Bulk import notification recipients

Bulk import notification recipients from a CSV (comma delimited) file.

Aside from the StudentID field all columns are parent/guardian information

Recipient Import File Requirements

  • A single row column header is required

  • The column header must consist of 5 columns exactly as they are listed: StudentID,FirstName,LastName,Email,CellPhone

  • The filename extension does not matter, however the file MUST be in CSV format as shown in this raw sample

  • Tab, Pipe, Semi-colon, etc formats are not supported at this time

 

Download Sample Import File

The easiest method to create your own recipient import file is to download the provided sample file then edit it in Excel or your favorite spreadsheet program.

Open Administration > Notifications then Import > Download sample import file

 

Edit the sample file

Open the ImportRecipientListSample file in Excel or similar spreadsheet program

Delete rows 2-6

Input recipient information following the original template as a guide

Each recipient must have an email address and/or cell phone number - a recipient cannot have both the Email and CellPhone fields left blank.

  • The parent/guardian is associated to their student by the student's ID number

Save the file in CSV (comma delimited) format

 

Upload the recipient list

To upload the recipient file click Import > Import recipient list
Select the import file you created in the above steps then click Open to start the upload

PerfectPass will display a prompt confirming whether to send confirmation messages to all recipients in the file.


We recommend clcking YES at the prompt and you will soon see the Success message.

Please note that if you select NO, none of the recipients from the list will receive PerfectPass notifications until they are confirmed. (Click Actions > Confirm Subscriptions beside each recipient).

 

That’s it! Within moments the recipients will be shown in the Recipients tab.

Questions? Contact us at support@visiondatabase.com