Importing Your Members

If you already have a list of members, you can import them into ListManager using Members: Add Members. You may import members from a text file, or a CSV (comma separated values) file.

Importing Your Members from a Text File

1. Select the Members tab.

2. Click Add Members.

3. Click Import Members from Text File. You will be taken to the Import Members screen:

4. For Action, select Import Quietly as Regular Members to import members without notification.

5. Select the text file to upload. Each email address and name must be on a separate line, and must be in one of the following formats:

bob@example.com
bob@example.com Bob Shelby
bob@example.com (Bob Shelby)
Bob Shelby <bob@example.com>

6. Click import. You will be taken to a screen which will give you a report of the status of your import.

Importing Your Members from a CSV File

1. Select the Members tab.

2. Click Add Members.

3. Click Import Members from CSV File. You will be taken to the Import Members screen:

4. For Action, select Import Quietly as Regular Members to import members without notification.

5. For Update Existing Members?, select "yes" if you keep and update demographic data in a separate database, and would like to update the data in ListManager. Select "no" if you use member profile forms to allow your members to update their data in ListManager, or if the file you are uploading does not contain any existing members. Note: ListManager will not resubscribe members if you update them.

6. Select the CSV file to upload. A CSV file has the information you would like imported in a CSV (comma separated values) format. The first row of the file tells ListManager which field the data in each column should be imported into. For example:

EmailAddr_,FullName_,
bob@example.com,Bob Shelby,

In this example, EmailAddr_ and FullName_ correspond to the default database fields in for email addresses and full names.

Click view member columns to see the additional columns available to you.

The default fields are:

Additional_

Placeholder for any information you want to store associated with this member.

Comment_

Holds whatever comments you wish to put in. Useful as a user-defined 'additional info' field.

EmailAddr_

The email address of this person (required).

FullName_

Full name of this person (recommended).

MailFormat_

What mail format does the user prefer, (T)ext, (M)ultipart, or (H)TML.

UserID_

Holds the user-definable 'user id' information, such as a key back to another table.

7. Click import. You will be taken to a screen which will give you a report of the status of your import.