Data Upload

You can access the Data Upload wizard from the Customers area of the platform.

Step 1

Read each option carefully and proceed through the setup wizard. — To upload a list into the database, select Live Data. You can upload a Static List for lists that don't update, such as a proof list.

Step 2

If** Imply Email Permission** is ticked on the **Actions** tab, then anybody with a **null/blank email permit value** _(someone that doesn’t already exist in the database_) will be **opted in** and given an email permit value of** Y**. — If **Imply Email Permission** is ticked on the **Actions** tab, then anybody with a **null/blank email permit value** *(someone that doesn’t already exist in the database*) will be **opted in** and given an email permit value of Y.

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Note:
If unticked, anyone with a null/blank email permit value will upload as Null in the database (they will not be given email permit). This toggle will not affect/change any permits that are already Y or N, only blank/null values.
Alternatively, if you’re confident that all records in the list are to be given email permit, then you can add an extra column to your data file – headed with ‘emailpermit’ and a value of ‘Y’ against all records.

Step 3

This next screen will ask you for a name in the **‘New Segment’** field. This will be the name of your list once it’s uploaded. — This next screen will require a name to be inputted into the ‘**New Segment**’ field. This will be the name of the list once it’s been uploaded. Alternatively, you can choose to **Append** or **Replace** an existing list load by checking the second option and finding the list name in the autofill drop down.

Step 4

You’ll then be asked to locate and upload your file. **As a bare minimum, it must contain a column of email addresses headed with ‘Email’.** — Select a saved .csv, .psv or .tsv file by clicking the Upload file button. **As a bare minimum, it must contain a column of email addresses headed with ‘Email’.**

Step 5

The following screen will display a preview of the columns/parameters from the data list. If they are **white **then they are **already defined **in the system and if they are **red **they will either need **amending to an existing parameter** or **defined as new**.
This can be done by typing a new parameter name in the column field and/or using the drop down to choose a parameter type. — The following screen will display a preview of the columns/parameters from the data list. If they are **white** then they are **already defined** in the system and if they are **red** they will either need **amending to an existing parameter** or **defined as new**.
This can be done by typing a new parameter name in the column field and/or using the drop down to choose a parameter type.

Step 6

The next set of options allow determine what will happen in the event on an **error**. — The next set of options will determine what will happen in the event on an **error**.

Step 7

The final screen will display a breakdown of all elements to **review **before committing to the data list upload. — The final screen will display a breakdown of all elements to **review** before committing to the data list upload.