Hello there, Saleshandy users! 👋

Say goodbye to all that manual work and say hello to our awesome new feature! 🚀 Now you can import email accounts in bulk using a CSV file, making your life a whole lot easier and saving you heaps of time! 😎

Let's dive into this step-by-step guide and get you started on streamlining your email management process! 📧

Follow the path to Import the Bulk Email account.

Settings > Email Account > SMTP/IMAP > Bulk Import Via CSV

Download the Sample CSV File First, grab the attached sample CSV file, and update the connection details without changing the header names and remove the remaining rows. Easy peasy! 🎯

💡Note: You can add up to 100 email accounts in the CSV, and it shouldn't exceed 5 MB in size. Got it? 😉

Update the Email Account Field Make sure you don't miss this important step! The "Email Account" field is mandatory, so enter the email addresses in a valid format and don't leave any row blank. You got this! 💪

And hey, adding accurate information in all fields is good practice, so go for it! 🌟

Update Email Service Provider Now, let's tackle that "Email Service Provider" field.

Below are the values allowed in the Email Service Provider field(copy-paste to avoid failure):

⚠️Note: Please note that these fields are case-insensitive.

Update the Sender's Name Let's add a personal touch!

Update the sender's name in the corresponding column of the email address field. This will be used when sending emails from Saleshandy. 🖊️
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Update Password Passwords, passwords! 🔒

Fill in the respective passwords for the email accounts. Use the corresponding columns if you need to use different passwords for SMTP and IMAP. If the IMAP password is empty, it automatically takes the SMTP password. Easy, right? 😉

⚠️Important: Please note that if the Email Address, Email Service Provider, Sender’s Name, and Password are not updated in the CSV, a successful connection will not be established.

Here are some other fields which are required to update for a successful connection in case of Email Service Provider is selected as ‘Other.’

You need to add Host and Ports as per your configuration if you are using a Custom SMTP or ‘Other’ Service provider from the list.

While uploading your email account via CSV, you can update the email account settings,

Note: If the value is not found in the CSV corresponding to the email account, then the default value will be updated for the particular email account If a value is invalid(e.g., interval too low, updated text in percentage), then also default value will be updated. 🎛️

Now comes the moment of truth! 🤞 Upload that valid file, and watch the magic happen. Any duplicate email addresses or rows with empty "email address" fields will be skipped, and you can download the skipped rows in a CSV format. Stay organized! 📂

And there you have it! 🎉

Your email accounts are now ready to be connected. Just click on "Connect" and let Saleshandy do its thing. It might take a little while, but you'll receive an email once all the email accounts are successfully attempted for connection. 📨

Mission accomplished; you've successfully Imported your Email Accounts through Bulk Import. 👏

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

Check out the below article If you want to know more about

💡SMTP/IMAP: How to Connect Any Email Account/Provider with SalesHandy?

💡Connecting Email Account/Provider with SalesHandy using SMTP/IMAP?

💡 Tip