Thursday, February 23, 2012

Importing Email Addresses into FirstClass from Excel

I have been asked a several occasions if there was a way to import parent emails into FirstClass so that parent mail lists can be created in the schools. Upon some checking, I have found a way for this to be done. Once you have imported these address to FirstClass, you can then create your mailing lists as you see fit. I hope this helps you out a little. This applies to any Excel list, not just ones created from PowerSchool.

-Carlene

1. Create an Excel document with headers

2. Save this document as a .CSV file

3. Open First Class → Click on Contacts → Click on File → Click on Import → Click on Import Contacts

4. Choose the .CSV file you saved in Step 2 and click Open
*Note:  You will have to use the File of Type drop down menu in order to see your saved file.

5. You will then see the field screen. Your First and Last Name fields will be populated but you will need to populate the email field.  It’s your choice as to what which field you choose for the email address to populate as long as it’s an email field ie: Business Work Email

6. Click OK and the file will upload.  When File Transfer is complete…click Close

7. Congratulations, you are now ready to create your distribution lists.

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