Import recipients

Simplify your shipping process by importing recipient information in bulk into your Machool account. Follow our guide to get started.

Prepare CSV document

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

All columns in the sample file must be present. Attention_to, Unit_Floor, Buzzer_Code, Phone, Phone_Extension and Email are optional columns that can contain blank values. Province values may also be left blank for countries outside Canada and the United States. Phone values must not contain country calling codes (e.g. +1 for North America).

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

Upload and import

  1. Go back to the Machool app and upload the CSV file by selecting a file, or simply drag and drop the file into the grey area.
  2. Click Import at the bottom right.
CSV upload window in the Machool app
CSV upload window

Check status

  1. When the import is completed, a status is displayed.
    • Success — imported successfully
    • Skipped — import skipped due to duplications with your recipients
    • Error — import failed due to missing headers or invalid characters
  2. Click Download to download and see all “Skipped” and “Error” recipients, and try again if necessary.
CSV import result showing success, skipped and error counts
CSV import result
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