CSV Import

  • Resolved eloquy

    (@eloquy)


    5 years, 7 months ago

    Hi,

    I checked the documentation and forum, but couldn’t find the answer to these questions, so apologise if I’ve missed something.

    1. If I import a bunch of records using “CSV Import” does an e-mail get sent to each participant that is created by the import (like on the signup form). In my testing, I didn’t get e-mail’s sent out, so I am assuming no, but wanted to check that I hadn’t mis-configured it. Do I need to purchase the e-mail expansion pack to get this functionality?

    2. When importing records, do they get subjected to the same validation checks as on the signup form. I want to ensure that a text field is in the format of a timestamp, i.e. nn:nn:nn, I’ve used the following regular expression:

    /^[0-9][0-9]:[0-5][0-9]:[0-5][0-9]$/

    I was able to import a record with something like: 03:67:99 in this field, but when I navigated to a page with a record update form, it told me the format was invalid.

    Many Thanks,
    Jonathan Gilbert

Viewing 4 replies - 1 through 4 (of 4 total)
  • Plugin Author Roland Barker

    (@xnau)

    5 years, 7 months ago

    CSV imports do not trigger emails: you need to do that manually. This is to prevent accidental or duplicate email sending if the import is incomplete or you need to do it over again.

    On the List Participants page in the admin, you can select records and have the “signup” email sent to them once you’ve successfully completed the import.

    No, imports are not validated according to the field validation. You must make sure your data is valid before importing.

    Thread Starter eloquy

    (@eloquy)

    5 years, 7 months ago

    Thanks for answering so quickly. I thought as much, but just wanted to check. It’s good I can trigger the signup e-mails manually from the List Participants screen.

    Thanks again for the support and a great plugin.

    Thread Starter eloquy

    (@eloquy)

    5 years, 7 months ago

    Sorry, I answered too quickly. Were you assuming that I use the functionality you describe in the article “Sending a User Welcome Email When a Record is Approved” or do I need to purchase the “Email Expansion Kit”?

    Plugin Author Roland Barker

    (@xnau)

    5 years, 7 months ago

    Yes, you need the Email Expansion Kit to set up custom emails like that.

    You can send the signup receipt email from the admin List Participants page without the add-on, that is built into the free plugin.

Viewing 4 replies - 1 through 4 (of 4 total)

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