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Overview

The Import function allows you to import a variety of formats:

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Import an Excel file

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Setting up the MS Excel file for importing

Before importing into MailUp, be sure to configure your Excel file to have:

• All the data in one worksheet (one single sheet). 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.

Other suggestions to properly set up your MS Excel file before importing:

• Remove all worksheets except the one that you are importing
• Empty rows can create a problem. A quick way to remove them is to simply sort the records. To do so, select all rows by clicking on the top-left tile in the worksheet and by pressing the A-Z sorting button in the Data toolbar.
• It’s a good idea to remove all formatting before importing an Excel spreadsheet (e.g. in the screenshot above, there are some email links that should be removed). To do so, select all rows by clicking in the top-left tile and then select “Home > Clear > Clear Formats”
• If your worksheet contains a lot of columns, and there are columns that you do not need to import, remove them

Importing the Excel file in MailUp

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:

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The option to Import as Pending and send confirmation request email allows you to import recipients as Pending. Once you send out the confirmation request email (see section below), those recipients who chose to subscribe to your email communications will become Subscribed. This option overwrites any previously recorded subscription status (Subscribed or Unsubscribed).

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