Exporting contacts or leads to MailChimp


Exporting contacts or leads to MailChimp will add new subscribers to your selected list or update existing subscribers with your CRM information when they have a matching email address. You can export a single record when viewing a contact or lead or export multiple records from a list view.

A couple of things to note before you begin exporting:

  • You will need at least one list in MailChimp. If you haven't already done so, be sure to set one up before you try to export.
  • Only contacts or leads with valid email addresses can be exported to MailChimp.

To export an individual contact or lead to MailChimp:

  1. Open the lead or contact. You can check if the lead or contact is already in MailChimp by viewing the MailChimp subtab. If no MailChimp lists or metrics appear, this means a matching email address was not found in MailChimp.
  2. Click the Actions menu.
  3. Select Export to MailChimp.
  4. Select the MailChimp list to export to. MailChimp can display up 200 lists in Insightly.
  5. Select the MailChimp segment to export to, if any. (Only static segments may be selected.)
  6. Map Insightly fields to MailChimp fields by selecting matches from the dropdown lists. Field types must match (for example, you can only map number fields to numeric fields).
    MC_exportfields1.png
  7. Click the Export button.

Insightly will send you an email when the export is complete.

To export a list of contacts or leads:

  1. Go to the Contacts or Leads page. You might want create a custom filter to view only records that meet certain criteria.
  2. Click the checkboxes next to the records you'd like to export.
  3. Click More > Export to MailChimp in the bulk editing options.
  4. Select the MailChimp list to export to. MailChimp can display up 200 lists in Insightly.
  5. Select the MailChimp segment to export to, if any. (Only static segments may be selected.)
  6. Map Insightly fields to MailChimp fields by selecting matches from the dropdown lists. Field types must match (for example, you can only map number fields to numeric fields).
    MC_exportfields1.png
  7. Click the Export button.

Insightly will send you an email when your export is complete. The email will list successfully exported records as well as any records that were not exported.

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