The Postalytics importing software is designed to deal with the most common problems we’ve seen in the thousands of spreadsheets that have been used to import data into Postalytics.
- It fixes zip codes that are missing “leading zeros”
- It throws out many file format issues like formatting, special characters and empty columns (but not all – clean up your file first!)
- You can download a sample data file to see how a good file is structured
First – Select .CSV or Excel From The New List Options
Next – Name The List And Choose The File
We do recommend that new users review the help articles and the sample data file. Setting your file up properly will save you a lot of time later!
Then – We Show You Your Raw Data
The “List Preview Data” will show you what your data looks like before the importer gets a hold of it. Here, if you see any egregious issues (I forgot to add a City column!), you can go back and fix your data file before you spend more time on the import.
To continue, click Looks Good! Start Mapping.
Postalytics Auto Mapping
The Postalytics mapping tool will recognize and automatically map any column headers that are an exact match to the standard Contact Record fields, such as First Name, Last Name, Company, Address, Email, etc. Any extra columns in your data file that are not recognized will be mapped as Variable Data fields in the “User Defined Personalization Field” section.
If you’ll be repeatedly importing .CSV or Excel files with the exact same columns, we recommend editing your column headers so that they match the Postalytics Contact Record field names – see below. This will expedite your list imports, saving you time.
- First Name
- Last Name
- Zip/Postal Code
Map Any Remaining Required Name & Address Fields
Postalytics makes it abundantly clear exactly which fields you’ll then need to map manually in order to send a direct mail campaign. You won’t be able to proceed until these fields are properly mapped.
- Required fields that are properly mapped will be green.
- Required fields that still need to be mapped will be white, within the red shaded area.
- Optional fields will be yellow.
Once the required fields have been properly mapped, the field and shaded area will turn green.
Personalization & Other Common Mappings
You can map other common data fields that are standard in Postalytics such as Email, Phone, Occupation, etc. as well as up to 35 additional User Defined Personalization Fields.
If you don’t want to import any of the Variable Data fields that have been auto-mapped, you can easily clear the fields by clicking the red “Clear Selections” button. Or, you can edit any of the fields by using Cool Tool #1 or Cool Tool #2 outlined below.
Cool Tool #1: Select & Deselect Fields – Eliminating Room For Error
When you select a field to be mapped, it will be grayed out in the list and no longer available to be selected. Change your mind? Just “Deselect” the field and scroll or search for the field you want to use.
Cool Tool #2: Search For Your Mapping Fields
When mapping any field into Postalytics, you can now just start typing in the search box to quickly navigate to the correct field to map.
Once your mapping is complete, click Confirm Field Mappings.
Finally, you’ll get a sneak preview to see what your data will look like once it has been imported. If you want to change anything, you can go back and fix your mappings. If you’re all set, click Import Now.
While we’re working on importing your list, you’ll see a quick snapshot of the “health” of your list.
We break out the Valid contacts (who we can mail to) from the Invalid contacts (who we set aside with an Invalid status).
You’ll also see if we had to “truncate” any fields because the data in them was too long for the fields that will hold them in Postalytics.
If your list upload contained both US and Canadian addresses, you’ll see the breakdown in the List Health History Report.
When your list is fully imported and mapped, you’ll get an email confirming that the process is completed. If your list is large, it can take a few minutes. If you had any duplicate records in your list, the email confirmation will include an attached .CSV file with your duplicates listed. We only keep one of the duplicates in your list so you don’t send the same mailer twice to the same contact.
When the list import is complete, we recommend checking the list out. You can click the “Go To My Lists” button at the bottom of the List Health Report, or click on “View Lists” on the top menu.
For lists that were uploaded with both US and Canadian addresses, you’ll see the list name as well as list country.
You’ll also see the status of your list, the list source, number of contacts and date your list was created. To manage your newly updated list, click the edit button. From here, you’ll be able to do the following:
- Edit your Contact List
- Download your Contact List
- Append records with the same layout to your list
- Edit Field mappings of the list
- Delete your list