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How to import recipients? |
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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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