In addition to adding recipients individually, you can set up thousands of recipients in seconds on our Web Platform using our Import List feature.
Only Owners, Admins and Normal users can edit the recipient's information. Feel free to check the full lists of mailroom users and their permissions here.
Create a Recipient's List
Start by downloading our template file
Navigate to
Recipients
.Select
Import List
and
3. Click Get a template
to download the file.
The spreadsheet with recipients' information should have at least four mandatory columns: First Name, Last Name, Email, and Location.
All .csv, .xlsx, and .xls file types are supported.
Note: First Name, Last Name, Email, and Location are mandatory columns, but you can also add the following optional columns: ID, Phone Number, Nickname, Site, Additional Emails, and Drop-off Location.
Upload the list to your account
In your Parcel Tracker account, click on Recipients, then select Import List.
Drag and drop your file or click
Browse File
to upload your recipients' list.
2. Check the box indicating permission to upload the information, and click Continue
.
3. Ensure columns are mapped correctly, and click Continue
.
4. Review your data and click Continue
.
5. Finally, click Upload
to complete the process.
Map columns manually
You can manually adjust the map column during the upload.
Click the
drop-down arrow
> select the option that matches the column info.
IDs are unique identifiers for each recipient, allowing you to easily update their information as needed and helping to prevent errors.