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Move your seeding programme off spreadsheets
Most seeding programmes start in a spreadsheet: a list of recipients, a courier portal for labels and a form for feedback. This guide shows how to move each piece into one Portifer campaign.
1. Export from your current setup
- Clean the sheet: one row per recipient, with name, email, phone and full address in separate columns.
- Save the sheet as CSV or .xlsx (first sheet is used).
- Keep past responses in your archive; Portifer starts tracking from the first campaign you run in it.
2. Set up Portifer
- Export your recipient or contact list from the current tool as CSV or Excel.
- Import it in Portifer under Dashboard → Data. Portifer suggests a column mapping; check it and confirm.
- Add your products to the catalogue and rebuild the box in the box builder, with variants and inserts.
- Connect your carrier accounts under Settings → Carriers, or agree managed fulfilment with us.
- Recreate your survey questions and feedback tasks in the campaign, then send a small test cohort before the full send.
3. What maps to what
| What you have now | Where it lives in Portifer |
|---|---|
| Recipient list | Recipients or companies and contacts, imported with column mapping |
| Courier portal | Labels and tracking through your connected carrier accounts |
| Survey form | Campaign survey plus photo and video upload tasks |
| Status columns | Per-recipient status from address confirmation to feedback |
4. Before your full send
- Import a few rows first and check the suggested column mapping before you import the whole file.
- Send a test cohort of a handful of recipients and check address confirmation, the QR code and the feedback page yourself.
- Print one label from each carrier account you connected and check it before packing the full batch.
- Send the full batch once the test cohort has gone through end to end.
5. Keep in mind
- Recipient imports are limited to 1,000 rows per file and company imports to 10 MB; split larger files.
- Old .xls files are not supported for company import; save as .xlsx or CSV.
Want us to do it?
On the Assisted and Fully Managed plans our team handles the import, box setup and first send with you. Tell us what you are moving from when you get in touch.
Frequently asked questions
Do I need to re-enter addresses?
No. Import them from your sheet. Recipients can also confirm or correct their address on their branded page before you ship.
Related pages
Last updated 2026-10-04
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