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The Import function allows you to import a variety of formats: manually, copy/paste email,

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  • importing an Excel file
  • importing an XML file
  • using copy and paste text into MailUp, and have the system automatically detect and extract email addresses and mobile phone numbers
  • using one of the integrations with external systems available.

To get started, select Recipients > Import in the left-side navigation.

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Info
titleImportant things to remember

Here are some guidelines:

  1. The file should be in CSV format with a designated field separator*;
  2. 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;
  3. Each field should not contain more than one e-mail address, or mobile number, or other data specific to that field;
  4. Phone numbers should be written as a series of figures, without any spaces or hyphens;
  5. When mapping the fields, map the mobile phone field to "Mobile";
  6. Each field should be filled, without leaving empty rows or columns (and we recommend not importing too many fields);
  7. 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);
  8. It is better to have the e-mail address or the mobile number in the first field;
  9. On Step 2 (Next) of the import Wizard, assign groups (if any),
  10. On Step 2 (Next) of the import Wizard, choose the reading data options (field separator,) subscription status and replace new groups (if any.)
  11. 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).
* Here is an example of a csv.file shown on Notepad. The comma is the "field separator."
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Import an Excel file

(from KB: http://support.mailup.com/KB/a542/how-to-import-an-excel-file-into-mailup.aspx)
Before importing into MailUp, be sure to configure your Excel file to have:

  • 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.

 

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  1. Click on the browse button to locate your Excel file and click on Upload. You should see that your file has been selected.
  2. Choose to assign the list of contacts from your Excel file into an existing Group in MailUp or create a new Group.
  3. Click on the "Next" button to continue.
  4. 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.
  5. 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.

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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!

 

Copy/Paste Email and SMS

These formats allow you to extract emails and mobile numbers and import them. Just copy and paste the text from any document and the data will be automatically extracted.

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Click Extract Emails button, and all emails in the text will be extracted and ready for import!

 

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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:

Reading and data management options

  • If import field is empty, the system automatically overwrites any existing data. Therefore, be sure the box is checked if you want to keep existing data!
  • Choose the mobile number format correctly.

Subscription status and group assignment options

  • 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.)

Import as Pending

  • 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.
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titleImport as Pending Guide
Go to the step-by-step guide on How to Send a Subscription Confirmation Request
  1. All recipients are imported as Subscribed unless you select a different option during the import process.

  2. Existing recipients - matched based on their email or mobile phone number - will be updated (duplicates are never created); the subscription status will not be updated; duplicates will automatically be removed.

  3. Use the Advanced Import Options during the import process to change these default settings.


    Note:

    The Subscription status and group assignment options section of the Advanced options

    overrides any previously recorded

    overwrites the current subscription status (i.e. Subscribed, Pending, or Unsubscribed). It is therefore strongly recommended to read the

    advimpAdvanced Import section.

Add individual recipient

You can add a new individual recipient to a List easily by first selecting the List > Recipient > Import and clicking on the Add Recipient icon. From there data can be entered in the fields. Inputting data to all the fields is not required but recommended to allow for highly targeted messaging.  To add fields, go to Settings > Account Settings > Recipient fields.

Import CSV/Text file

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  1. Advanced Import section before using this feature.