Support – import CSV

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Import recipients

Prepare CSV document

  1. Go to Recipient page (Manage -> Recipients)
  2. Click '+ Upload CSV' link button.
  3. Download a sample csv file and open it (sample_recipient_list.csv)
  4. Add your recipient information.

CSV document image

* All columns in the sample file must be present. Unit_Floor, Buzzer_Code, Phone, and Phone_Extension are optional columns that can contain blank values.  Province values may also be left blank for countries outside Canada and the United States.

* Please ensure to use the two letter code for the Country_Code column.

Upload and import

  1. Go back to Machool app and upload the csv file by selecting a file or simply drag and drop the file in the gray area.
  2. Click “Import” on the bottom right.

Import csv file screen

Check status

  1. When import is completed, status is displayed.
    • Success - import successfully
    • Skipped - import skipped due to duplications with your recipients
    • Error - import failed due to missing headers or invalid characters
  2. Click to download and see all “Skipped” and “Error” recipients, and try again if necessary.

import csv status screen

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