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|
|Multiple sheets format guidelines|
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:
| Perfect case
| The column with the email addresses is not present
| The first row is empty
| Second row empty
| Rows with repeated emails
| Columns with the same name
| Missing fields
| Missing some column name
| Empty rows found
| Empty columns found
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.
|⚠️ TO CONSIDER: The guidelines described in this section are only valid for Google Drive spreadsheets with more than one sheet (CSV files only contain a single sheet by definition).|