How to Export/Import Your SmartOffice Contacts...Visit: GOL and select MarketEDGE360 Email: [email protected] Call: 1.877.734.5321 How to Export/Import Your SmartOffice Contacts

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Visit: GOL and select MarketEDGE360 Email: [email protected] Call: 1.877.734.5321

The following pages outline the instructions for exporting a contact list from SmartOffice and subsequently importing into Guardian’s MarketEdge360 program. For additional information regarding creating and saving lists in SmartOffice for subsequent use in MarketEdge360, please contact Wes Dellinger at [email protected]. For questions regarding importing lists into MarketEdge360 and subsequent use, please contact MarketEdge360 Support at [email protected] or 1-877-734-5321.

How to Export/Import Your SmartOffice Contacts

To export a list of contacts from SmartOffice to MarketEdge, you must first access your contact list via a newly created MarketEdge export report in SmartOffice. To access the MarketEdge export reports, first click on Reports from the SmartOffice left-hand menubar. Once the Report dropdown menu is open, select Dynamic Reports: Once Dynamic Reports is selected, you will then see a search box. In the Repor tName field, type “ME” and click on Search.

mailto:[email protected]

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Once search results are returned, two separate “ME” reports will appear. Note, one report is for exporting contacts who have a valid preferred mailing address and another is for contacts who have a valid preferred email address:

To run a report and create an export file suitable for importing into MarketEdge360, check the desired report and then from the SmartOffice Menu button, select Run Excel Template (note, for future use, you can click and drag the Run Excel Template button and place it on the tool bar adjacent to the Menu button):

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Once “Run Excel Template” has been selected, the next screen to appear will offer “run time” filtering capabilities. To change the age range for this report, click on the current age range and change it to the desired range. Once you click on OK to run the report, SmartOffice will then begin the procedure of exporting the report to Excel. NOTE: If you receive an error or your SmartOffice does not export to Excel, this means you have not installed SmartOffice Utilities, which includes software to link SmartOffice to Excel. To install SmartOffice Utilities, from the left hand menu bar, select “Installations” from the “Setup” menu drop down. Then, select “SmartOffice Utilities”. Once SmartOffice Utilities has been installed, you will need to repeat the steps on the preceding pages.

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Excel will then open a customized export file. Click on the Prepare and Save File button, which will automatically save your export file to your computer’s C: drive:

Once the file saves, click Yes in the subsequent screen to close the Excel worksheet.

Once Excel opens, if you receive a Security Warning, select “Enable Macros”.

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(For questions regarding importing lists into MarketEdge360 and subsequent use, please contact MarketEdge360 Support at [email protected] or 1-877-734-5321.) Once logged into MarketEdge, select My Lists from the dropdown menu at the top:

In My Lists, select Upload A List in the top right of the screen:


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Select Upload A File and click Choose File, then locate your export file from SmartOffice, which will be located in your C: drive folder: (Note for lists you intend only to email, be sure to check the “List Use and Validation” button.)

Once your list has been uploaded, MarketEdge360 will immediately indicate to you any potential errors, missing data, etc., which may exist in your list. To view the details of errors, click on View Details and Save (if no errors are detected, click on Save):

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Once in the View Details screen, you may either Remove Records with Errors or individually Edit the errors to correct them. Errors will be notated by a red circle in the Info column. While in the View Details screen you may also add additional contacts and/or yourself to the recipient list:

Once you have finished editing your list, click Save and give your uploaded list a name:

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Your newly named list will now be available for use in MarketEdge360:

To use your newly uploaded list in a MarketEdge360 campaign, simply select it from the Recipient Selector stage of the MarketEdge360 ordering work flow:

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Current Compatibility of Office 365 with dmEdge5:

Use Office 365 application

System (Laptop/Desktop)

iPad Android Tablet

Receipt of email notifications

Outlook (OWA for iPad)

Compatible Compatible Compatible

Upload to dmEDGE5 from File

Word Office Compatible N/A Compatible

Excel Compatible N/A Compatible

PowerPoint Compatible N/A Compatible

Download from dmEDGE5 to File

Word Office Compatible N/A Compatible

Excel Compatible N/A Compatible

PowerPoint Compatible N/A Compatible

Uploading and downloading of files to/from the iPad is not possible. This is a device specific issue. Please see the following link for discussions: http://stackoverflow.com/questions/16623340/html-file-upload-form-does-not-work-with-ipad . Although the discussion points out that iOS6 supports the file input element, it was not possible to upload a file with iOS7. The recommended work around for the file upload issue is to take advantage of OneDrive for Business which is included with Office 365 (E3). If the user loads the desired files in to OneDrive for Business they may be retrieved from the iPad utilizing Excel.

http://stackoverflow.com/questions/16623340/html-file-upload-form-does-not-work-with-ipad

http://stackoverflow.com/questions/16623340/html-file-upload-form-does-not-work-with-ipad

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For questions regarding creating and exporting contact lists from SmartOffice to MarketEdge360, pleases contact Wes Dellinger at [email protected]. For questions regarding the use of lists in MarketEdge360, please contact MarketEdge360 Support at [email protected] or 1-877-734-5321.



Documents

How to Export/Import Your SmartOffice Contacts...Visit: GOL and select MarketEDGE360 Email: [email protected] Call: 1.877.734.5321 How to Export/Import Your SmartOffice Contacts