Import Lists

When you create an imported list segment, you can import the .csv file with the list data into the program. When you import a list, you can use an existing layout or create a new one.

To reuse a list segment, you can change its imported list file. For example, each year you can use the New Year’s List for the New Year’s appeal mailing. Rather than creating a new list each year for the appeal, you can reuse the New Year’s list and create one list segment for which you change the import file each year. When you change the import file on a list segment, information about the old import file is preserved on the Import history tab. Also, you can still look up members of the old list file using their finder numbers. To change the import file, on the Edit list segment screen, select Clear next to the Import file field. This clears the existing import file so you can select the new import file.