La-Z-Boy Columbus Client Portal

CRM to Mailchimp Integration

Upload customer data from your CRM to automatically sync with Mailchimp

Total Contacts
0

Synced to Mailchimp

Total Syncs
0

CSV uploads processed

Last Sync
Never

No syncs yet

Weekly Reminder
Every Monday

Upload fresh CRM export

Upload CRM Export
Export customer data from your CRM as CSV and upload it here. The system will automatically sync new contacts to Mailchimp.

Click to upload CSV or ZIP files

Upload CSV directly or ZIP file containing CSV export from your CRM

Required: Email | Optional: First Name, Last Name, Phone, SMS Opt-In

Sync History
View all previous CSV uploads and sync results

No sync history yet. Upload your first CSV file to get started.

How to Use
  1. Export from CRM: Export your customer data from your proprietary CRM system as a CSV file. Include columns for Email (required), First Name, Last Name, Phone, and SMS Opt-In status.
  2. Upload CSV: Click the upload button above and select your CSV file. The system will automatically parse and validate the data.
  3. Automatic Sync: The system will check each email against existing Mailchimp subscribers, add new contacts, and update existing ones if data has changed.
  4. Review Results: After processing, you'll see a summary showing how many contacts were added, updated, or skipped (duplicates).
  5. Weekly Workflow: Repeat this process weekly by exporting fresh data from your CRM. The system tracks all synced contacts to prevent duplicates.

CSV Format Example:

Email,First Name,Last Name,Phone,SMS Opt-In
[email protected],John,Doe,555-1234,Yes
[email protected],Jane,Smith,555-5678,No