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INSTRUCTIONS FOR BULK UPLOAD
We recommend a maximum of 1,000 records per upload.
Bulk upload can be used to add addresses to your address book or for bulk card orders..
- Download the bulk upload template (csv).
- Complete a row for each address you wish to add
- Upload your completed file in .csv format.
|
Field Name *required |
Notes |
|
Type* |
“Sender” or “Recipient” |
|
First Name* |
Text |
|
Last Name* |
Text |
|
Address* |
Numbers + Text |
|
Address 2 |
Numbers + Text |
|
City* |
Text |
|
State/Province* |
Please use full names for US States (E.g., California, not CA) |
|
Postal Code* |
For US addresses, 5 digits are required. For non-US addresses, any postal code may be used. |
|
Country* |
If no country is provided, USA is assumed. |
|
Phone |
E.g., (801) 444-4444 or 999.222.2222 |
|
|
name@company.com |
|
Company |
Text |
|
Birthday |
May be used for birthday card automation. Format as MM/DD/YYYY - e.g., 05/20/1990 |
|
Anniversary |
May be used for anniversary card automation. |
|
Custom 1 |
|
|
Custom 2 |
|
|
Custom 3 |
Type in words or a phrase to use our AI Assistant to
help generate a great message.







