How to format a CSV file

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Using Phishing Tackle's CSV Import feature allows you to bulk import users into the platform and add or update information about recipients.

Download Our Sample CSV File

We recommend using our Sample CSV file to ensure your recipients are easily imported.  You can download our Sample CSV file directly from our platform. The CSV sample will contain the following columns FirstName, LastName, Department, EmailAddress, AddTags, RemoveTags, ManagerName, and ManagerEmail.

This file can be downloaded by clicking 'Download Sample CSV File' on the Import recipients page.

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Required Fields

When you are entering data into your CSV, please ensure that there is data in the Email Address field for the recipients you are adding to the platform. The email address is essential for importing a successful CSV file to our platform.

Without an email address specified, the recipient in the CSV will not be imported, and an error will be presented in the CSV log.

Domains

To ensure that your CSV file imports successfully, you must include valid email domains in the Email field of the CSV. If you add an Email with an invalid domain, the CSV will not be imported, and an error message will be presented in the CSV Log Updates.

The domain must also be in your list of verified domains, you can view your list of verified domains within your account. If you would like to learn more about how to verify a domain you can read our article below.

Updating User Information

You can use a CSV file to update recipients information in the platform. When the CSV file is imported, the import will add any new data as well as update any data which may have been changed.

Note: You cannot update a users Email with a CSV file. If you wish to change a recipients Email Address, you are able to manually. You are, however, able to change the recipients managers email with a CSV file.

 

Log Updates

If you input incorrect or unrecognised data into your CSV file, the CSV log update will present you with an error.

The error will inform you of what is wrong in the CSV, whether it is the recipient's first name, last name, department, email address, tags, or manager information. With this information, you can revisit your CSV file and make the necessary changes to successfully import the recipient.

 

Available CSV Fields

The following table will display the available fields that can be used when importing a recipient. When importing a recipient, the columns will need to be in the same order as used within the sample CSV and displayed below.

 

Column Format Mandatory
FirstName
  • Alphabetical and numerical values can both be used in this field.
  • This field is case-sensitive.
  • The following symbols can be used: hyphen, apostrophe, period, underscore, ampersand.
 No. This field can be left empty in the CSV file.
LastName
  • Alphabetical and numerical values can both be used in this field.
  • This field is case-sensitive.
  • The following symbols can be used: hyphen, apostrophe, period, underscore, ampersand.
 No. This field can be left empty in the CSV file.
Department
  • Alphabetical and numerical values can both be used in this field.
  • This field is case-sensitive.
  • The following symbols can be used: hyphen, apostrophe, ampersand, period.
 No. This field can be left empty in the CSV file.
EmailAddress
  • Alphabetical and numerical values can both be used in this field.
  • The email address must be in a valid format and verified within your account. Our knowledge base article will explain how to verify new domains here.
  • This field is case-sensitive.
  • The following symbols can be used: hyphen, apostrophe, period.
 Yes, to be successfully uploaded, the recipient must have an email address.
AddTags
  • Alphabetical and numerical values can both be used in this field.
  • This field is case-sensitive.
  • The following symbols can be used: hyphen, apostrophe, underscore, period.
  • Singular tags do not need to be enclosed within square brackets.
  • You can import a recipient with multiple tags to do this separate each with a comma and a space: [tag1, tag2, tag3].
 No. This field can be left empty in the CSV file.
RemoveTags
  • Alphabetical and numerical values can both be used in this field.
  • This field is case-sensitive.
  • The following symbols can be used: hyphen, apostrophe, underscore, period.
  • You can remove a singular tag assigned to a recipient; the tag does not need to be enclosed within square brackets.
  • You can remove multiple tags from a recipient to do this separate each with a comma and a space: [tag1, tag2, tag3].
 No. This field can be left empty in the CSV file.
ManagerName
  • Alphabetical and numerical values can both be used in this field.
  • This field is case-sensitive.
  • The following symbols can be used: hyphen, underscore, apostrophe, period.
 No. This field can be left empty in the CSV file.
ManagerEmail
  • Alphabetical and numerical values can both be used in this field.
  • This field is case-sensitive.
  • The following symbols can be used: hyphen, apostrophe, ampersand, period. 
  • The email address must be in a valid format and verified within your account. Our knowledge base article will explain how to verify new domains here.

No. This field can be left empty in the CSV file.

 

Please let us know if you require any further assistance, you can contact our support team by clicking here. Or by sending an email to support@phishingtackle.com

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