Importing contacts in PitneyShip Pro

You can import contacts into the system by uploading a CSV file.
Products affected: PitneyShip™ Pro

You can import contacts into the system by uploading a CSV file.

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.

  1. Select Settings > Manage Contacts.
  2. Select Import.
    Import button on Contacts screen
  3. (Optional) To download a template that you can use to create your address file, click on the Download a .csv template link.
  4. Select Choose File and select your address file in CSV format.
  5. Select the sharing options for the addresses you're importing:
    • To replace the current shared addresses with the addresses in your CSV file, select Replace shared contacts with my imported contacts.
    • To replace your current private (unshared) addresses with the addresses in your CSV file, select Replace my unshared addresses with imported addresses.
    • To share the imported addresses in your CSV file with all users in your enterprise, select Share imported addresses with all users.
  6. Select Continue.
  7. In the Import Contacts window, match your CSV file fields in the Your CSV Fields column with the PitneyShip Pro fields in the Address Book Fields column.
    Import Contacts field mapping window
  8. Select Import.

UPDATED: 16 November 2022