Importing Recipients from an External File

To add recipients by importing from an external file:

1. From the Groups Window, right click the group name on the list and select Import from the pop-up menu (see Figure 16)
OR
Click the group name and select Import from the pane on the left side of the screen. The Import Recipients dialog box displays (see Figure 17).

Figure 16: Using the Group Pop-Up Menu.

 

Figure 17: Importing Recipients.

 

2. Click File Import and click OK. The File Import dialog box prompts for the location of the source file (see Figure 18).

Figure 18: Specifying the Location of the Source File.

 

3. Click Select. A dialog box prompts for selection of the source file (see Figure 19).

Figure 19: Selecting the Source File.

 

4. Locate the file on your computer and click Open.

5. Click Next. GroupMail opens the file and determines the number of fields separated by commas. The File Import dialog box displays the file configuration and prompts for modification of the file’s data layout (see Figure 20). Modify this information only if it is not correct.

Figure 20: Identifying the Source File Data Layout.

 

Note: Only the Email address is extracted from the data source if the file type is not CSV.

6. Click Next. The File Import dialog box prompts for the name of the group where the recipients are to be stored (see Figure 21).

Figure 21: Selecting the Destination Group.

 

7. Select the destination group from the drop-down list
OR
Click the button to the right of the drop-down list to create a new group (Refer to Creating a New Group for information).

8. Click Check for Duplicates to prevent duplicate addresses in the source list from being imported.

9. Click Update Recipient Details if already present to overwrite any existing information for recipients.

10. Click Next. The File Import dialog box prompts for mapping of the source file’s fields to the group’s fields (see Figure 22).

Figure 22: Mapping Source Fields.

 

11. Click the Imported Fields column for the appropriate fields in the database and select the CSV file’s fields from the drop-down list.

12. Click Next. The File Import dialog box prompts to start the import (see Figure 23).

Figure 23: Starting the File Import.

 

13. Click Start to import the data. GroupMail displays the results of the import (see
Figure 24).

Figure 24: Results of the File Import.

 

14. Click the Click here link for the log file to view it. Click the Click here link for the New Import to import another file.

15. Click Close to complete the import.