Importing contacts in PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Inbound, PitneyAnalytics, and the Locker Management Module

You can import contacts into your address book by uploading a CSV file up to 5 MB in size. If your file is larger than 5 MB, break it up into separate smaller files.

If you use Receiving (PitneyTrack Inbound), see the Importing for Receiving section below before you begin.

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.

1. Select Settings > Address Book.
2. Select Import > Manual Import.
3. To download a template that you can use to create your address file, click on the Download a .csv template link.
4. Replace the sample records in the template with your contacts and save it as a CSV file.
5. The ContactType column in the CSV file determines whether the contact is a sender, recipient, or both. To make the contact a sender, enter SENDER. To make the contact a recipient, enter RECIPIENT. To make the contact both a sender and a recipient, enter RECIPIENT | SENDER.
   Important: This cannot be changed after importing.
6. Select Choose File and select your address file in CSV format.
7. Select the sharing options for the addresses you're importing:
   • To merge the contacts in your CSV file with your current contacts, select Merge contacts with my address book.
   • To replace your current contacts with the contacts in your CSV file, select Replace contacts (import will overwrite contacts), then select one of the following options:
     • To replace all contacts in the address book with the contacts in your CSV file, select Replace all existing contacts (total overwrite).
     • To replace only your current shared contacts with the contacts in your CSV file and leave your private contacts as is, select Replace only shared contacts (private contacts will be ignored).
     • To replace only your current private contacts with the contacts in your CSV file and leave your shared contacts as is, select Replace only private contacts (shared contacts will be ignored).
   • To make the imported contacts private, select Import contacts as private.
8. Select Continue.
   1. If you are replacing your contacts, select whether to replace just recipients or both senders and recipients:
      • Recipient contacts will be replaced
      • Recipient & Sender contacts will be replaced
   2. Select Yes.
9. In the Import Contacts window, match your CSV file fields in the Your CSV Fields column with the fields in the Address Book Fields column.
   
10. Select Import.

If the import file is large, it may take some time to process. You can use the Job ID to check on the status of the import:

1. Click the Copy Job ID icon or highlight and copy the job ID.
2. Click Close to close the Import Contacts window.
3. Click the Jobs Status button.
4. Click on Name next to the search box and change it to Job ID.
5. Paste the job ID into the search box and press Enter. The job status is shown.
6. If there were any errors, click the download icon to download the error file and open it to view the errors.

Importing for Receiving (PitneyTrack Inbound)

If you are importing contacts for Receiving (PitneyTrack Inbound):

• When importing recipients, make sure that the InternalDelivery column in the CSV file is set to TRUE. This checks the Add internal delivery details box for the contact.
• When importing recipients, make sure that the NotificationAll column in the CSV file is set to TRUE. This checks the Notify all internal deliveries box for the contact.
• Make sure that the ContactType column is set correctly for each contact (see step 5).