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Import an Excel file
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- All the data in one worksheet. MailUp will automatically import the worksheet based on alphabetic order (not according to the sequence in the file. For example, if you have two worksheets in your file, the first named Volunteers and the second named Committee Members, MailUp will choose the worksheet named Committee Members.) To rename the worksheet, right click on it and select "Rename."
- The first row of your worksheet can have any value, such as the names of each column. How you order your columns in Excel is not important for the import. As we will see, during the import you can choose not to import the first row.
- Excel file not to exceed 10MB. If the Excel file that you are trying to import is bigger than 10 MB, the system may not be able to process it via the Web-based import procedure. In this case, consider reducing the file size by deleting any columns or data not strictly necessary for your email marketing campaigns. If you need to import a vast amount of data, you may choose instead an FTP-based import method.
In your MailUp platform, go to Recipients > Import and click on the "XLS" format icon. This method supports both past versions of Excel 97-2003 (i.e. .xls files) and current Excel versions 2007 and 2010 (i.e .xlsx files). Next, follow these steps:
- Click on the browse button to locate your Excel file and click on Upload. You should see that your file has been selected.
- Choose to assign the list of contacts from your Excel file into an existing Group in MailUp or create a new Group.
- Click on the "Next" button to continue.
- Now, you can map the columns of your Excel file to match the MailUp fields. You must match the fields in order for the data to be imported correctly. For example, the first column in my Excel file has email addresses, so I need to choose from the drop down tab Email.
- Continue mapping all your columns and once you are done click on Import, and in this case also select Ignore First Row.
The system will import your Excel file and show you the status of the import.
For large Excel files, the import process may take a few minutes. During this time, you can perform any other task and even log-out. The import process will continue until completed!
Advanced Import Options
The Advanced section on the Import page is a crucial step in the import process. It ensures your file is read properly upon import and allows you to choose the subscription preference.
When importing a file, go to Recipients > Import, click on file format. On the import page, upload your file and click the Next button. Go After uploading your file on the import page you are taken to the second stage of the import process. to the Advanced dropdown and select from the various options.
- 1) Check the box if you want empty fields to override any existing recipient data in the system. If this box is not checked, all existing data in the imported fields will be erased!
- 2) The field separator is the text (comma, semi-colon, etc.) that separates the fields when translating from chart form to text. For excel, this automatically translates. For CSV files, however, you need to choose the correct field separator. To find your field separator, open your csv file into a text editor like Notepad or Wordpad.
- 3) Choose the mobile number format correctly.
- 4) Select "Replace Current Group Assignments" when exporting existing recipients from MailUp and re-importing them. All previous group assignments will be erased and replaced with new groups assigned in the import process.
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- Choose the subscription preference. (Remember, all imports default to the "Subscribed" status.)
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When importing new recipients, it is recommend to mark their status as "pending" and send each a confirmation opt in message. This will ensures a clean list for optimum deliverability (i.e. fewer bounces, spam complaints.)  |
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