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Upload a Press List

Last updated

By PitchFriendly

Import an existing reporter spreadsheet into a pitch from the pitches page.

Choose the spreadsheet

Open the pitch and find Upload / Import. Drag the file onto the upload area or select the area to open the file picker.

Upload or Import area on a pitch page

Map the uploaded columns

PitchFriendly displays the spreadsheet's column names in the first row and the destination data types in the second row.

Press-list import screen with source columns and destination fields

Choose the correct data type for each column. Imported fields become available for mail merge and appear with the reporter's other information. Enter a custom type if the menu does not include the required one.

Data-type menu for an uploaded press-list column

Exclude columns you do not need

Choose Don't Import for any column that should not be saved. Retain fields that may be useful for research, personalization, or mail merge.

Don't Import selected for an unused spreadsheet column

Finalize the import

Select Finalize Import. PitchFriendly returns to the pitch and displays the imported reporters and fields.

Pitch page populated with imported reporters