Importing contacts in PitneyShip

You can import contacts into your address book by uploading a CSV file up to 5 MB in size. If your file is larger than 5 MB, break it up into separate smaller files.

Watch this video or follow the steps below to learn how to import contacts into PitneyShip.

1. If you are importing addresses from another program, export/save those addresses as a CSV file.
2. Select Settings > Address Book.
3. Select Import.
4. (Optional) To use a template to create your import file, select Download a .csv template. The file sample-address-import.csv will be downloaded. You can insert your addresses into this template, or copy the headers (first row) from this template into your own address file. However, this is not necessary because you will be prompted to map your address data later.
5. Select the type of file you are importing:
   • To import a file that you exported from UPS, select Import UPS Contacts.
   • To import a file that you exported from FedEx, select Import FedEx Contacts.
   • For all other files, select Import Multiple Contacts.
6. Select Choose File and choose your import CSV file.
7. Select the options for the addresses you're importing:
   • To merge the contacts in your CSV file with your current contacts, select Merge contacts with my address book.
   • To replace your current contacts with the contacts in your CSV file, select Replace contacts (import will overwrite contacts), then select one of the following options:
     • To replace all of the contacts in your address book with the contacts in your CSV file, select Replace all existing contacts (total overwrite).
     • To replace only your current shared contacts with the contacts in your CSV file and leave your private contacts as is, select Replace only shared contacts (private contacts will be ignored).
     • To replace only your current private contacts with the contacts in your CSV file and leave your shared contacts as is, select Replace only private contacts (shared contacts will be ignored).
   • To make the imported contacts private, select Import contacts as private.
8. Select Continue.
9. In the Import Contacts window, match your CSV file fields in the Your CSV Fields column with the PitneyShip fields in the Address Book Fields column. Review the list and make sure that all of the fields are mapped correctly. For any that say Ignore Field, choose the correct field. If you choose Ignore Field, that field will not be imported.
10. Select Import.

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.