Importing the CSV-file
In the next step, the Assistant transfers the CSV file to the database while simultaneously checking for errors. Amongst other things, the system searches for agreements with the blacklist and duplicate addresses, and also checks for the correct line structure of the CSV file.
In principle, OpenEMM can import erroneous CSV files because the lines containing errors are skipped during the import. It is however a good idea to first correct all errors in the CSV file. Otherwise you will never know exactly whether the desired recipient data was imported or not.
Fig. 4.23: You have successfully finished the import. You can call up a summary via the diskette symbol.
After the import up to four reports are available. If you click on the diskette symbol, you can download them as a CSV file. If the Assistant tells you that errors occurred during import, you can easily go through the list and modify the import data accordingly by, for example, deleting the recipients with erroneous data.
• | Valid recipients: Successfully imported respectively updated recipients. |
• | Invalid recipients: Recipients, which could not be imported |
• | Duplicate recipients: Recipients, which were recognized as duplicates corresponding to the setting. The source of the multiple duplicates will be displayed in an additional column with file (within the import file) or db (within the data base). |
• | Fixed recipients: Recipients, which were manually corrected in the previous step. |
When you have imported the data from your CSV file into the system, click on the Finish button to switch to the submenu Overview in the navigation bar entry Recipients. The overview automatically displays the most important parameters such as salutation, first name, last name and email address. You can read more about managing the recipients in chapter "Managing recipients".