Bulk Import allows a user to import multiple targets at one time. From the Targets page, select the Bulk Import tab. You can choose whether to bulk import via file upload file or Copy/Paste/open entry.
- The import function has a limit of 5,000 Targets.
- The Copy/Paste has a limit of 500 Targets.
Bulk Import using a CSV or Excel file
For a sample template, click on the Download CSV Import Template Example hyperlink in the Bulk Import window.
Fill in any combination of Email, First Name, Last Name, or Group Name into the import template. E-mail is required, but other fields will be left blank in the tool once uploaded if not included.
Add a Group Name of either, a group that has already been created, or a group you wish to create. If a group is named in the file but does not yet exist in the tool, a new Group will be created and the listed users assigned.
Save your file to the location of your choosing as a .csv, .xlsx or .xls file.
Go back to the Bulk Import window and select the Choose File button to locate the file you have saved.
If your first row is a header, click the first row is a header checkbox. If you do not click this, then the first row will be uploaded as if it is a target.
Click Add Targets at the bottom of the window.
Arrange the Targets you want to add in a vertical list. Fill in any combination of Email, First Name, Last Name, or Group Name into the import template. E-mail is required, but other fields will be left blank in the tool once uploaded if not included.
Click on Add Targets.
Review the summary of changes for either a bulk upload or copy/paste and click Continue if they are correct.
Click Cancel to cancel the upload.
The simulator will display a message on the right-hand side that your imports are processing. You will receive an email to the address assigned to your user profile when the import is complete. If you receive the email and the page does not update, refresh your browser to see your imports.
Once the import is complete, your targets will appear in a list.