Utilities: Members: Import Members
The easiest way to import addresses into ListManager is to use the Utilities: Members: Import Members page. This page allows you to import members from a text file or a CSV (comma separated values) file. It also allows you to import members with additional demographic information. Email addresses which are already members can either be skipped or updated with new data (i.e. demographic information), so importing members cannot be used as a way of updating current members with additional information.
File Type
Select "Email Addresses with Optional Names" if you are importing a text file, and "CSV File with First Row Column Names" if you are importing a CSV file.
Email Addresses with Optional Names
To import email addresses or email addresses or names, the file must be a plain-text file. Each email address and name must be on a separate line, and must be in one of the following formats:
bob@example.com
bob@example.com Bob Shelby
bob@example.com (Bob Shelby)
Bob Shelby <bob@example.com>
CSV File with First Row Column Names
A CSV file has the information you would like imported in a CSV (comma separated values) format. The first row of the file tells ListManager which field the data in each column should be imported into. For example:
EmailAddr_,FullName_,Company,Phone
bob@example.com,Bob Shelby,Shelby Corp.,555-555-5555
In this example, EmailAddr_ and FullName_ correspond to the default database fields in the members_ table for email addresses and full names.
Additional fields called "Company" and "Phone" have been added to this members_ table, so this information can also be imported into each member's record. (These fields are not provided by default; you will need to add them to your members_ table if you would like to store this information).
To see all of the fields your members_ table, click view member columns on the import page.
The "EmailAddr_" column name is required. You may add other data if you like. Some default members_ table fields which you may want to include in your import are:
Additional_
Placeholder for any information you want to store associated with this member.
Comment_
Holds whatever comments you wish to put in. Useful as a user-defined 'additional info' field.
EmailAddr_
The email address of this person (required).
FullName_
Full name of this person.
MailFormat_
What mail format does the user prefer, (T)ext, (M)ultipart, or (H)TML.
MemberType_
Specifies the membership status. If specified, you should also select "Use type setting in CVS file". Possible member statuses are:
normal
unsub
held
private
expired
held
needs-goodbye
needs-hello
needs-confirm
See Utilities: Members: New Member: Settings for more information about these different member statuses.
By default, the MemberType_ may be changed only if the current MemberType_ is normal. To change other member types, Let CSV member imports update non-normal member status in Utilities: Administration: Server: Server Settings: Security: User Limits must be set to yes.
UserID_
Holds the user-definable 'user id' information, such as a key back to another table.
You may also have your database administrator add additional columns to your members_ table so it can store additional information about each member. Click view member columns to see all the columns in your members_ table. Those marked with an asterisk (*) are additional columns added by your database administrator.
Action
You may import members in one of four ways:
Import quietly as regular members
Import the members into the list, but do not send a hello or confirmation message. These members will receive normal list mailings.
Import as regular members and send list hello doc
Import the members into the list, and send them the hello message as specified for your list in Utilities: Document Associations. If no document is specified here, new members will receive a generic message from ListManager. These members will receive normal list mailings.
Import as unconfirmed members, and send confirmation request
Import the members into the list as unconfirmed, and send them the confirmation message as specified for your list in Utilities: Document Associations. If no document is specified here, new members will receive a generic message from ListManager. These members will not receive normal list mailings until they confirm their memberships.
Use type setting in CSV file
Import the members using the setting specified in the MemberType_ column.
Update existing members? (CSV Only)
Sets whether or not members will be updated or overwritten when a list is reimported. This is only relevant to the import of CSV (comma separated values) files, not text files. When a list is reimported with additional members, if this is set to "Yes", the new or changed information for the existing members will be updated. If it is set to "No", all information for the existing members will be overwritten. ListManager will recognize the member as a duplicate if the email address is the same, or the file includes their member ID number (and that is a match). The default setting for this is "No", so that member information is overwritten when reimported.
Note that if there are new columns on your CSV file that did not exist on the original list, they will NOT be added during the reimport (regardless of the "update existing members" setting). Existing columns will be updated, but new columns will not be added. To add new columns, you must go to Utilities: Administration: Server: Database: Add Member Column.
Importing After You Have Already Done Another Import
On occasion, you may want to perform a new member import, for instance to add any new members which may have joined, or to add new demographic data, etc. When you import a new member file, some of the member statuses may have changed. An example would be someone who was once a "normal" member may have become and "unsubscribed" member.
When performing another import or adding members via email, ListManager will not resubscribe any members who have unsubscribed themselves from the list unless you specify a MemberType_ and specify that member as being "normal". Any members who were banned will not be reimported. Also, all list administrators will maintain their list admin rights after the reimport.
Terminate import
When importing .csv files, you can set at which level of (number of) invalid email addresses to end the import process. For instance, you may want to terminate the import after 10 invalid email addresses, and check your list to see why so many addresses are failing. The import will abort after the designated number of invalid email addresses set here. You can also set it to "Do not terminate import due to malformed addresses" if you'd like to ignore any bad addresses and process the import as is.
Select file
Enter the path of the file that contains the members you'd like to import. Or, select Browse to find the file.
Add additional columns to members table
You will be taken to Utilities: Administration: Server: Database: Add/remove member columns: Wizard, where you may add additional members_ columns. Visible only to server admins.
More
1. Members
3. Members: Import Members
1. Members: View Member Fields
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