Automatic imports

A connection is a platform you’ve authorized XOXO to import from. You set one up from Import on the Audience page, under Automatic imports. Each platform has its own rules for who qualifies, covered in what each platform brings.

Connect a platform

1. Open Audience.
2. Select Import.
3. Choose the platform under Automatic imports.
4. Approve the connection on that platform. You’ll land back in XOXO when it’s done.
5. Match each platform detail to a field.
6. Optional: choose tags.
7. Select Start importing.

Shopify and Wix start with an app install, so choosing one of them sends you to install XOXO there first. The install brings you back to XOXO to finish setup.

Start importing kicks off a first import that brings over everyone who already qualifies. After that, people arrive as they qualify on the platform. Addresses XOXO skips covers who’s left out.

If your account has more records than one import can bring in, the import stops and says so. Export your list from the platform and import it as a CSV instead.

What each platform brings

Every connection brings the email address. The rest arrives only if you map it to a field of the same type: a date into a date field, a number into a number field. The mapping shows each side’s type, and Edit fields adds a field without losing your place.

Big Cartel

• Who’s imported: buyers whose most recent order opted into marketing.
• Fields you can map: full name, total spent, orders count, and last order.
• Opt-outs: not reported, so someone who leaves stays until you delete them.

Gumroad

• Who’s imported: buyers who haven’t unsubscribed from your Gumroad emails.
• Fields you can map: full name, total spent, orders count, and last order.
• Opt-outs: not reported on their own. XOXO checks a buyer’s choice whenever they buy, refund, or open a dispute, and removes them if they’ve unsubscribed.
• Email address: the buyer’s account email, which can differ from the one they typed at checkout.

Patreon

• Who’s imported: members who share their email address with you.
• Fields you can map: full name, total spent, subscription status, and subscription started.
• Opt-outs: not reported, but subscription status stays current. A group filtered on it shows who’s still a member.

Shopify

• Who’s imported: customers who accept email marketing at checkout.
• Fields you can map: full name, total spent, and orders count. There’s no last order date, since XOXO asks Shopify only for customers, not orders.
• Opt-outs: reported, so XOXO removes anyone who withdraws consent or asks for their data to be deleted.

Squarespace

• Who’s imported: contacts who opted into email marketing.
• Fields you can map: full name, total spent, orders count, and last order.
• Opt-outs: reported, so XOXO removes anyone who withdraws consent.
• Sites: one connection covers one site, so connect again for another.

Wix

• Who’s imported: contacts who opted into email marketing.
• Fields you can map: full name, total spent, orders count, and last order.
• Opt-outs: reported, so XOXO removes anyone who withdraws consent.

Edit a connection

Tags you choose during setup apply to everyone the connection adds. You can change the fields and tags later.

1. Open Audience, then select Import.
2. Select the connection under Active connections, then select Edit.
3. Change the fields or tags.
4. Choose whether the changes apply to Only new subscribers or New and existing subscribers.
5. Select Save.

Fields and tags you remove stay on the subscribers who already have them.

Find subscribers from a connection

Filter your audience by Connection to find the people one connection brought in or updated, or by Source set to Connection for everyone who first arrived through any connection, and save either as a group. Source records how someone first reached your audience, so a person you imported from a file keeps that source even when a connection later updates them.

Disconnect a platform

1. Open Audience, then select Import.
2. Select the connection’s actions menu.
3. Select Disconnect.
4. Select Disconnect again to confirm.

Subscribers the connection already added keep their tags and field values. Shopify and Wix leave the XOXO app installed on their side, so uninstall it there too if you want the connection gone completely.

Reauthorize a connection

Connections can expire or be revoked. When that happens the connection shows Needs authorizing and stops adding people, and XOXO emails the account owner.

1. Open Audience, then select Import.
2. Select the connection under Active connections.
3. Select Authorize and the platform’s name (for example, Authorize Shopify).
4. Approve the connection on the platform again.