As explained in the section describing Configuration, to set up an automatic import procedure in MailUp the following details have to be agreed with our support team
- Credentials to access the shared FTP repository
- File name
- How often and at what time of day to schedule the import
- Incremental or full import
- Correspondence between fields in the file and personal data fields in the MailUp console, and correct mapping
- Possible requirements on fields format (e.g. fixed length)
- Destination list (if not specified in the file)
- Destination group (optional, if not specified in the file)
- Opt-in and opt-out settings
- Channels (emails and/or text messages)
- Precautions to avoid any modification of the file during import
- Procedures for checking the accuracy of the import process
Configuration is usually agreed by means of a sample file that the customer sends to the MailUp support team.