Importing Target List

To limit the amount of data entry, you have the ability to import a list of targets.  The following instructions should make this a simple process.

PREREQUISITE

Current Browser.  For Windows Users: Internet Explorer 10 or newer, Firefox, or Chrome.

PREPARE THE FILE FOR IMPORT

- Save the list of targets to a comma separated values (.CSV) file. 

- Include only the columns that you would like to import

- Column headings need to be as follows.

• First Name
• Last Name
• Sub-Group
• Email Address
• Optional Field 1
• Optional Field 2
• Optional Field 3
• Custom Field Name (Note: For every custom field data to import, the name must match the custom field names, if any, created via the Group menu)

The Email Address is the only mandatory item.  The other columns are optional.  A sample file is attached.

IMPORT THE FILE

If you are using the test wizard, you can select the "Upload File" from the target page.  After the file uploads, select the targets you would like to test.

Optionally, you can upload the list of targets from the Groups page. 

If you have problems importing:

Check to see if you have any emails with an ' apostrophe in them.  At present, the system does not allow importing of email addresses with an apostrophe. However, these can be added manually.

Ensure that you have no extra fields in the .csv, such as blank data.  A good way to prevent this is to copy the relevant fields from a spreadsheet and save to a new csv file.