How to import recipients?
Importing from a CSV file is a two step process. First, you need to prepare and verify your CSV file. Next, simply choose your import file to perform the import.
1. Preparing your CSV file
Please ensure that your CSV is a valid CSV format. A good way to check is to import your file into Microsoft Excel and see if the data is as expected. This is also a good opportunity to do any massaging of the data, if you wish. The CSV file must contain a heading row. For example, here is a valid file with a single record:
Fullname, Fax, Company, Note
Sammy,(866) 654-6545, Recipient's company, Memo on cover page
Click here to download the sample file(contacts_demo.csv)...
2.Importing the CSV file
  • On Tools menu, click Import contacts...
  • Locate the CSV file you want to import, press Enter
  • The Import Recipients dialog box will be displayed, and give you statistics on how recipients were imported, then click Next button to continue
  • At last, click Next button to close the dialog box
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