Getting Your Customer Orders into EllieMD Insights
For the Customers tab (Customer Pro and Director Pro): export your customer Order History from Trinity, upload it once, then just add the current month going forward. Takes about 2 minutes.
What You'll Need
- Access to your Trinity account
- Your EllieMD Insights login
- About 2 minutes
Looking for the genealogy import instead (Director Pro downline dashboard)? That's the Genealogy Import Guide.
Log in to Trinity and open Order History
Sign in at partner.elliemd.com, then go to My Activity → Order History. (Same site as your genealogy report — but a different report.)
Change Order Type to "Customer"
This is the step everyone misses: the report defaults to Personal, which pulls your own orders. Switch Order Type to Customer so you get your customers' orders instead.
Set the date range
First time: set the start date to 1/1/2025 (or your earliest month) through today, so your full history loads in one shot.
Every time after: just leave it on the current month. The Customers tab remembers everything you've already imported and simply adds the new orders — nothing gets overwritten.
Refresh, then Download
Click Refresh to run the report, then Download to save the CSV to your Downloads folder.
Open the Customers tab
Log in to your EllieMD Insights dashboard. On Customer Pro you'll land on the Customers tab automatically; on Director Pro click Customers in the top navigation.
Import your orders CSV
Click Import orders and choose the CSV you just downloaded. You'll see a confirmation of how many orders came in and how many were new.
Review your reach-out queue
Your customer list builds instantly: who's due for a reorder, who's gone quiet, loyalty badges, and AI-suggested opening lines you can edit before sending. Your notes, VIP flags, and "contacted" checkmarks stay saved across every import.
Download the contact template
In the Customers tab, click Contact template to get a blank CSV with the right columns: Customer ID, Name, Email, Phone, Notes, VIP.
Fill it in and import
Add the emails and phone numbers you have (tip: you can paste the Customer ID and Name columns straight from your Trinity Lead + Customer List export), then click Import contacts. Everyone you import shows up — whether or not they've ordered yet.
You're all set!
Your Customers tab now knows exactly who to reach out to and when. Import the current month's orders once a month (or whenever you like) to keep it fresh — everything you've saved carries forward.
Stuck somewhere? Hop into the dashboard or head back to the overview.