Migrating GrazeCart Data into Drip
If you are using the Drip + GrazeCart integration, the point at which a customer creates
an account on your GrazeCart website opens many doors to more personalized,
segmented, effective marketing.
Listed below are the steps you’ll need to take to connect Grazecart and Drip so that all
data is exchanged seamlessly as new accounts are created, new purchases are made and
website visits happen.
In addition, I’ll show you how to export your existing customers and their data out of
GrazeCart and import it into Drip.
Step 1 - Connecting Drip + GrazeCart
- Log in to your Drip account. If you do not yet have a Drip account you can start
with a free trial.
- Once logged in, click on the ‘...’ in the top right corner of your Drip dashboard
and click User Settings.
- Scroll down to find your API token and copy the entire contents of that field to
- Log in to your GrazeCart admin panel and click on the Apps menu > Install Drip
- Once Drip is installed, you can then enter your API token under the authentication tab.
Now all customer data will be freely exchanged between the two platforms. But to complete
on your GrazeCart site.
- Navigate back to your Drip account, click on the ‘...’ on the top right corner of
your dashboard, and select Account.
- Click on Site Setup on the left-hand side menu.
- Navigate back to your GrazeCart site and click on the Settings menu.
the ‘Footer Scripts’ area.
- Click Save.
which allows you to identify site visitors, use trigger links, and more as outlined in this
Drip help article.
Step 3 - Import Existing Customer Data into Drip
The integration between Drip and GrazeCart only adds new activity into Drip. It does
not look back and pull previous orders or the entire customer database. But, here are
the steps you can take to import it:
- Navigate to the admin side of your GrazeCart website and click on the Settings
menu, then select the Customers icon.
- Scroll to the bottom of that page to the ‘Export Format’ section, select Drip from
the drop-down menu, and hit Save.
- Next, click on the People menu on your GrazeCart site and then click on the
‘Filter Customer’ option is located on the top left of the customer list.
- Make no adjustments to the Filter option, like the (screenshot below):
- Click the Download icon to the immediate left of the Filter button. This will
generate a .CSV file to your Downloads folder that contains all the customers in
your GrazeCart database.
- Open the .CSV file
- The column headers (across the top) on the .CSV file are exported with a name
format that matches how these fields are added to subscriber records as part of
the integration. Under no circumstance should any of these header fields be
changed (i.e., first_name, schedule_id, fulfillment_name, postal_code). DO
NOT remain or change the case on these fields at all.
- Save this file off to your computer, naming with the date you exported it. (i.e.
- Log into your Drip account and click on the People menu at the top left then Bulk Operations (See below).
- Then, Click on the New Bulk Operation Button, and then Select Upload a List of
People and hit “Begin.”
- On the next screen, select the file you just saved to your computer for upload.
- Then you’ll see this Import preview screen:
- Leave the “Treat the first row in your file as headers” radio button toggled to On.
Do not change it, but notice above the names that headers are correct. These
headers will become custom fields for each person’s subscriber record in Drip.
Lastly, Click Next.
- On the next page, you have the opportunity to start automation in Drip or apply some segmentation. The only thing I recommend that you do is select Apply a Tag from the drop-down menu and type in a tag name like GrazeCart Import-Date of Import. That way you’ll always be able to identify this list of people. This is a habit I recommend you repeat with any future imports. Here’s an example:
- Hit Next and proceed to the final screen where you will complete the import by
immediately importing or scheduling at a later time. Just choose Immediately.
After a few minutes, all of your customers from GrazeCart, and their data, will be in
Drip. You’ll be able to use that information to send specific Deadline reminders based
on schedule_id, pickup name, fulfillment_id, etc. in your newsletter among other
Finally, here are a few final notes on common questions & mistakes we encounter with email marketing integrations.
- You can also migrate subscribers from old email service providers (ESPs) like
MailChimp, ConstantContact, etc., and you should, and then close them down.
- Using two Email Service Providers is strongly discouraged.
- ***Critically Important*** Just keep in mind that if you import a different .CSV
file with the same headers fields that you’ve already imported for a subscriber,
you will OVERWRITE AND DELETE information in the custom field assigned
to that header. So, if you uploaded your GrazeCart file which has first_name
filled with a name (i.e., Stephanie) and you import a new file that also has a
first_name header it will overwrite whatever is already in Drip with what is on
the new file even if that field is empty in the new file.
- We would recommend simply uploading the email address column from your old
ESP. So, you would be uploading a CSV file with only 1 total column with a
header field at the top that you must title email. (NOTHING different...not
Email, not email address, not email_address). Lastly, at the point, you can add
automation along with your import similar to when we added “GrazeCart Import
- Date” above. You will want to select “Set a Custom field value’ from the drop-down menu and then choose to set the newsletter_recipient field to Yes. This will add a person to your newsletter and matches the field that comes across withGrazeCart.
- Drip support is a great service with online chat to answer specific questions about
migrating from other ESPs