Prepare your CSV file

When you’re done, you have a file Jounce can read in one go, with every column landing in the right field.

What the file needs

• A CSV file. The file picker offers only CSV files, so a spreadsheet has to be saved as one first. In Excel, choose Save As and pick CSV as the file type. In Google Sheets, choose File, Download, then Comma-separated values.
• A header row. The first line names the columns. Jounce reads it to match them.
• An email column. You can leave out every other column.
• Under 10MB. The upload box says CSV up to 10MB and refuses a larger file.

A file can hold up to 50,000 rows. For a longer list, split it into two files and import each. A workspace can import 250,000 rows a day in all.

A sample to copy

On the Upload step, select Download a sample CSV. You get sample-subscribers.csv, with one example row. Its columns are First name, Last name, Email, Optin time, Optin IP, Confirm time, Confirm IP, Segments. Replace the example row with your people and keep the header.

Column names Jounce recognizes

Jounce matches a column by its header. It ignores capitals, spaces, hyphens, and underscores, so first_name matches First name. You can fix any match on the next step, so a different name isn’t a problem.

Field	Headers Jounce matches
Email	Email, Email address, E-mail, Mail
First name	First name, Firstname, First, Given name, Fname
Last name	Last name, Lastname, Last, Surname, Family name, Lname
Segments	Segment, Segments, Tag, Tags, List, Lists, Group
Consent date	Optin time, Opted in at, Subscribed at, Subscribe date
Keep as proof	Optin IP, IP address, Confirm time, Confirm IP

A header that matches one of your custom fields, such as Birthday, maps to that field. Any other column starts as Don’t import. You can map it by hand or create a field for it.

The Segments column

Put the segment’s name in the cell. For several, separate them with a colon, like VIP:Newsletter. A semicolon, a vertical bar, or a comma works too. (Your spreadsheet puts quotes around a cell with commas when it saves the CSV.)

Jounce adds the person to each segment you already have with that name. It ignores a name it doesn’t find, so create the segment before you import.

An address on more than one row

Jounce treats every row with the same email address as one subscriber, and capitals don’t matter: Ada@example.com and ada@example.com are the same address. That subscriber joins the segments from every row.

A name or custom field in a later row replaces an earlier row’s, and an empty cell leaves it alone. For someone new, the consent date and proof come together from the first row that has either.

The summary counts each subscriber once and puts the extra rows on a line of their own. For a long list, the email Jounce sends does the same.

Bringing a list from another tool

Most tools export their opt-in date and IP columns with the list. Keep them in the file. Jounce matches them to Consent date and Keep as proof, so your permission records come with you. Keep your opt-in proof when you import explains what Jounce stores.

Next step

Before the import, see Create a segment for each name in your Segments column. Then see Import subscribers from a CSV file.