Importing Client data from BIRT to Constant Contact

Download the data from BIRT

1. Select BIRT Reports from the Engage homepage 
2. Select Client Information Report (c) from the list
   
3. Select Chapter and Click OK to generate the report
4. Click the Export Data icon on the top left 
   
   
                                                                         
   
   
   
   
5. From the Available Columns, select the items you’d like to export e.g. FullName, Email, Phone, Street, City, State, Zip, Business Name. Click the add button and these items will be placed in the Selected Columns
   
                                                                              
   
   
   
   
   
   
6. Click OK and Save File on your computer.

Uploading to Constant Contact

1. Log in to Constant Contact at https://login.constantcontact.com/
2. Click Contacts from the top menu (top left)
3. Click Add Contacts and select Upload from file  
   
   
   
   
4. Browse your computer for the file, click Open and follow the prompts
5. On Step 3, click Upload and the file will be uploaded. Due to SCORE's commitment to permission-based marketing, please add any contacts from BIRT into a dedicated list with the Create a new list function. They should not be added to the general chapter list without explicit permission.