Importing Member Data to Mailchimp

Memb.rs

Export Members Data From Memb.rs

 

In Memb.rs, in the main members list, use the export options to export your member data.

Typically the Members - Summary export option is the most appropriate.

 

 

 

Edit the spreadsheet so that you have at least the following fields as row headers and the member data listed below, a separate row per member:

• Member ID
• First name
• Surname (rename to Last Name to match Mailchimp)
• Email

Additional fields can be imported, which are:

• Title
• Address

 

Mailchimp

Update Audience fields and *|MERGE|* tags

On the Audience page:

https://us3.admin.mailchimp.com/audience/contacts/

Select Settings and choose Audience fields and *|MERGE|* tags

Add a new field for Member ID

• Press Create a new field button at the top
• Choose Text
• Field label and type as Member ID
• In the Put this tab in your content column add MEMBERID

It should look like the screenshot below:

To add the members address use the following:

Import Memb.rs Member Data To Mailchimp

 

Go to Contacts

 

https://us17.admin.mailchimp.com/audience/contacts/

 

At the top right click Add contacts and then Import contacts

 

Select Upload a file and press continue

 

Either Browse or drag and drop the CSV file with member data

 

Press Continue to organize

 

Select your audience (you can typically leave this as default)

 

Tick or untick the Update any existing contacts, depending on your requirements

 

On the Tag your contacts page, leave as default and press Continue to match

 

 

On the Match column labels to contact information page will be shown similar to below:

 

 

On each column header click the pencil icon, this will allow you to specify what the column data matches in Mailchimp, such as first name.

 

 

 

NOTE: Only those fields offered by Mailchimp will be synchronised, so if you create another custom field then those won't be synchronised from Memb.rs.

 

Once complete press Continue to Subscribe

 

On the Subscribe contacts to marketing select the email marketing status that matches your requirements.

 

Press the Finalize Import button to finish.

 

 

Synchronisation With Memb.rs

 

Synchronisation from Memb.rs to Mailchimp occurs when the following happens:

 

• An individual member record is updated (either in the admin portal or members area)
• A segment is created or updated.

 

To manually synchronise your current Segments as Tags in Mailchimp, you can go to the Manage segments page

 

On each Segment you wish to update press the Sync button

 

 

Repeat this for each segment as required.

 

Then to sync Memb.rs Segments to Mailchimp tags just update or create a segment and it will sync.

 

Notes

• This integration only syncs from Memb.rs to Mailchimp, not the other way.
• If a tag exists in Mailchimp, then that matching Segment will not be synchronised, in this case you can rename the Segment in Memb.rs to a unique name, which will be synchronised.
• A new member will be added to Mailchimp automatically when created if they are active and have an email address.