Manually export a customer list out of QuickBooks to import into Constant Contact

Manually create an Excel spreadsheet of customers to export out of QuickBooks and import into Constant Contact

If you manage your contacts in QuickBooks, you can bring your customer list into Constant Contact by downloading an Excel spreadsheet (XLS). The following steps are for QuickBooks Online's 2019 version. Keep in mind that there are several different versions of QuickBooks and there are different packages available. If you're having trouble exporting your contacts, please see QuickBooks support.

1. From the Dashboard, click Sales > Customers.
   
   
    
2. Select the customers you want to export.
3. Click Export to Excel and save your file.
   
   
    

Once you've created your file, it's time to make sure the data is formatted correctly. There are a couple of columns that are exported from QuickBooks that don't match the standard contact headings in Constant Contact. For example, QuickBooks uses a "Customer" column to store first and last names. In Constant Contact, first names and last names need to be separated into different columns.

• If there are unmatched columns that you don't need, you can delete them before you import the file into Constant Contact.
• If there are unmatched columns that you want to keep, you can create a "Custom Field" during the import process, or you can create the custom fields ahead of time to make your import seamless.

When you're ready, it's time to upload your spreadsheet into your Constant Contact account so you can start sending your emails and newsletters to your QuickBooks contacts.

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