Differences

This shows you the differences between two versions of the page.

--- en:how_to_upload_addresses [2014/08/13 14:09] – created sl
+++ en:how_to_upload_addresses [2025/02/27 13:33] (current) – bk
@@ Line 1: / Line 1: @@
-====== How to import addresses (promio.mail.complete) ======
+====== How to import addresses? ======
-Address data can be added to the promio.mail system using the target-group import. After a successful import, these address data are available in promio.mail as a target group.
+Address data can be added to promio.connect using the address import. After a successful import, this address data is available in promio.connect as a target group.
 <WRAP round important>
-Only upload addresses from which you have an “Opt-in”. This means that the owners of the addresses have actively and knowingly allowed you to store and use the address and further personal data to contact them! In the event of complaints, in cases of doubt, you must be able to prove where and when you obtained the address.
+Only upload addresses from which you have an “opt-in”. This means that the owners of the addresses have actively and knowingly allowed you to store and use the address and further personal data to contact them! In the event of complaints and in cases of doubt, you must be able to prove where and when you obtained the address.
 </WRAP>
-=== Preparation ===
+Go to //Addresses > Lists// and select //import addresses// after clicking on the button on the bottom right. You may either upload the data directly from your PC, or you can store it at the SFTP server of your client and then upload it from there.
-Before address data can be imported into promio.mail, these must be stored as a csv or txt file in the FTP or SFTP folder of the current client (or alternatively the client which you logged into). The address data must be stored in the upload/manual (FTP) folder or the incoming/upload/manual (SFTP) folder.
+{{:en:addresses_lists_start_import.png?nolink&200|}}
-To import addresses, you will need an FTP client with which you can securely load data to our server. Filezilla is an example of a free client with which you can upload data straightforwardly. The access data for the FTP folder of your client will have been made available to you as arranged by promio.net.
-=== Import target group step 1 ===
+===== Import directly from PC =====
-{{:en:zielgruppenimportschritt_en.png?nolink|}}
+Click on //Choose file from PC//.
-For the first step of the address import, the directory containing the address file to be imported must first be selected. The file list then displays all available files. The sorting and sort order of this list can be adapted. The file to be imported must be marked by clicking on it, and the selection must be confirmed by clicking on OK. The import mode is a default.
+Pay attention to only uploading an error-free .csv file. If you want to personalize your address data, you can assign the data fields of promio.connect to the file’s columns. Your file should look like this or similar. Doublets will be filtered out, which means every address will only be uploaded once.
-=== Import target group step 2 ===
+{{:en:upload_adresses.png?nolink|}}
-{{:en:zielgruppenimportschritt2_en.png?nolink|}}
+==== Import settings ====
-The properties of the selected address file can be viewed in the upper part of the view, e.g. the file name, the row-count and column-count, as well as the delimiters between the individual columns. In the lower part, the column types defined in promio.mail, as well as a sample of the address file can be seen.
+{{:en:addresses_import_pc_menue.png?nolink&600|}}
-For the second step of the address import, all columns of the address file to be imported must be assigned to the data fields available in promio.mail. In other words, it must be decided which column of the csv contains the first name, for example, which column contains the post code, or the location etc. Only by doing this can the information for a personalised address in a mailing, for example, be correctly obtained in promio.mail.
+=== Preview address data ===
-Assign the columns **using drag & drop**, by dragging the individual column types into the respective unlabelled column heading in the sample. promio.mail automatically recognises individual columns – please check the accuracy of columns which have already been assigned. If a column has been assigned wrongly, you can remove this by clicking on the red cross.
+You can preview the address data to check the selected settings:  \\
-If all necessary columns have been assigned, the default settings can – if necessary – be further adapted under options. Here, settings such as the character set of the address file can be changed, and other optional settings can be made. Next, confirm the assigned columns and settings with OK.
+{{:en:addresses_import_pc_preview.png?nolink&550|}}
-The import process can take up to several minutes. The completion of the started job can be followed in the Job queue. After a successfully completed import, the imported address data are available as a target group in the target-group administration. This can be further edited or used for delivery.
+=== Automatic column assignment  ===
+When the column names exactly match the data field names, an automated assignment can be activated. \\
+=== Configuration ===
+{{:en:addresses_import_pc_settings.png?nolink&500|}}
+  * Charset: select between Latin or UTF-8
+  * Delimiter: select between semicolon, comma, and tab
+  * Write mode: „Update existing addresses, create new ones“, „Only new addresses“ or „Update only existing addresses“
+==== Checklist ====
+The checklist allows you to make sure that delimiters are selected, that at least one column of fields is assigned, and whether the correct write mode is configured. Afterwards, you can either start the import or discard it.
+{{:en:addresses_import_pc_checklist.png?nolink&300|}}
+===== Choose a file from SFTP =====
+==== Preparation ====
+Before address data can be imported to promio.connect a .csv or .txt file that has to be placed in the client’s SFTP folder incoming/upload/manual.
+In order to import addresses, **you need an SFTP client** from where you can upload the data securely. FileZilla, e.g., is a free and uncomplicated client that allows you to do so. The access data to the SFTP folder for your promio.connect client can be found at //Settings > SSH-Keys//.
+The following procedure is similar to when you import from your PC.
+The import process itself can take a few minutes. The status of the import job can be tracked at //Settings > Job queue//. When the import is successfully finished, the newly imported addresses are available as a new target group at //Addresses > Lists//. The list can be adjusted or used for a campaign.  \\ \\
 <WRAP round important>
-Keep in mind that email addresses with a false syntax will automatically be filtered out during the import. Internal duplicates within a file are also recognised. In other words, depending on the setting of the unique attribute of the current client (default: email; alternative: custID) only the first record will be imported if the csv file contains the same email address (or the same custID) multiple times. Email addresses on the blacklist will also be filtered out automatically during import.
+Please note that e-mail addresses with **syntax errors will automatically be sorted out** during the import process.
+The process also detects **doublets** within an address file. This means, depending on the data management settings for the client (default: e-mail; alternative: cust ID), only the first one of these doublets will be imported when the same e-mail address (or cust ID) is included more than one time in the .csv file.
+Email addresses which are already on the **email blacklist** will also be sorted out automatically.
 </WRAP>
-{{tag>Addresses Import Target-Group Opt-In Dublicate Filter Blacklist FTP-Client}}
+{{tag>addresses duplicates imports blacklist opt_ins SFTP target_groups }}

User Tools

Site Tools

Differences

Page Tools