All Collections
Sequences
Adding and managing recipients
How to upload Sequence recipients using CSV files
How to upload Sequence recipients using CSV files

This article will teach you how to add recipients to Sequences using correctly formatted CSV files.

Updated over a week ago

Sequences are available on the Mixmax Small Business plan and above. Check out our pricing page for more information.

What is a CSV?

CSV stands for "Comma-Separated Values.” CSV file format is a text-based file format used to store data in a table-like structure. As its name implies, data points in a CSV file are separated or delimited by a comma.

Creating a CSV

If we have the information in the table below, we can create a CSV file using a text editor such as Notepad.

Email

Name

Hometown

Pet

John Newman

Chicago

Turtle

Marie Robinson

San Francisco

Cat

Cali Williams

Seattle

Dog

Each of your column headers should be listed on the first line of your CSV file, separated by commas. Each row of your table will be a new line. Fields of data in each row should be separated with a comma. Below is an example of how the table above looks in CSV format:

Email, Name, Hometown, Pet
[email protected], John Newman, Chicago, Turtle
[email protected], Marie Robinson, San Francisco, Cat
[email protected], Cali Williams, Seattle, Dog

Saving your spreadsheet as a CSV file in Microsoft Excel

To save your Excel spreadsheet as a CSV, first click File, then Save as. In the Save As dialog box, click the Save As Type drop-down to change your file type to CSV (Comma Delimited).

Saving a spreadsheet as CSV

For more on exporting a CSV from Excel, see Microsoft Office’s support article.


Saving your spreadsheet as a CSV file in Google Sheets

To save your Google Sheets spreadsheet as a CSV, first click File, then hover your mouse over Download As, and then select Comma-separated values:

Saving Google spreadsheets as CSV

Uploading sequence recipients using CSV files

You can use CSV files to upload multiple recipients to a sequence in Mixmax! Here's how:

  1. Go to the Mixmax Sequences section and click the Add Recipients button under the sequence to which you would like to add recipients.

Adding recipients

2. Click the CSV button under Import a list from to select your CSV list of recipients, or just drag and drop it into the area around the CSV button. You will see the recipients from the CSV file added to the list of recipients on this page.

CSV import

Best Practices

If you encounter any problems when importing CSV, make sure your CSV meets the following guidelines:

  • Make sure your file is UTF-8 encoded — otherwise, special characters like apostrophes or quotes will look garbled in your sequence.

  • The column header for email addresses must be "email" (no quotes, not case sensitive).

  • The column header "name" will set the user's name in the To field of the email that gets sent. It is not required.

  • Email addresses should be formatted correctly — check for commas, spaces, or other errors in email addresses.

  • If there are empty cells in the email column, that row will not be used in your sequence because there is no one to send it to.

  • Column headers: Do not include periods or special characters in your column headers. Underscores are fine. We'll relax this very soon!

  • Accented characters: If your accented characters appear garbled when you upload your CSV, you should export your CSV as a UTF-8 encoded CSV.

  • Edit your data after you upload it: You can edit the text in each cell after you upload your CSV. You can also add new rows and columns.

Still not working? If your CSV meets the guidelines above and you're still having trouble, we can help you out. Please contact our support team and provide your CSV. We will be happy to help!

Did this answer your question?