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.

* 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.

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.

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