Important Note
FTP-based data synchronization is not available by default (additional charge), but our technicians can set it up for you upon request, contact your account manager to get a quote.
To have a data synchronization set up, you need to have an active MailUp account (not a free trial).
Data Sync (S)FTP import allow you to import recipients and related data into your MailUp Account by simply uploading a .csv file onto an SFTP server.
Using this service you can decide when running the file exchange to import data coming from an external application to MailUp.
An instance of a Datasync (S)FTP Import (hereinafter referred to as Instance) will be configured to import data in one or more MailUp Lists and in one or more MailUp channel (/wiki/spaces/MUG/pages/36866874, /wiki/spaces/MUG/pages/36864980or both) and a specific subset of recipient fields
During the setup process you can define:
- Where and how you want the recipient to be imported
- Field mapping
- File properties
- Additional properties
Where and how you want to import recipients
Lists and Groups
It is possible to setup Data Sync Import in order to add and update recipients:
- into one specific MailUp List
The Instance will be configured at the setup stage so that all the recipients are imported to a certain list.
In this case you can choose to import contacts into a specific MailUp Group too.
The Instance will be configured at the setup stage so that all the contacts are imported to a certain group of the defined list. - into different MailUp Lists and Groups
Destination list and the group can be specified for every single contact within the file so that it won't be necessary to create more than one file to import contacts to different lists/groups.
In this case the CSV file must include fields (idList and IdGroup or ExternalGroupName) to provide the destination list and possibly the destination groups if foreseen.
The Instance will be configured at the setup stage to read and use these fields.
Important Note
Destination groups must be created in advance in the MailUp console, at the page Recipients > Groups
List IDs and group IDs are listed at the page Settings > Codes table
Destination groups must be created in advance in the MailUp console, at the page Recipients > Groups
List IDs and group IDs are listed at the page Settings > Codes table
Incremental mode or Full mode:
Incremental import consists of files containing only the changes since the last import, while the Full mode import imports the entire database every time, replacing the previous data.
The Full mode import can be configured at
- List Level
- The subscription status of any existing subscribed recipients not included in the file will be updated to unsubscribed
- The subscription status of any existing unsubscribed recipients included in the file as subscribed (optout field =1. See subscription status paragraph for further details) will be updated to subscribed, with the exception of the Subscription status of Recipients unsubscribed due to hard bounce.
- Group Level
- Any existing recipient in the group who is not included in the file will be removed from the group
- Any recipients includet in the file will be added to the group.
Subscription Status
It is possible
- to import all the contacts contained in the file as subscribed or as unsubscribed.
The Instance will be configured at the setup stage so that all the recipients are imported in a certain subscription status and only in that subscription status.
Important Note
- TBD Disiscritti, verificare perché non sono sicuro in questo caso
- or to import recipients as subscribed or unsubscribed based on data provided in the CSV file.
Recipients' subscription status can be specified for every single contact within the file so that it won't be necessary to create more than one file to import subscribed and unsubscribed contacts.
The CSV file must include a field (optout)to provide the Subscription Status of each recipient.
The Instance will be configured at the setup stage to read and use this field. - When the value of the field is 1, the recipients will be imported as subscribed.
- When the value of the field is 0, the recipients will be imported as unsubscribed.
Important Note
- If a subscriber is already present in the destination list as unsubscribed and will be imported as subscribed, its subscription status will be updated to subscribed. Subscription status of Recipients unsubscribed due to hard bounce won't be changed.
- If a subscriber is already present in the destination list as subscribed and will be imported as unsubscribed, its subscription status will be updated to unsubscribed.
Channels
It is possible to import all recipients
- only into MailUp email channel
- only onto MailUp SMS channel
- or into both MailUp email and MailUp SMS channels
Based on how the instance is configured the CSV file must include fields to provide the email address and/or the SMS phone number that identify the recipients in MailUp.
Important Note
- If the SMS phone number provided in the CSV file doesn't have the international prefix, MailUp will import the recipients using the default prefix defined for the destination list
- It is very important to check the correct syntax of email addresses, i.e. that there are no forbidden characters or spaces. Spaces before and after the address are removed automatically during the import process.
Fields Mapping
The Instance will be be configured at the setup stage so that it can associate the fields of the CSV file with the personal fields of your MailUp account.
CSV file structure is free, but it is necessary to arrange the correct correspondence between the fields in the file and
- the recipients personal fields,
- the recipients identifiers fields (email address or phone number),
- the recipients destination fields (lists, groups, subscriprion status) of the MailUp console.
In case of empty personal data fields, they have to be specified anyway, without any value.
File Properties
Recipients’ fields Data is always imported as text and fields must not contain more than 200 characters.
Is it possible to choose:
- the character to be used as a field separator can be chosen, keeping in mind that just one type of separator is allowed in a file and that the separator ";" should not be used at the end of a line, after the last field.
- the text delimiter enclosing the column values
If needed, the first row of the file can contain a header row.
Additional Properties
For every configured import, once you upload your file in the common space (on the MailUp SFTP space), the import process will be executed and completed as soon as possible (the execution time depends on the number of contacts you are going to import and the operations you are going to perform).
If preferred, a different FTP / SFTP space can be used. If you are using your personal FTP space the import will be executed at the frequency defined at setup.
- The instance can be configured for overwrite existing field value saved in MailUp if import fields are empty, rather than ignore empty values provided in the CSV file.
- You can configure email addresses to receive email messages with the result of the import for each file managed by the instance.
Addresse must be added separated by ; (semicolon).