Preparing Lists for Import

  1. Email client back. Let them know we will scrub the file
  2. Add a JE to document the reciept/import request
  3. Rename Client file with date and orgid
  4. Format the headings on the file
  5. Attach Client file to email and send directly to Brad
  6. Brad removes duplicate clients (ones already imported) and does a final review of the file
  7. Brad sends the list out for scrubbing
  8. Brad emails back the results once complete
  9. Email the client the results and update the JE
  • Spend only a reasonable amount of time formatting lists
  • We only really need first name and email. If other columns are going to take a long time to format correctly, just delete them.
  • Name columns can be formatted as proper names
  • File can be Excel format or CSV
We have received your request to import a new client list. The list is currently being scrubbed for deliver-ability. Afterward we will import the list let you know it is ready for use.
Thank you,