Importing from a File (CSV, Tab-Delimited)

To create a Mailing List using a file (CSV, Tab-Delimited) as the source, click the New List button at the top of the Mailing List Manager. Give your new Mailing List a name (required) and description (optional), and click Next to continue.

You will then be brought to the list of sources for your Mailing List:

Select Import from File (CSV, Tab Delimited) from the list, and click Next to continue. You will then be asked to browse for the source CSV/Tab Delimited File:

Click the Browse button to display the Open File dialog box:

Browse to the folder in which your source file is located. Select your source file and click Open. You will now see the source file name:

If this is not the correct source file, click the Browse button again to select a different source file. If this is the correct source file, click Next to continue.

This will bring you to the Field Mapping menu.

Here, you can review the fields that OfficeReady 4.0 Platinum has mapped based on the information in the file. You can also make any necessary field mapping changes. As you can see above, the visible fields are mapped correctly. However, if you need to change the field mapped to a particular column, click the drop-down menu at the top of the desired column. This will show a list of all fields. Choose the correct field to map to the current column:

In some cases, a column of information in a CSV may have a header that OfficeReady 4.0 Platinum does not recognize. In this case, the column will be mapped with <Ignore>.

In other cases, a column of information in a CSV may have a header that is incorrectly mapped.

If either of these occur, simply select what the column should be to correctly map that field to the column.

Once you have confirmed that all fields are mapped correctly, click the Next button to continue. You will now see a list of all contacts in the source file.

All contacts with a check box selected will be imported, and all contacts with a check box cleared will not be imported. To select all contacts, select the Select All check box at the bottom left of the menu. To deselect all contacts, clear the Select All check box.

After you have selected all of the contacts you wish to import, click Next to continue.

Your import is complete. You will now be returned to the Mailing List Manager, with your new Mailing List available for use.