Mailchimp

Mailchimp to Google Sheets: Query from Mailchimp into Google Sheets or Post data from Google Sheets into Mailchimp using Sheet Director.

What is Sheet Director?

Sheet Director is a G Suite add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho,PayPal etc.


It is available in the G Suite Marketplace and Chrome Web Store. Please check Installation instructions to install the add-on.

What is Mailchimp?

Mailchimp is an all-in-one marketing platform that helps you manage and talk to your clients, customers, and other interested parties. Our approach to marketing focuses on healthy contact management practices, beautifully designed campaigns, and powerful data analysis

Mailchimp to Google Sheets: Use Case(s)

> Pull all data from Mailchimp objects and store it into a spreadsheet.

> Push all data from spreadsheet to Mailchimp.EngageBay to Google Sheet

Mailchimp

Sheet Director

Google Sheets

Setting up Mailchimp in Sheet Director

Choose App and Service:

  • Select Mailchimp from the list of applications.

  • Select service.

Mailchimp Configuration

  • Click on connect to Mailchimp to connect to Mailchimp so that you can pull data.


Where can you find your Data Center ?

  • Data Center is the subdomain

  • You can see the Data Center in the url, once you have logged in

https://{datacenter}.admin.mailchimp.com

Mailchimp to Google Sheet - Query

  • If Mailchimp is connected successfully the following screen appears.

  • Mention the Data Center

  • Select the list.

  • Select the Fields required.

  • Select the maximum result that is required.


Destination Settings:

  • Select the required destination Sheet. (or)

  • Create a new sheet by clicking the add icon.

  • Mention the starting cell.

  • Switch on include header if required.

  • Switch on clear sheet before execution to clear the existing sheet data.

Scheduler Settings:

  • Switch on Run automatically to execute services automatically in background.

Notification Settings:

  • Switch on Notify on Execution if notification email needs to be send during execution.

  • Click on Setup Email Template and customize the email as required.

  • Click on Pick Drive Files to attach files from Drive to email.

  • Switch on Add attachments from Google Sheets to add attachments from Google sheets.

  • Select the required sheet tab.

  • Select Full Sheet or Range.

  • If range is selected select the required range.

  • Switch on Attach PDF to attach the sheet tab as PDF.

  • Click on execute to pull the data into sheet

  • Click save to save the service

Sample Output

Google Sheet to Mailchimp - Post

  • Enter the Data Center

  • Select the list

Entity

  • Select the entity object that you need to post to

Apply Template

  • If you need a demo template sheet to be added click on Apply Template

Source Sheet

  • Choose the sheet that contains post records.

  • Enter the Start at cell value

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)

  • Select the Status column

  • If status column is not there, simply click the +button to add the status header on your sheet

  • Select the Result column

  • If result column is not there, simply click the +button to add the result header on your sheet


Mapping

  • After selecting the entity it will ask for intelligent mapping

  • If you need to do intelligent mapping click on yes

  • Intelligent mapping will map the matching fields automatically

  • You can do manual mapping by selecting Column drop down

  • You can delete the field by click on delete icon on top of each filed map

  • You can't delete mandatory* fields

  • Click on execute will ask for confirmation

  • Click save to save the service

  • It will show number of records ready to post.

  • Click post now to post the records on Mailchimp.

Sample Output

It will show the counts of number of records posted successfully and failed to post