Within Poppulo, the contacts that you send communications to are called People. The Employee data for these People(e.g. their first name, surname, location, role etc) are stored in Poppulo in what's known as 'Fields'(Data Fields).
Poppulo features a number of integrations solutions that allow you to pull employee data directly from your internal systems, including HR systems, Active Directory etc.. These integrations keep your data up-to-date (for instance, whenever a new person is added or removed from your internal system, they'll be added or removed from your Poppulo database too). Our Technical Team can help with this during account set up.
If you are not using an integrated solution, Poppulo also features a manual solution for importing employee data into your account, allowing you to manage your People. You can Manually Import Employee Email Addresses or import your People in bulk using a spreadsheet file using the instructions below.
To Manually Import Employees using Spreadsheet or other File:
Using this method allows you to upload a file(.txt, .csv, .tab, .xls, .xlsx) containing your employee data. If the file contains more than just email addresses, Poppulo
will attempt to map the information contained in each column to Data Fields
. You can also use this method to update your People.
- Prepare your file, as below. (You can use Microsoft Excel or Google Sheets, then Save As/Download as .csv file.)
Note : When you upload the file, the system will recognise any column titles that matches Field names within Poppulo and automatically map the columns in your file, to the People Attribute in Poppulo. (you can also Create Custom Data Fields if you wish to import data that does not fit against any default fields within Poppulo).
- Click the People area.
- Click 'Import People'.
Click 'Choose File' and upload your file. Then, click 'Next'.
Note: Use the Advanced Settings checkboxes when Reactivating your People.
When uploading your file, columns that exist in Poppulo will map automatically. Those that do not exist will show as 'Do not import'. Click 'Do not import' to manually map the column.
Note: If you do not change the mapping from 'Do not import', the column data will not import.
Using the file prepared in Step 1 as an example, Poppulo automatically mapped 'Email', 'City' and 'Team' as these exist in Poppulo by default. 'Role' has failed to map as it doesn't exist in Poppulo. Click 'Do not import' to map it to a different Attribute('Title/Position' for example).
Note: If the first row of your file contains the title of each column, check Skip First Row to remove this data from your import.
When satisfied with your mapping, click 'Next'.
Set you Fields, Tags and Audience information and click 'Import Now'.
Fields: Allows you to choose and define a specific field (City, for example) or Custom Fields, for all employees in the import.
Tags: Allows you to create a new Tag, or add a Tag to all of the People being imported. Tags can then be used during the Send process to send targeted communications to that group of employees only (see Apply Tags to your People for more info).
Audiences: Allows you to apply an Audience to the group of employees you are importing, see (Adding People to an Audience). Audiences can be used to control access to certain Folders (see Control Access to Email Folders with Audiences for more info).
Note: You must set an Audience for the People, in order to send to them. Leaving Audiences blank will render the employees inactive upon import.
- Your People will be imported. (For more information on Invalid, Inactive, Duplicates etc. see the tool tips as below.)
Note: It's important to View the Results of your People Import for a deeper look at your import, to ensure that all employees were imported/updated as planned (those not imported may be missing an email address).