Importing Spreadsheets into PromoSuite Mail

1. Go to Tools > Import Listeners
   
2. Click on Create New Subscription & in the pop-up type the name you want to upload this list under.  Or, you can choose an existing list in the Subscription dropdown to add to that list.
3. Click on Choose File & find your .CSV file to upload.
4. If your spreadsheet has headers in the first row, you can check the box which will attempt to automatically assign the field to upload.
   
5. Click Upload
6. The import utility will then go through each column for you to assign a field.  If your spreadsheet has extra columns that cannot be imported, you can click the Skip button to ignore that column.
   
7. Once you have assigned all columns, click the Save button.
8. You will receive an email notification once the import is completed.
9. If you need to see a history of your imports, you can go to Tools > Import History.  The # Warnings will show you how many records did not import certain fields & give the reason why.  The # Failed will show you the number of records that could not be imported at all & the reason why.
10. Once the import is completed, if this is a new Subscription List, you will need to save it as a Segment.
    1. Go to Tools > Database Query.
    2. In the Contest/Registration dropdown, select the name of the Subscription List you created in Step 2 & click on View Results.
    3. Once the list populates, then click on Save Segment & give the Segment a name (it can be the same name as you gave the Subscription List).
    4. You will now see that Segment available in the To dropdown when creating a new email.

Common troubleshooting before importing your spreadsheet.

• It must be a .CSV file, no other file types (e.g. .XLSX) can be used.
• The minimum required fields to import are First Name, Last Name, & Email Address

• Do a search/replace for any commas that could be in a field.  Extra commas can cause that row to fail to import entirely.
• Delete any extra columns beforehand to avoid having to skip those columns & any potential confusion
• With phone numbers, remove any leading 1s & make sure there are only 10 digits in the field.  Any more/less than 10 digits & the field for that record will be skipped (if there are no other issues with that row, the rest of the data will be imported).
• Columns that can be imported are below:
  • First Name
    Last Name
    Birth Date
    Email
    Gender
    Mobile Phone
    Twitter Handle
    Social Security
    Driver License #
    Home Address
    Apartment
    Home City
    Home State
    Home ZIP
    Home County
    Home Country
    Home Phone
    Marital Status
    Anniversary Date
    Education
    Household Income
    Ethnicity
    # Kids
    Fax
    Business Name
    Business Title
    Business Address
    Business Address 2
    Business City
    Business State
    Business ZIP
    Business County
    Business Country
    Business Phone
    Extension