Uploading Customer Email Lists to 360

You can easily upload a list of customer contact information to Edelweiss360. This is generally most relevant for those stores who either do not track customer information and purchases in their POS system, or for those stores who do not use a POS system that is compatible with 360.

The general idea is that you’ll create a spreadsheet from your customer contact list, whether you keep that in your email program, Constant Contact, MailChimp, within your POS system, etc. (xlsx or csv files only!) Once you’ve exported your contact list from where you store it, just open up Edelweiss360 and go here:

In the screen that comes up, you can either drag and drop that file or search your computer for it.

 

As the text in that image states, if you’re uploading a new file, 360 will not overwrite existing customers entries, but will simply add new customers to the list. Once you find your file and select to upload it, 360 will allow you to name (or even skip) each column so you don’t have to worry about matching a template. It’s so easy!

So, if your file has columns that are not relevant to 360, you can select the Skip option for that column and it will be ignored during the final upload. The only required field is Email. 

Note that the very top row of your spreadsheet cannot contain blank fields!

Note, also, that you can choose to either Tag all the customers in this file upload or to add them all to a specific category or department list. See details here about using Tags and the various ways to share titles with your customers in 360 here. Adding these elements will allow you to share more targeted emails. You can add these elements later on as well.

Once you’re ready, just click the Upload button. Your list will be uploaded into Edelweiss360 and you’ll be able to send your customers emails right away!