Importing an existing Address Book
Before you import an address book from another application into your Click-N-Ship® address book, you will need to create a .csv file. A .csv file is a comma-separated value file used to import and export addresses in a standard format. Before creating your .csv file, it is strongly recommended that you review the example (sample.csv) provided for you on the Address Book Import page (note the column headings).
To import a contact to the CNS Address Book:
- Click on the Address Book tab in the Click-N-Ship® toolbar.
- The Click-N-Ship Address Summary Page will be displayed. Click on the Import button.
- Click Browse.
- Only .csv files are compatible for importing
- Browse your computer and select the contact file
- Note: Customers will need to ensure they have a header row in the .csv for a successful import
- Select a group name to import to, or create a new group.
- Click Continue
- Match the USPS address book fields (listed on the left) with the appropriate column names from the file that was uploaded (listed in the drop-down menu on right)
- Click Continue
- Verify the information that was uploaded and click Continue
- During an import, customers may see any of the following error messages:
- Import limits exceeded
- You reached the maximum number of groups for your Address Book
- # of # row imported successfully
Notes on exporting/importing your business or personal addresses:
- Export your address book from another application as a .csv file. Follow the instructions for exporting found in your application. Make sure you note where the exported .csv file is saved on your computer.
- Review the sample .csv file to determine the headings that will need to be included in the .csv file you are about to import into your address book. Make note of required fields: i.e. Full Name, Address 1, City, and State.
- Make any necessary adjustments; add headings, delete empty columns, add Reference numbers, or provide your own Short Name to your .csv file prior to importing.
- In the Click-N-Ship Import Address Book page, select the saved .csv file using the Browse button and import the file into your Click-N-Ship® Address Book.
- If you have already created an Address Group, you can select the Address Group you would want the imported address to be placed from the New Import Group drop-down menu. If you have not created an Address Group, import the addresses into the "Unassigned Group" and assign the addresses to a group at a later time using the Manage Address Group. You can also add a new group by typing in a new group name in the available field.
- After successfully importing your file, you will be taken to the Address Book Summary page.
- From the Address Book Summary page, it is recommended that you take a few minutes and review the addresses just imported.
The maximum number of addresses is 5000. If you attempt to import addresses using a .csv file that will take you over that limit the upload will fail. Please remove any old addresses from your address book before attempting to upload a large file.
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