We recommend periodically overwriting your roster to keep data current—especially if you use Automated Campaigns (to remove terminated employees).
Step 1: Clear Your Old List
Start fresh by removing outdated data.
Go to the Recipients Tab.
Check the box next to "First Name" (top left of the list).
Click "Select all [X] recipients" that appears at the top.
Click "Remove [X] recipients".
💡 Pro Tip for Owners: Before deleting, click "Email Report" (top right) to download a backup of your current list.
Step 2: Upload Your New List
Upload your updated spreadsheet (CSV) with these columns:
Required: First Name, Last Name, Email, Country (2-letter code).
For Automations: Include Hire Date or Birthday.
For Multi-Account Users: If uploading to "All Accounts," ensure the Sub-account Name matches exactly. Separate multiple sub-accounts with a semicolon (
;).