If you've been using Customer Fields for a while and have only just enabled the integration with the Happy Birthday app, then you may wish to import your existing customers from Customer Fields into Happy Birthday.
Why would I want to do this?
Importing your Customer Fields customers with Birthdates into Happy Birthday means that they will be added to your Birthday Club. The Happy Birthday app will then be able to schedule and send out a Birthday email to those customers with an automatically generated discount code each calendar year.
How do I set this up?
The first thing you need to do is Export only those customers with Birthdates from your Customer Fields account.
Export your Customers from Customer Fields
Go to Customer Fields > Customers:
Click on + Add filter and select the data column you are using to collect Birthdates. Select the condition has any value and click on Done:
The customers view will retrieve only those customers that have a value within your chosen Birthdate data column. To check this, click on the columns icon to the top right of the returned customer list:
Select the data column used to store customer birthdates (in this example, it is called Date of Birth) as well as making sure that First name, Last name and Email are the only other data columns selected:
Click on the Done button and your customers view should display the returned customer list with only those data columns:
TIP: You can save this segment in Customer Fields should you wish to use it again:
Now you have a list of your Customers with Birthdays, it's time to export them.
At the top of the screen, select the Export link:
Make sure that the FROM option is set to Current filter
Make sure that the INCLUDE option is set to Selected data columns:
Click on the Export button and you will see a notification that your export will be delivered to the email associated with your Customer Fields account:
Check your email
Go to the associated email account and find the email from Helium. Click on the View export button in that email.
You will be taken into your Customer Fields Account where you can then download the CSV file:
That's all you need to do in the Customer Fields app!
Importing your customers into Happy Birthday
Log in to the Happy Birthday app form your Shopify store and visit the Customers view.
Click on the Data Import & Export button:
Select the Import customer data button:
Click on the Choose file button and then select the CSV file that you downloaded from Customer Fields:
Once selected, click on Upload data file. The file will then be uploaded and you will be able to start mapping the fields from the CSV to the required fields for a data import:
The mappings from the Customer Fields CSV to the required Happy Birthday fields should be straightforward to work out.
Please ensure that you select the Date format yyyy-mm-dd whihc is the format of date within the Customer Fields export.
Once you have mapped the fields, you should see the first record from the CSV file appear in the Preview panel to the right of the Settings.
When all of the fields look to be mapped correctly, click on the Process data file button:
It will take a short while to import the customers into the Happy Birthday app, but you will see a notification informing you that the customers have been imported.
Imported contacts into the Happy Birthday app will state that they were captured via an Import:
Your Customer Fields customers have now been added into your Birthday Club!
Need any help?
If you need any help importing your Customer Fields customers into Happy Birthday, then please do get in touch and we'll be happy to help!