Uploading Reports in Mailchimp

Team SWIFT

Intro to Mailchimp

Mailchimp is a wonderful tool for communicating with your team. The best part....once set up, it's EASY!


Below is the basics on downloading and uploading the reports from your backoffice to create a list in Mailchimp.


You get to these by clicking Organization and they appear on the left side.

Backoffice Report - Team Email Report

Team Email Report

For this one I go to the bottom and where it says "Page Size 20" I change that to the number that shows on the far right and click change. It will be the number of people you have on your team. (photo below)


After you change it, go to the top right of the form.

Put your cursor over "Export" "Export CSV" "Export All CSV" and click.


This file will be downloaded as a CSV file so it can be directly uploaded to Mailchimp.

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Backoffice Report - Team Report

Team Report

On the left side of the report you click Export. This will download onto your computer. Make sure you know where your downloads go so you can find it when you upload.


This is downloaded as an EXCEL file so I always do a "save as" and change it to a CSV before uploading.

Creating Your List

After making your account with Mailchimp you can go ahead and "Create A List".


You do this by clicking Lists on the left side of your screen.

Follow the prompts.


After this is done you will want to make your "List Fields". (See 2nd Photo)


  • Pulldown "Settings" and Choose "List Fields and Merge Files"
  • My "Field Labels" are as follows:
  1. Email Address
  2. Name
  3. Rep #
  4. Mentor
  5. Phone
  6. State
  7. Join Date
  8. City
  9. Zip
  10. Rank
  11. Address 1
  12. Address 2


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Uploading Your Reports

Click on Lists - Remember you are adding both spreadsheets to the SAME list.


Click the list name of the list you want to upload to.

Click Import

Click Upload From File

Under Upload File - Click Browse - Locate your file

MAKE SURE YOU ALWAYS CLICK "Auto-Update My Existing List"


Clicking this is when you assign the columns in your list to the List Fields that you made.


I upload Team Email Report first....ALWAYS.

When I auto-update, I match these fields. Remember to use the pull down and click okay. For the ones you don't want to match, you just click skip.


  1. Rep #
  2. Name
  3. Leg
  4. Rank
  5. Skip Full Address
  6. Address 1
  7. Address 2
  8. City
  9. State
  10. Zip
  11. Email Address
  12. Phone


Click Done.


Go back to the list after it's done uploading and do it all again.

This time you are uploading the Team Report. Remember, when you initially download it, it's in Excel....you MUST do a save as to make it a CSV file.


So follow the same steps as above.

When I auto-update, I match these fields.

Remember to use the pull down and click okay. For the ones you don't want to match, you just click skip.


  1. Email
  2. Join Date
  3. Mentor