How do I import accounts using a CSV file?

Please note: accounts are available with a Plus and Professional subscription.

You can use the import tool to import accounts from a CSV file into your MailBlue account. You may want to do this if you previously used a different platform and have switched to MailBlue.

This article covers the following:

Please note:

  • Account administrators have access to this feature. All other user groups must have permission to use this feature
  • The import tool only works with CSV files
  • The maximum file size for importing is 100 MB
  • Custom account fields must be configured in MailBlue before being imported

Requirements for importing account CSV file

  • Account name must be included in the file
  • Date fields must be in this format: DD-MM-YYYY
  • Multiple values for a field must be separated by comma(s): Option 1, Option 2
  • Remove line breaks. Including line breaks in field values may cause the import to fail

How to import accounts in MailBlue?

1. Click on 'Contacts' in the left menu.

2. Click on 'Accounts'.

3. Click on the underscore next to the "Add an account" button.

4. Click on the 'Import Accounts' option.

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5. A 'Import Accounts' pop-up will appear. Click on the 'Select File' button.

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6. Click on the CSV file you want to import. The file will be uploaded.

7. Map columns from your file to fields in MailBlue. Note that we will attempt to automatically assign fields based on the headers in your file. In the column of field values on the right, you will see an example of field values.

To assign fields, click on each MailBlue field name dropdown to assign it to a column in your file. You can only assign one column to one field.

8. If you click on the 'Advanced options' menu, you can:

  • Use default values for required fields left blank in your file.
    If you do not provide a value for required fields in your file, or if you do not apply the default value option, the record will be skipped during import.
  • Overwrite existing data if columns in your CSV file are empty.
    This is set to 'Off' by default. This means that existing data will not be overwritten by empty values in your CSV file. If you want to overwrite existing data with empty fields from your file, click the switch to set it to the "On" position.

9. Once you are ready, click on the 'Import' button.

The file will be imported into your MailBlue account. You can close the page while the import is being processed.

How can I view the results of my account import?

On the Import Status page, you can view all account and deal imports that you have performed in your account. Please note that you need permission to import accounts or deals to access this page.
Each account and deal import includes the following information:

  • File name
  • Import date
  • Imported by (displays the account username of the person who performed the import)
  • Import status (Completed or Failed)
  • Import type (Deal or Account)
  • Number of rows with errors
  • Error file to download (only available if rows contain errors)

To find the Import Status page:

1. Click on 'Settings' in the left menu.
2. Click on 'Import Status'.

Account Import Issues

If errors occurred during the import, we display the number or rows in your file that contain an error. We also provide a CSV file with errors that you can download. You can use this download to learn more about which rows were not imported and why. This information is located on the Import Status page of your MailBlue account.

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An error message in the file may be:

  • Account ID not found
    This error appears if you assigned the account ID and there was no exact match in MailBlue.

 

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