Procomms: How to import a list into a procomms desktop account

Title
Procomms: How to import a list into a procomms desktop account


Environment

https://eu-app.rantandrave.com/desktop/

Resolution Summary

advised how to import a list

Details

How to import a list into a Procomms Desktop account

1. Compile a spreadsheet of data - only 2 columns are required - mobile number and name
2. Mobile number MUST be in column A and then name can be in column B or if no name required then column B can be blank or you can duplicate the number in column B
3. Remove column headers if there are any
4. Mobile numbers when saved in Excel sometimes have their leading zero removed so always format the numbers by ‘format cells’   

• Highlight Column A - Mobile numbers, right click - Format cells, custom, then in the box under Type enter eleven zeros (this is the amount of digits in a UK mobile number) you will then see the first number on your spreadsheet change and show a zero at the beginning and then click OK
  
  

5. Save the file as a CSV (Comma delimited) 
6. Log on to your Rant & Rave account        
7. Click on Lists, import list and then browse and find your file 
8. Click on the file and open and then continue
   
   
   
9.  You should then see that your file has been processed and you will be given a list of incorrect records. You may see incorrect mobile number or duplicates.  These are OK unless the whole file errors, then you will need to retrace your steps.
10. The last entry will ALWAYS be the first blank line at the bottom of the data on your account and this is perfectly as it should be.
11. (If you are not taken to the above step and the screen hangs and says xxx recipients update but goes no further.  It is an issue with the list so I would suggest that you go back to your list and copy and paste just the date from column A & B and put on a new spreadsheet and then save this as a CVS (Comma Delimited) and re-import the list as above
12. Click on Continue
13. You will see all of the names of the recipients of the list in the box on the right and the recipient count underneath this
14. Give the list a name and if you are in the future to keep re-importing versions of this list then also a date
15. Then Save AS
16. You should check that you have imported this correctly and the leading Zero has been keep on the numbers then go to Lists, Create/Update Lists, type in the top box what you have saved the list as (or part of the name) and click on find
17. Click into the actual name of the list (not the box on the left)
18. You will then see your list and the names and mobile numbers and able to check that they still have the leading zero
19. If required to delete an old list which perhaps this new one is to replace
20. Click Home
21. Lists, Create/Update Lists either Click on find or type part of the name of the old list 
22. Click find
23. Then click on the box on the left of which one you need to delete
24. Click on delete

Internal Information


Resolution Category

Task::Other

Keywords
procomms desktop import list raexternalrequest