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If you have a list of subscribers you have managed externally in another database or spreadsheet, and if you are using subscription management for one of your Titles, you can import that list to the Title so they can gain access to your digital editions and be a part of email campaigns.

1. Ensure Title has Subscription Turned On

To import a list of subscribers, you must first make sure your Title has subscription enabled.  (Edit Title>Security>Subscriptions>Activate Subscription on this TItle checkbox).  Watch this video to find out how to setup subscription system

2. Access the Subscriber Import Screen

• Click on the subscribers button in the horizontal menu bar
• Click on the "Import" tab
• Choose your title from the drop down menu (if you don't see the title you are looking for in that list, you must turn on subscription for that title)

Access Subscriber Import Screenshot

3. Choose your Import Method and Source File

You'll have to tell the system what kind of file you are going to use for this import.  Referring to the screenshot below you can:

1. Choose a CSV or TXT file: These files must be comma separated and no more than 10000 rows/records per file (including header row).  
• Click the option, then browse...choose your file from your hard drive.
2. Choose an Excel File:  Use a MS Excel spreadsheet (must be in .XLS format).  Must be no more than 10000 rows/records per file (including header row).  Please separate your list into files of 10000 records if it contains 10000+
• Click the option, then browse...choose your file from your hard drive.
3. For both option 1 and 2 above, you will need to click the "continue" button once your file has been selected

NOTES:

• If the subscriber information contains special language characters other than English, you must use method 1:CSV file, and make sure the file is saved as UTF-8 encoded.
• Your import file must include the following required fields at minimum: First Name, Last Name, Email Address, Start Date, End Date

Choose Import Method and File Screen

4. Import Settings

In order for your subscriber import to work correctly, you must make sure our system recognizes your file and aligns all data correctly with the destination fields in the system.  Referring to the Import Settings Screen image below:

1. Choose the Date format that matches the format in your import file.
2. Choose how to treat any duplicates that are found on import. Duplicates are matched on Email Address
• Ignore any duplicate subscribers (will not be imported)
  The system will simply not import any records if it finds that the email address already exists in the current subscriber database
• Overwrite existing subscriber data:  If system finds an email address already existing in the currentn subscriber database, it will update that record based on the import file
3. Unmatched Columns
• The system tries to align your source columns/data to destination fields within the system, but it may not have been able to align some fields
• If unmatched columns are present,  the number of unmatched columns will be displayed AND you will see an error message next to the continue button.  System will not allow you to continue if there are unmatched columns.
• Navigate through your column list using the right/left arrows to find the unmatched columns and either delete OR select the correct field from the dropdown menu...click save once you have chosen the correct column
  
4. Column Alignment List
• Using the right/left arrows, make sure the system is aligning your source data with the correct destination fields in the system
• If you find any matched columns that are incorrectly aligned, just click "edit" on that column, choose the correct field in the dropdown menu and save
• If you find any unmatched columns, please correct as indicated in #3 above
5. Once you have ensured all columns align, and all unmatched columns have been deleted OR matched correctly, click the "continue" button to finalize the import

Import Settings Screen

5. Import Results

Once the import is complete, you will be taken to the import results screen where you can:

• See a system message indicating how many subscribers were imported. 
• Review and scroll through the records that were imported
• Click on "Manage" link to the right of the system message to be taken to the manage subscribers screen.

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