FAQ/Managing Recipients

How to import data

CleverReach Support
posted this on January 26, 2010 17:08

Import your recipient data easily and fast from .CSV or .TXT format files. Duplicate or faulty addresses will be filtered out automatically.

Data can also be added or updated by "Copy & Paste" or automatically at regular intervals by entering a URL or by FTP.

You can export your data at any time.

Import Excel files

  1. Open your Excel files
  2. Select File ยป Save as
  3. Choose file type CSV (Comma-separated) (*.csv)
  4. Click Save and confirm the message that follows

Now you can easily import your CSV file.
Go to a recipient group and click Import/Export.

 

import.png

Click Upload file, select your file and click Continue.
The next step is assigning your data fields. Assign the data fields from your CSV file to the fields of your recipient group.
You have to assign at least the e-mail address.

The data fields for your recipient group are shown on the left side. Choose from the Drop-down list next to each item what data should be assigned to each field. If your file doesn't contain any data for a field, you can enter an alternative value which will be added for every recipient.

assignfields.png

Now you can decide what to do with the import data.
Select from the following options:

Add
New data will be added. Existing datasets will not be modified.

Update & Add
New data will be added and existing data modified.

Deactivate
The datasets will be deactivated. Nonexisting datasets will be imported as deactivated.

Replace
Existing datasets will be completely deleted. All datasets from the new list will be added.

Delete
All datasets from the file will be removed from the recipient group.

 
Topic is closed for comments