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Import Members Into Simplelists

This article applies to: E-lists (Simplelists)

Preparing a List From Lyris

If you are copying members from Lyris, first export the list of members from Lyris, saving the export as a CSV format file on your computer. Then follow the steps below for importing into Simplelists, making the assignments:

  • (required) Lyris EMAILADDR_ => Simplelists Email address
  • (optional) Lyris FULLNAME_ => Simplelists Surname
  • Leave all other columns unassigned.
This puts all parts of the displayname in to the Surname field, leaving the First Name field empty. To populate both Simplelists name fields, make a copy of the Lyris export and edit it prior to uploading, adding two columns and populating them with appropriate data for First Name and Surname. You can simplify the CSV file by first deleting all columns except EMAILADDR_ and FULLNAME_.

Import Members Into Simplelists

  1. Log in to Simplelists
  2. Select an e-list to manage
  3. Click manage lists from the menu on the left
  4. Click Members beneath the Action column on the appropriate list
  5. Click the Add dropdown, then select upload file
  6. Click into the Choose Files field, and browse to the file you want to upload
  7. Click Open on the file explorer window to select the file
  8. Click Submit
  9. Use the dropdown fields to indicate which column to use for the Email address at a minimum, and other values if you want to include them.
  10. Select the Upload options as desired.
    1. We do not recommend selecting Send confirmation requests… as this notification is misleading. Even if someone chooses to not confirm the request, they are still added to the list.
  11. Submit files for import
  12. Click Refresh page to update Overall status. 

Your import is complete when Overall status: Completed is displayed. 
 

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