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- The file should be in CSV format with a designated field separator*;
- The information in each field (e.g. name, last name, email address, etc.) should not contain any quotes or other characters that might be interpreted as separators by the system;
- Each field should not contain more than one e-mail address, or mobile number, or other data specific to that field;
- Phone numbers should be written as a series of figures, without any spaces or hyphens;
- When mapping the fields, map the mobile phone field to "Mobile";
- Each field should be filled, without leaving empty rows or columns (and we recommend not importing too many fields);
- Each row should have the same number of fields, and with the data in the same order (e.g. five fields for each row, containing email address, mobile number, name, last name and city, always in this order);
- It is better to have the e-mail address or the mobile number in the first field;
- On Step 2 (Next) of the import Wizard, assign groups (if any),
- On Step 2 (Next) of the import Wizard, choose the reading data options (field separator,) subscription status and replace new groups (if any.)
- On Step 3 (Next) Click on Import and in the case below, click Ignore first row.
If you follow these steps, the file will be successfully imported, even if some of the fields happen to be empty (i.e. the mobile phone number is not available for some of the records).
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Click Extract Emails button, and all emails in the text will be extracted and ready for import!
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.
After uploading your file on the import page you are taken to the second stage of the import process. Go to the Advanced drop-down and select from the various options.
- Uncheck the box if you do not want empty fields to override any existing recipient data in the system. By default, If import field is empty, the system automatically overwrites any existing data. Therefore, be sure the box is checked . So, if this box is not checked, all existing data in the imported fields will be erasedif you want to keep existing data!
- If you are using a CSV file, choose the field separator. (For more details, see CSV File import above.)
- Choose the mobile number format correctly.
- 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.
- Choose the subscription preference. (Remember, all imports default to the "Subscribed" status.)
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