Where
Integrations→Integrations→Email Accounts
Your role needs
Read access to Email Accounts
read-senders. Admin, Member and Viewer have it by default.To create or change
create-senders to add one, update-senders to change one, on top of the permission above.If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.
Before you begin
- Every account you import lands in the workspace you’re currently in. Switch workspaces first if you keep more than one.
- Ten fields are required: the address, a first name, and the IMAP and SMTP host, username, password and port. Your file needs fewer columns than that. Both usernames are filled from the address column, and one password column is copied across to the other protocol, so address, first name, both hosts, both ports and a single password resolve all ten. Last name, a signature and a tracking domain are optional. Connecting a mailbox by hand asks for the same technical details, if you need to look any of them up first.
- A row whose address is already an email account in this workspace updates that account rather than adding a second one: the file’s server settings, password and name replace what is stored, this batch’s limit and delay replace the account’s own, and this batch’s sending windows are added to the ones it already has.
- An address that belongs to an email account in a different workspace cannot be imported. That row fails and nothing is created for it.
Steps
1
Open the import wizard
From Email Accounts (), open Add senders
and choose the Import senders card: its button reads Import CSV. With no email accounts at all,
the empty page puts the same route one click closer: an Import Senders button sits right next to
Add senders.The same panel also connects a single mailbox you own, and, in workspaces that offer it, orders
infrastructure we set up for you. Both are covered on the Add senders page, linked below.
2
Upload your CSV
Drop a file onto the panel, or use Browse files to pick one. The file has to be a
.csv, and one
with no rows under its header is rejected too. Download template CSV (1) gives you a starting file
with columns already named to match.That template also carries
smtp_type, imap_type and daily_limit columns, and none of the three is
a field this importer maps. Nothing outside the ten required and three optional fields is read. We work
out each mailbox’s encryption from the port instead: IMAP 993 is TLS, SMTP 587 is TLS and 465 is
SSL, anything else is none. The daily limit is set once for the whole batch, on the review screen.3
Match your columns, if it asks
Your header names are matched to our fields automatically as soon as the file uploads. When all ten
required fields resolve this way, this screen is skipped and you land straight on the review below:
Back from there always returns here anyway, so the mapping stays reachable even on a run that
skipped it.When something doesn’t resolve, pick the CSV column for each field yourself, from a dropdown per field.
Two fields may point at the same column, which is how one password column covers both protocols.
Continue stays off until every required field has a column.
4
Review and set sending defaults
The review screen previews the first five rows as they will be mapped, and counts the rows it is about to
import. A collapsed panel underneath sets the daily send limit and the random delay between emails every
imported account starts with. Change either per account afterwards. The submit button counts the rows in
your file, and stays off while an address in it is malformed or repeated, or while the minimum delay is
not below the maximum.
5
Watch it import
Submitting uploads the file and queues one job per row. Each job checks that row’s server details and
password first, then saves the account and gives it this batch’s sending schedule. The bar moves with rows
that have actually finished; the three lines narrated above it advance on a timer and are not a report of
where the importer has got to.
What happens next
The panel lands on a result screen: a single count when every row went through, or a split of imported
against failed when some rows didn’t. Done closes the panel and refreshes Email Accounts, so every
account you added is already there.
Troubleshooting
Some imported accounts show Error, not Active
Some imported accounts show Error, not Active
The result screen still counts those as imported: the row was created, we just couldn’t verify it. Either
the password or the server details are wrong for that mailbox, or the row carried a tracking domain whose
DNS record doesn’t resolve yet, which puts the account in Error on its own even when the mailbox itself
answers. Check the status column on Email Accounts after any run, not only the count the import reports,
and see Sender statuses.
A row counted as failed and no account appeared
A row counted as failed and no account appeared
Failed rows are the ones nothing was created for. The cause you can fix is an address that already belongs
to an email account in another workspace: an address can only be an email account in one workspace at a
time, so that row is skipped. Remove it from the file, or delete the account from the other workspace
first. The run’s failed count sits on its row in the Imports list.
Related
Add senders: connect, import or managed infrastructure
The routes out of the Add senders panel, what each one gives you, and how to choose between them.
Sender statuses: Active, Paused, Error and the chips
Three states, who can set each one, and the extra chips that outrank the status on a row.
Bulk actions on email accounts
Select several mailboxes and activate, pause, delete or edit their limits, schedule and signature at once.