EMMA: How to Format/Import Zuppler

  1. Go to http://reports.zuppler.com/restaurants
    1. UN: [email protected]
    2. PW: zuppleruser
  2. Search for the Business (you will need to open each location for multi location businesses)
  3. IMPORTANT: Wait for the data to fully load – Sometimes this can take a minute (You will know when it is loaded when you can scroll down and see pie charts)
  4. Scroll down to the section titled “Top Buyers” and click “Download last 6 months data”
  5. Open the excel file and reformat for Emma Import
    1. First-name (you will need to break the first and last names into two columns)
    2. Last-name (you will need to break the first and last names into two columns)
    3. Email
    4. Phone
    5. Zuppler-Acquisition (please use the last order date for this column) *if this acquisition does not exist – please go into your contact fields and create one using the date picker field*
    6. If it is a multi location business you will need to add a column header of Primary-location and add the City, State format applicable.
  6. Import into Emma (make sure your source is TLS and your group is Zuppler) *if this group does not exist – please go into your groups and create one*

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