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Importing and Exporting Email Addresses

If the user and email address information is stored in another software application, such as Microsoft Excel, you can import the information from the software application into the Approved Email List. You can also export the information from the Approved Email List to another software application, if necessary.

The Export option, on the toolbar, lets you export:

• All
• Selected Rows
• Structure

  Note: If you choose the Export > All option, you do not need to create a template structure.

The Import option, on the toolbar, lets you open the File Upload window and select files.

To import and export email addresses, you first need to create a template structure to use for both the import and export actions.

To create a template structure:

1. On the Approved Email List log, click Export and select Structure.
2. At the prompt, click Open.

   The system opens a CSV file (for example: unifier_approved_emails.csv) showing the user information in the columns for:

   • Email / Domain*
   • First Name
   • Last Name
3. Save the CSV file.

   This CSV file becomes the template for importing and exporting Approved Email List data.

In the CSV file, you can enter the email address information. If an email, or Internet domain name, is already in use and you try to add it again, then the system notifies you about the duplicate record.

Notes:

• Do not change column structure. Columns marked with asterisk (*) contain mandatory/required information.
• Upon importing, if the email, or Internet domain name, is not present in the Approved Email List log, then the system creates a record.
• Upon importing, if the email is present in the Approved Email List log, then the system updates the First and Last Name information for that associated record.
• Upon importing, if the Internet domain name is present in the Approved Email List log, then the system ignores the First and Last Name information for that associated record.

Example

Email / Domain*	First Name	Last Name
[e-mail]	User1	Partner
[e-mail]	User2	Contractor

To import approved email addresses:

1. On the Approved Email List log, click Import. The File Upload window opens.
2. Use Browse 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:

1. On the Approved Email List log, click Export and select All.
2. Select the CSV file and click OK to begin export.

   The system exports 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 the system, or you can save the file for later updates.

To export specific approved email addresses:

1. On the Approved Email List log, select the email addresses that you want to export.
2. Click Export and select Selected Rows.

   The system exports all the email addresses that you selected to the CSV file and open the file.

   You can edit the file and import it back into the system, or you can save the file for later updates.

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Last Published Tuesday, June 4, 2024