How do I import an Excel spreadsheet into Emma?

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Select Us Financial

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Posted 5 years ago

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Katie Lewis, Official Rep

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Hi there!

For detailed instructions with screenshots, check out our RESOURCE CENTER ARTICLE HERE.

If you are having trouble getting your Import to go through, check out our IMPORT TROUBLESHOOTING GUIDE HERE

Here's how you can import an Excel or CSV spreadsheet into your Emma audience (please keep in mind that there may be some wording changes as the app is updated over time) :
  1. From anywhere on your Audience page, click the Manage Imports button (or the "Imports" section of the Sidebar view). From the import screen, click "Create a New Import" at the top-right.
  2. After reading the permissions reminder, click yes to continue. On the next screen, click Upload a file and browse your computer to pull up your file.  The import screen will offer instructions for prepping your file and the steps of mapping the information in each column to the appropriate member fields you've created in your account. Check out this page for help adding new fields.
  3. Map your fields by following the directions on the import screen, or click Guess to let the import screen try to make the matches for you. If your file contains a header row, use the 'Skip' option to exclude it from your import. Click Continue.
  4. Create a new audience group for your import, or select an existing group in your audience. Click Continue. Once you've reviewed your import summary, click Import to start the process.
You can refresh your browser window to wait for the icon on the left to change from a clock (in progress) to a green checkmark (success). If the import shows up as a red X, there was a problem. Click on the downward-pointing arrow button to the right to 'View error' and follow the instructions to re-import the newly tweaked file.
After a successful import, you can also click that down-arrow button to the right to 'View Import Statistics.'

I hope this helps! Give us a shout if you hit any snags along the way.
(Edited)