Upload an Audience File to tinyEmail

Upload an Audience File to tinyEmail


Upload an Audience File to tinyEmail

Bulk importing subs has never been easier

Manual data imports just got a lot less manual. Our AI-assisted bulk import tool automatically matches labels and detects errors. This must-try time saver is essential if you have dozens, hundreds or perhaps thousands of records to import into a new or existing tinyEmail audience. 

A different article shows you how to add subscriber records to a new or existing audience manually. This is a good option if you have a small number of records to import. Click here to learn more.  

Contents

  1. Uploading records to a new audience
  2. Uploading records to an existing audience

Uploading records to a new audience

This step shows you how to bulk upload records to a new audience with a CSV file. 

Go to the tinyEmail dashboard and click Audience on the side menu. Click the Add new button and select Upload file. 

You can upload a CSV file (maximum file size 10 MB) with any number of rows as long as each row has one record. No other file formats (e.g. txt) are accepted.

select the Upload file option

In the popup window:

  1. Enter a unique name for the new audience. 
  2. Check the box to confirm that you have permission to send email messages to these contacts.
  3. Click Continue.

check the box to confirm you have permission to add recipients

Creating records

Download the sample CSV file from the Upload new audience popup window. You could use Excel to open the CSV file (and convert the data to save the column structure), but honestly, it's a whole lot easier to use Google Sheets. 

  1. Open Google Sheets and use the Import feature to load the CSV file from your device.
  2. Add records to the sheet. Each row is one record. Be sure to enter a value for each required field. (see below)
  3. Rename the file. (optional)
  4. Download the file to your device as a CSV (File > Download > CSV).

Download the file to your device as a CSV

Required fields

Here are the required fields. Each required field must have a value.

  • Email
  • FirstName, LastName
  • Source
  • Currency
  • Country, City, Address 1, Address 2
  • Company

Uploading the file

On the Bulk Add Customers page, click the Upload data from file button. Locate the CSV file on your device and import the document. tinyEmail uploads the records. Now, you're ready to map fields. 

upload a bulk import file

Mapping fields

The next page displays a table for each column in the CSV file. Each table has a data label (e.g. Email) and three sample records (e.g. email addresses). Your job is to confirm the content in the table (e.g. email addresses) matches the column label (e.g. Email).

  • If the content matches the label, click the Confirm mapping button. 
  • If the content does not match the label, click the label field and select the correct label on the drop-down menu.

Repeat the steps for each table (e.g. First Name, Last Name, etc.). When the mapping work is complete, click the Review button at the bottom of the page. 

map fields while importing the csv file

Fixing errors

The next page shows your records and errors, if any. The AI looks for duplicates, incorrect data formats, and inconsistent information and highlights the cells. Hover the mouse on a highlighted cell to see the error.

  • To filter the table, check the box to show rows with errors.