How do I import a spreadsheet?

You would first save a .CSV file using the format of this file:  Thankster Sample File (use headers).  All headers must be present as exactly as they are in the file.  Then:


  1. Go to the Recipients tab.
  2. Click on the Import button.
  3. Next, click on the Upload from CSV button.
  4. Click on the Choose File button and select the CSV file from your computer.
  5. Click on the Submit button.
  6. Upon clicking Submit, the spreadsheet will be displayed.
  7. Click on the Import button to import the recipients.


Video

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