The “Imports” section allows you to set up the automated email or phone number lists imports. You can add, edit, and delete the imports. Only admins have access to the imports set up. To manage the imports, go to the List Management > Imports section.

The “Import” section displays the following data:

ID - import ID

Created - the import creation date

Expires - the import expiration date

Name - the import’s name

List - the list to import

Start Time - the time when the import is scheduled to start

Import Days - the day(s) when the import is processed

Status - the import status (Active or Deleted)

Protocol - the protocol used for the import.

To run the export manually, click the “Run Now” button.

To view details, click the “View” button.

Import - view-1

To create a new import, click the “Add New Import” button, and fill out the following fields:

  • List - select the email or phone number list from the dropdown menu.

  • Transfer Name - enter the name of the import.

  • Transfer on Days - select the days when the import should be done.

  • Hour - set up the import time.

  • Notification Emails - enter the email(s) to send the standard notification message. To view or edit the notification message, go to the System Management > System Notifications > Message Templates section.

  • Expiration Date - the date and time when the import is scheduled to expire.

  • Notes - enter additional comments if needed. To view the comments, click the “View” or “Edit” button.

  • Transfer Protocol - select the transfer protocol from the dropdown menu (HTTP, FTP, SFTP, Amazon S3, Google Storage)

Import - add new import-1

After choosing the protocol, additional fields related to the protocol access will appear. Note that these settings become available after the registration on the corresponding website or server.

http

To use the HTTP protocol, paste the URL to the “Full Web URL” field, enter the username to the “Username” field, and the password to the “Password” field. Click the “Add” button to save a new export record.

ftp

To use the FTP protocol, enter the server address, port, username, and password to the corresponding fields. Enter the path and filename using the forward-slash (/) symbol in the “Path/Filename” field (e.g.,/Folder Name/File.csv) and click the “Add” button to save settings.

sftp

To use the SFTP protocol, enter the server address, port, username, and password to the corresponding fields. Enter the path and filename using the forward-slash (/) symbol in the “Path/Filename” field (e.g.,/Folder Name/File.csv) and click the “Add” button to save settings.

To use the Amazon S3 protocol, enter the API key, Secret Key, Region, and Bucket Name to the corresponding fields. Enter the path and filename using the forward-slash (/) symbol in the “Path/Filename” field (e.g.,/Folder Name/File.csv) and click the “Add” button to save settings.

google storage

To use the Google Storage protocol, enter the bucket to the "Bucket" field, and enter the path and filename using the forward-slash (/) symbol in the “Path/Filename” field. Select the Key File and click the “Add” button to save settings.

To edit the import settings, click the “Edit” button, change the required fields in the pop-up window depending on the transfer protocol settings, and click the “Save” button to confirm the changes.

Import - edit-1

To delete the import, click the “Delete” button and follow the instructions to proceed.

Import - delete
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