If the user and email address information is stored in another application, such as Microsoft Excel, you can import the information from the application into the Approved Email List. You can also export the information from the Approved Email List to another application, if necessary.
To import and export email addresses, you first need to create a template structure to use for both the import and export actions.
Note: If you choose the Export > All option, you do not need to create a template structure.
To create a template structure
| 1 | On the Approved Email List log, click the Export button and choose Structure. |
| 2 | At the File Download prompt, click Open. Primavera Unifier opens a CSV file showing columns for the email address, first name, and last name of the user. |
| 3 | Save the CSV file. This CSV file becomes the vehicle for importing and exporting Approved Email List data. |
To import approved email addresses
| 1 | On the Approved Email List log, click the Import button. The File Upload window opens. |
| 2 | Use the Browse button to navigate to the CSV file you want to import. |
| 3 | Click OK to upload the file into the Approved Email List. |
To export all approved email addresses
On the Approved Email List log, click the Export button and choose All. Primavera Unifier will export all the email addresses on the approved list to the CSV file and open the file. You can edit the file and import it back into Primavera Unifier, or save the file for later updates.
To export specific approved email addresses
| 1 | On the Approved Email List log, select the addresses you want to export. |
| 2 | Click the Export button and choose Selected. |
Primavera Unifier will export the email addresses you selected to the CSV file and open the file. You can edit the file and import it back into Primavera Unifier, or save the file for later updates.
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