How Do I Upload a Mail List For Worker's Compensation Books and Where Can I find a Sample to download?

Created by Megan Henline, Modified on Tue, May 7, 2024 at 11:52 AM by Megan Henline

When ordering a product that will mailed to a list of recipients by YGS, you will need to provide a list of recipients that includes their names and addresses. This information must be uploaded at the time the order is placed. The file should be in a .csv format and contain the headers noted below in the exact order (left to right) that is shown. The second row below shows sample data.

 

Office

Digital/Print/Bundle

# of books

Contact Name

Email

Billing Address


City


State

Zip

Phone

Office Name

Print

12

Jane Doe

Janedoe@company.com

York

York

PA

17404

123-456-7890



Click the "Upload" button to choose your file.


The file will display in the center once selected. Then, click "Submit"


Once "Submit" is clicked a preview will display. Click "Submit" again.


Match your column names up then click "Preview Mapping"
Now click "Submit" to confirm selections.


To download a sample schema, click the "Download Sample Schema" button on the product page.



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