Configure import automation

Define how your import file is formatted and assign the email column as the unique identifier.

Step by step

  1. Go to the “Import Automation” navigation item > “Configuration” workflow step.

  2. Column mapping

    Map the two most important columns:

    • email: Enter the name of the column in your import file that contains your recipients' email addresses This is a required field in Inxmail, as it is used to uniquely identify your recipients.

    • Tracking Permission: Enter the name of the column in your import file that contains consent for personalized tracking. To activate this option, first enable the switch “The import includes a column for tracking permission”, then enter the column name and the value that represents " Yes".

      Since the tracking permission is treated as a Boolean in Inxmail, all other values are interpreted as "No".

      List-based only: For global imports, you cannot map a tracking permission column, as it’s only stored on the list level.

    Map the remaining columns: Make sure that all other column names in your import file exactly match the existing attribute names in Inxmail. Be aware of capitalization, spaces, and special characters. Columns in your import file that do not match any Inxmail attributes will not be imported.

  3. CSV formatting

    Specify how your import file is formatted:

    • Character encoding: Select the encoding of your CSV file to ensure that Inxmail processes all characters and special characters correctly.

    • Text qualifier: Select the character used to group text fields.

      Example: If you use "double quotes" as the text qualifier, the value "Freiburg, Germany" will be treated as one text field. The comma will not be interpreted as a separator.

    • Escape character: Choose a character to escape text qualifier symbols so they are treated as regular characters.

      Example: Using a "double text qualifier" escapes the quotes: ""quited"" ist read as "quoted".

    • Field delimiter: Select the character that separates individual cells in your CSV file.

  4. Click Next

  • You have configured your import automation.

Next step