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--- en:how_to_upload_addresses [2020/09/01 10:47] – bk
+++ en:how_to_upload_addresses [2025/02/27 13:33] (current) – bk
@@ Line 1: / Line 1: @@
 ====== How to import addresses? ======
-Address data can be added to the promio.connect system using the target-group import. After a successful import, these address data are available in promio.connect 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 and 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>
-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 store it at the SFTP server of your client and then upload it from there.
+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.
-{{:de:addresses_lists_start_import.png?nolink&200|}}
+{{:en:addresses_lists_start_import.png?nolink&200|}}
-==== Import directly from PC ====
+===== Import directly from PC =====
 Click on //Choose file from PC//.
-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.
+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.
-{{:de:upload_adresses.png?nolink|}}
+{{:en:upload_adresses.png?nolink|}}
-=== Import settings ===
+==== Import settings ====
-{{:de:addresses_import_pc_menue.png?nolink|}}
+{{:en:addresses_import_pc_menue.png?nolink&600|}}
-== Show preview ==
+=== Preview address data ===
-You can have a preview of the address data wo check your selected settings:  \\
+You can preview the address data to check the selected settings:  \\
-{{:de:addresses_import_pc_preview.png?nolink&700|}}
+{{:en:addresses_import_pc_preview.png?nolink&550|}}
-== automatische Spaltenzuweisung ==
+=== Automatic column assignment  ===
-Wenn die Spaltennamen mit den Stammdatenfeldern übereinstimmen, kann eine automatische Zuweisung der Spalten vorgenommen werden \\
+When the column names exactly match the data field names, an automated assignment can be activated. \\
-== Einstellungen ==
+=== Configuration ===
-{{:de:addresses_import_pc_settings.png?nolink&400|}}
+{{:en:addresses_import_pc_settings.png?nolink&500|}}
-  * Zeichensatz: wahlweise auf Latin oder UFT-8 einstellen
+  * Charset: select between Latin or UTF-8
-  * Trennzeichen: wahlweise Semikolon, Komma oder TAB
+  * Delimiter: select between semicolon, comma, and tab
-  * Schreib-Modus: "bestehende aktualisieren, neue hinzufügen", "nur neue hinzufügen" oder "nur bestehende aktualisieren"
+  * Write mode: „Update existing addresses, create new ones“, „Only new addresses“ or „Update only existing addresses“
-=== Checkliste ===
+==== Checklist ====
-Anhand der Checkliste können Sie nochmal prüfen, ob Trennzeichen ausgewählt wurden, mindestens 1 Feld zugeordnet wurde und ob der richtige Schreibmodus eingestellt ist. Danach können Sie den Import starten oder wahlweise verwerfen.
+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.
-{{:de:addresses_import_pc_checklist.png?nolink&400|}}
+{{:en:addresses_import_pc_checklist.png?nolink&300|}}
-==== Import über den (S)FTP-Server ====
+===== Choose a file from SFTP =====
-=== Vorbereitung ===
+==== Preparation ====
-Bevor Adressdaten in promio-connect importiert werden können, müssen diese als csv- oder txt-Datei im  FTP- oder SFTP-Ordner des aktuellen Mandanten (oder wahlweise des Mandanten, in dem man sich eingeloggt hat) abgelegt werden. Die Adressdaten müssen im Ordner upload/manual (FTP) bzw. incoming/upload/manual (SFTP) abgelegt sein.
+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.
-Um Adressen zu importieren, **benötigen Sie einen FTP-Client**, mit dem Sie Daten sicher auf unseren Server laden können. Filezilla ist beispielsweise ein kostenloser Client, mit dem Sie unkompliziert Daten hochladen können.
+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//.
-Die Zugangsdaten zum FTP-Ordner Ihres Mandanten wurden Ihnen nach Einrichtung von promio.net zur Verfügung gestellt.
-Das Vorgehen ist identisch mit dem Vorgehen beim Import vom PC.
+The following procedure is similar to when you import from your PC.
-Der Importprozess kann bis zu einigen Minuten dauern. Die Fertigstellung des gestarteten Jobs kann unter //Einstellungen -> Job Queue// nachverfolgt werden. Nach abgeschlossenem und erfolgreichem Import stehen die importierten Adressdaten unter //Adressen -> Listen// als Zielgruppe zur Verfügung. Diese kann weiter bearbeitet oder zum Versand verwendet werden.  \\ \\
+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>
-Beachten Sie, dass beim Import **automatisch syntaktisch falsche E-Mail-Adressen herausgefiltert werden**. Auch werden interne **Dubletten** innerhalb einer Datei erkannt. D.h. abhängig von der Einstellung des unique-Merkmals des aktuellen Mandanten (Standard: E-Mail; alternativ: CustID) wird nur der jeweils erste der Datensätze importiert, falls in der csv-Datei die gleiche E-Mail-Adresse (bzw. die gleiche CustID) mehrfach enthalten ist. Enthaltene E-Mail-Adressen, die sich auf der **Negativliste** befinden, werden ebenfalls beim Import automatisch herausgefiltert.
+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>Adressen manuell automatisch Import Zielgruppe Opt-In Dubletten Filter Negativliste Blacklist FTP-Client Upload Personalisierung}}
-{{tag>Addresses Import Target-Group Opt-In Dublicate Filter Blacklist FTP-Client}}
+{{tag>addresses duplicates imports blacklist opt_ins SFTP target_groups }}

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