to split the contact column into a first name and last name columns.
| | Hi high5software.com Owner, |
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| <br>Copy the contact column and paste it on the right, so it is the column furthest on the right
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| <br>click the column header for contacts to highlight the column
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| <br>Click '''Data''' > '''Text to Columns''' (image below)
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| <br>[[File:Data_TextToColumns.png]]
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| <br>In the convert Text to Columns Wizard - Step 1 of 3 window, make sure '''Delimited''' is selected ad click '''Next'''
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| <br>[[File:ConvertStep1of3.png]]
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| <br>In the Step 2 of 3 window, uncheck '''Tab''' and check '''Space''', so Space is the only one checked and click '''Next'''
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| <br>[[File:Convertstep2of3.png]]
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| <br> Click '''Finish''' in the Step 3 of 3 window.
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| <br>You will see your contact separated into two column like this:
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| <br>[[File:ContactsSplitIntoTwoColumns.png]]
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| <br>Rename the column headers “First Name” and “Last Name”
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| <br>[[File:ColumnHeadersRenamed.png]]
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| <br>Review the name columns to make sure everything is lined up correctly. Make corrections as necessary.
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| <br>Save the excel file
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| high5software.com
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| Hi high5software.com Administrator!, | |
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