Adapt your recipients information to the expected format

This article describes the generic format guidelines to be considered when you prepare your recipient's information.

In this section

Single sheet format guidelines

The guidelines described in this section are valid both for CSV files and for Google Drive spreadsheets with a single sheet. The basic common requirements are listed below:

• Email column mandatory: The file or sheet should contain at least 1 column, consisting of a set of email addresses.
• Email column automatically detected: You can put any name to the column that contains the email addresses, as this column is detected automatically by its content. In case that more than one column contains email addresses, the one placed before will be taken into consideration (but this can be changed later).
• Complementary columns: You can add as much extra information as you want by adding more columns.
• Merge tags in the first row: The first row should contain column names, understood as the name that identifies each value. These will be the potential merge tags.
• One row per recipient: Second and consecutive rows should contain the recipient's information (one recipient per row).

In order to illustrate how the content should be properly placed, a set of conceptual self-explanatory examples are shown:

EXAMPLE INPUT	SCENARIO
	Perfect case A column with emails is present ✔️ With complementary columns ✔️ Merge tags placed in the first row ✔️ Recipients information located starting from the second row ✔️ No repeated emails ✔️ No repeated columns ✔️ No empty fields ✔️ No empty column name ✔️ No empty rows in the middle ✔️ No empty columns in the middle ✔️
	The column with the email addresses is not present A column with emails is present ❌ You will be able to import it, but later you won't be able to save the list.
	The first row is empty Merge tags placed in the first row ❌ It will fail as it is not possible to extract the merge tag name for each value.
	Second row empty Recipients information is located starting from the second row ❌  You will be able to import it, but the email column won't be detected.
	Rows with repeated emails No repeated emails ❌ You will be able to import it, but when you save it, only the first occurrence will be preserved.
	Columns with the same name No repeated columns ❌ Only the first occurrence will be considered, the consecutive columns will be discarded.
	Missing fields No empty fields  ❌ It is ok, some recipients won't have a value for a specific merge tag (if this merge tag is saved).
	Missing some column name No empty column name ❌ If a column without a name is found, this column is ignored.
	Empty rows found No empty rows in the middle ❌ All the content will be imported and empty rows will be ignored.
	Empty columns found No empty columns in the middle ❌ All the content will be imported and empty columns will be ignored.

Multiple sheets format guidelines

What if the imported spreadsheet contains more than one sheet? All found sheets will be imported considering the following:

• All criteria described for single sheets are applied to each sheet in the same way.
• If column names are different from one sheet to another, is applied a merge. This way:
  • Different columns: All different columns found in one sheet and not found in another will be added. This results in rows with empty fields.
  • Coincident columns: The coincident columns in different sheets will be treated as a unique column.
  • The following example shows the expected result for an illustrative spreadsheet that consists of three sheets.