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Importing Marketing Campaign From Successware


This tutorial will give you the steps to export your marketing campaigns from Successware and then import them into StudioCloud. 

How to Export The Marketing Campaign from Successware

Please note, no client or employee information is included in the CSV file so there is no way to match up clients and employees with an event.

  1. Open Successware
  2. Go to the Success Tracking
  3. Under Report go to the file menu option "Inquiry Sales Report"
  4. Click the "All Inquires" button
  5. Change the List by to "Marketing Strategy"
  6. Click Ok
  7. Click the "Export" button
  8. Save the exported file

How to Import The Marketing Campaign Information from Successware

Note: StudioCloud does not provide support for the import process below unless you pay for Studiocloud to import the data for you. The following blog post explains why.

  1. Open and login to StudioCloud
  2. Go to the Clients Component
  3. Click the Marketing Campaign
  4. Click the Import Options followed by the menu item "Import Marketing Options"
  5. In the Import Marketing Campaigns window select the import options followed by the menu item "Import From Successware File"
  6. Find the successware exported file
  7. Click Open
  8. Click the Save button