Importing Client data from BIRT to Constant Contact

Khrisna Murphy

Select BIRT Reports from the Engage homepage
Select Client Information Report (c) from the list
Select Chapter and Click OK to generate the report
Click the Export Data icon on the top left
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
Click OK and Save File on your computer.

Log in to Constant Contact at https://login.constantcontact.com/
Click Contacts from the top menu (top left)
Click Add Contacts and select Upload from file
Browse your computer for the file, click Open and follow the prompts
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.

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