Import a mailing list from XLS or XLSX

Upload a spreadsheet with email in the first column and custom values in later columns.

What this guide covers

Upload a spreadsheet with email in the first column and custom values in later columns. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Exact step-by-step process

1. Open Admin Area → Utilities → Surveys → Mail Lists → Import.
2. Select the record or action required for import a mailing list from xls or xlsx.
3. Complete the displayed fields and choices described in this guide.
4. Save, submit, approve or confirm the action as shown on screen.
5. Refresh the relevant list, record or report and verify the expected result.

Fields, choices and supported possibilities

Code-backed validations and workflow rules

• Only controls rendered by the supplied module are documented; hidden AJAX helpers are mapped to their visible parent workflow.
• Core CRM record permissions and module permissions are both enforced where the code checks them.

Expected result and verification

• The import a mailing list from xls or xlsx action completes without a validation or permission error.
• The affected record, stock balance, response, session or style reflects the saved state.
• Audit, notification, report or portal evidence appears only where the module code creates it.

Security, privacy and operational checks

• Use a controlled test record before applying changes to live inventory, recipients, visitor tracking or global styling.
• Grant only the minimum module and core CRM capabilities needed for the task.

Related Customer Surveys & Feedback Management and CRM guides