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How To Bulk Upload Recipients

Learn how to bulk upload recipients in Parcel Tracker.

Updated over 3 months ago

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

In your Parcel Tracker account, click on Recipients, then select Import List and click on Download our Template 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 Choose File to upload your recipients' list.

  • Check the box indicating you have permission to upload the information, click Next.

  • Ensure columns are mapped correctly, and click Next.

  • Finally, click Finish twice 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.

  • Click Next.

IDs are unique identifiers for each recipient, allowing you to easily update their information as needed and helping to prevent errors.

Duplicates

A duplicate is a recipient with the same first name, last name, email, and location.

Parcel Tracker automatically skips duplicate recipients.

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