Note: To import data from MailChimp, read our guide here.
While we automatically import customer and subscriber data from your eCommerce store, if you have email records in other software which you would like to use in Pathfinder, you'll need to bring them in manually.
This process has three simple steps.
1 - Export Data
Your first task is to export the data out of your previous email system.
The data should be exported in CSV format and include all of the fields/data you want to bring into Pathfinder.
We suggest speaking to your previous email provider or reviewing their support documentation, if you need help with the export.
2 - Review the File
Once, the file is exported, you should check that there are headers in the first row, and that one of the columns contains the email address, as this is the only Pathfinder mandatory field.
- Be careful that once the file is reviewed, it is not re-saved in an incompatible format. Some programs are great to view CSV, but can corrupt the format when saving changes.
- The Pathfinder CSV import page provides a list of valid field headings you can use in the file, based on your account. The headings can appear in any order. See step 3 for how to get to the CSV import page.
- If you have any custom fields setup, these will also be displayed in your list of valid field headings. Not all fields need to be present for the import to work, but the email field is required.
3 - Import the CSV file
To import your contacts, go to the Pathfinder CSV Import Contacts page as illustrated below.
You'll then be prompted to upload the CSV file. To select the file, please use the Choose File button, and then to upload and import the file press the Import File button.
At the end of the process, you should see the following success message, confirming that your contacts have been uploaded to Pathfinder.
If you are having problems with your import, we recommend validating your file here.In the case of an error, you will be notified via the following error message.
If you are unable to solve this on your own, please contact our support team and they will be happy to help.