Integrate with MailChimp

Purpose: The integration to MailChimp will allow you to create lists within MailChimp to send bulk emails to. This can be used for many different purposes.

Please note:

  • If you are on a free MailChimp plan, this only allows for 2000 subscribers across all lists and the export will stop processing until you upgrade to a paid plan.
  • You may need to use filters on the report to limit the data you want to send.

Setting up the integration

  1. Profile icon > Settings > Integrations > Advertising > MailChimp

  2. MailChimp > Profile icon > Account & billing > Extras > API keys > Create A Key > Name Key > Generate Key > Copy To Clipboard > Commusoft > Paste API Key


Exporting a report to Mailchimp

  • Reporting > Customer/Jobs > Export > Please choose > Customer/Contact > Export