Data Import

Data Import is the first step in the workflow. You must import your transaction data (recipient list, variables) before you can generate documents.

Overview

PDF Mail Engine supports importing data from:

• CSV Files (.csv)
• Excel Files (.xlsx, .xls)

Prerequisites

Before importing, ensure you have configured the necessary Column Mappings in the Template Designer for your Profile.

• Map data variables in the Data Tab and recipient/subject fields (e.g., To, CC, Subject) in the Email Tab.
• The system uses this mapping to understand which columns in your file correspond to these fields.

Import Workflow

1. Navigate to the Import view (sidebar).
2. Select Profile: Choosing a profile loads its specific configuration and mapping rules.
3. Select File: Click Browse to choose your data file.
4. Review the Preview:
   • A confirmation dialog will appear showing the first record of your file.
   • Group Key: Verify that the "Group Key" is correct. If multiple rows share the same key, they will be grouped into one transaction.
   • Master Lookup: If you are using Master Data, check if the "Master Lookup" value was found successfully.
   • Recipient Info: Confirm that To, CC, and BCC fields are populated correctly.
5. Click Run Import to execute.

Post-Import

Once successfully imported, your data is stored as a Batch in the system database.

• The items enter the Queue with a status of Pending.
• You can view these items in the Queue Management screen.
• You are now ready to proceed to PDF Generation.