How to import a mailing list into ConnectRight Mailer

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Products affected: ConnectRight™ Mailer
To import a mailing list into ConnectRight™ Mailer:
  1. Select Import.
  2. At Import File to Mail List, make the following selections:
    1. Next to the File to import field, select Browse, and select the file that contains the addresses you want to import. The following file types are supported by ConnectRight Mailer:
      • Dbase III, FoxPro file (.dbf)
      • Delimited text file (.txt)
      • Fixed Length text file (.txt)
      • Excel (.xls, .csv)
      • Access (.accdb)
    2. File type will automatically update to the appropriate file type.
    3. There is no need to change New mail list name.
    4. Select Next.
  3. At Import File Details, if the file has field headers, select File has a header row and select Next.
  4. At Field Layout and Mapping, ensure the Headers are mapped to the appropriate Field. Once the mapping is set, select Next.
    • <do not import> can be selected to ignore columns that you do not want to import.
    • Unmapped can be used to use fields in your file that do not map to a Header in ConnectRight Mailer.
  5. If you will be importing similar files, you can select Save to save the import file definition.
  6. Select Run. The records from the file should now appear in the grid.


You can also add to an already established mailing list. If you have only a few addresses to add, you can type the new address into the grid in ConnectRight Mailer. If you have many addresses to add, you can import a file with the additional addresses to your original imported file open in the data grid using the append feature:
 
Note: If the appended records have not gone through a move update within the past 95 days, you will want to run the new records through a Move ID .
  1. Select Import.
  2. At Import File to Mail List, if you have an import settings file, select Browse import settings definitions and select your definition file (Example: my_definitions.ifd). Make the following selections:
    1. Next to the File to import field, select Browse, and select the file that contains the addresses you want to import. The following file types are supported by ConnectRight Mailer:
      • Dbase III, FoxPro file (.dbf)
      • Delimited text file (.txt)
      • Fixed Length text file (.txt)
      • Excel (.xls, .csv)
      • Access (.accdb)
    2. File type will automatically update to the appropriate file type.
    3. The New mail list name is grayed out and cannot be changed. You can change the New mail list name when creating a new import.
    4. Select Next.
  3. At Import File Details, if the file has field headers, select File has a header row and select Next.
  4. At Field Layout and Mapping, ensure the Headers are mapped to the appropriate Field. Once the mapping is set, select Next.
    • <do not import> can be selected to ignore columns that you do not want to import.
    • Unmapped can be used to use fields in your file that do not map to a Header in ConnectRight Mailer.
  5. At append, ensure the Imported Column matches the Existing Column, and that the Type is correct. Select Next.
  6. If you will be importing similar files, you can select Save to save the import file definition.
  7. Select Run. The records from the file should now appear in the grid.

UPDATED: August 14, 2021