Uploading Contacts from M1 Solutions into Constant Contact
When needing to import your contacts into an external application to send out email, eNewsletters, or even Surveys you will need to be able to export files from the M1 Solutions Software into a CSV (Comma Separated Value) file. Below are the instructions to do just that. Also, this article shows you simply, how to import this contact file into Constant Contact, as well.
Exporting Contacts from the M1 Solutions Software
Log into the M1 Solutions Software...
From the Tree View:
- Expand the Category Reports
- Select Reports
- Select the corresponding report, either (25) Owner List or (26) Resident List
- Choose the Status of "Active" from the drop down list
- Click Search
- Then, Click Export
Note: Save the file to your desktop for easy access to upload it to Constant Contact
Upload your Contact File into Constant Contact
Log into Constant Contact...
- Click on Contacts
- Select Add Contacts
- Select Upload from file from the drop down list
- Select Choose File, then follow the prompts
You can now create a new list or add to an existing list