The SugarCRM Community is now "read-only" to prepare for the SugarClub launch on August 3. Please visit
Announcing SugarClub - Are you in? for more information.
I want to import a csv database to send out a marketing email to. I know how to import the csv file but not sure how to then populate a target list from it. I think I need to create a report to use as the target data?
You can first import the CSV into a module. For target lists, best bet is either the Target, Accounts, Contacts, or Leads module. Then create a report as shown here. Finally, follow the steps here to import the report into the target list.
One thing I can add to Jason's response - if you import the list into the Targets module, at the end of the usual import process the results screen will include an option to add them directly to a target list, allowing you to skip the step of creating a report. So, if you don't have a reason you need to import into one of the other modules Jason referenced, you can save yourself a little time by importing the list into Targets.
Retrieving data ...