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Exporting Emails from the Directory
Exporting Emails from the Directory

Understanding how to export emails from the Directory and touching on how to import to Mailchimp

Lisa Machin avatar
Written by Lisa Machin
Updated over 2 years ago

You can export your email lists from the Solomon Directory which is great for reporting purposes, as well as being able to import emails into Mailchimp.

How can I Export Email Addresses to a CSV?

You can export the email list from the Business or the People table.

  1. Scroll to the bottom of the page

  2. Click on Export Email List

  3. This will open a CSV file that you can save to your desktop

Exporting Business emails and People emails together as one list

In the Businesses table, select Export Email List for the option to add all emails from the People table too.

  • select include all active People in the database
    (i.e. those not connected to a Business.)

  • Or if you just want to export the business emails - do not select the toggle

    Email addresses for all active Businesses, and only the People linked to them, will be included in this process.
    โ€‹

Can I export filtered data?

Yes, when you choose to export emails just make sure you click on 'Export Filtered'

Read more about Filtered Data Exports here
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How do I get contacts into Mailchimp?

There is an in-depth article on this here but for a brief explanation please see below:

Connect your Mailchimp account by logging in to your account through Solomon.

  • Click Login, this will open Mailchimp and ask you to Log in to authorise your Mailchimp account to get Solomon Mail Chimp Integration.

  • Click allow

  • You will get a notification 'You are now logged in to Mailchimp. Please close this window to continue'

To manually update your Mailchimp audiences please follow these instructions:

  1. In Mailchimp navigate to the Audience tab.

  2. Click Manage Audience

  3. Select Import Contacts

  4. Select CSV or tab-delimited text file

  5. Continue to setup >

  6. Browse to locate the file you wish to upload - this must be the Email Export CSV

  7. Continue to Match >

  8. Skip any columns that do not match or edit the column name if the column is required.

  9. You also have the option to skip all unmatched columns.

  10. Continue to Organise >

  11. Choose the status of the imported contacts

  12. Click update existing contacts

  13. Continue to Review >

  14. Import

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