Import/Export Tools

Overview

OnPitch provides secure import and export tools to help you manage your subscriber data effectively. These tools allow you to backup your fan information, import existing subscriber lists, and work with your data in external applications while maintaining strict security and privacy standards.

What You'll Need

An active OnPitch account with subscriber data
Access to your dashboard's "Fans" section
CSV files for import (if importing data)

Exporting Subscriber Data

1. Accessing Export Function

Navigate to your fan data dashboard and locate the export controls.

Step 1: Go to your dashboard and click on "Fans" in the sidebar

Step 2: Look for the "Export" button in the top-right corner of the fan data table

Step 3: Click the "Export" button to initiate the process

OnPitch screenshot

What you should see: An "Export" button alongside the "Import" button in the fans section header.

2. Export Process and Security

OnPitch takes data security seriously during the export process:

Step 1: Click the "Export" button

Step 2: A confirmation modal appears explaining the security process

Step 3: The system generates your export

Step 4: An OnPitch team member is automatically notified

Step 5: You'll receive the export file to the primary email associated to your OnPitch account

OnPitch screenshot

3. Export File Contents

Your exported CSV file includes:

Name: Subscriber display names
Contact: Phone numbers or email addresses
City: Location information
Region: State/province data
Country: National location
Preferences: Communication preferences in readable format

4. Export Delivery

Due to security requirements:

Export files are not immediately downloadable
An OnPitch team member reviews and processes the request

Importing Subscriber Data

1. Accessing Import Function

Import new subscriber data using the CSV upload feature:

Step 1: Navigate to the "Fans" section of your dashboard

Step 2: Click the "Import" button next to the "Export" button

Step 3: The CSV upload modal opens

Why this matters: Importing allows you to add existing subscriber lists.

2. CSV Upload Interface

The import modal provides a user-friendly upload experience:

Drag and Drop: Drag CSV files directly onto the upload area

File Selection: Click to browse and select files from your computer

File Validation: Automatic checking of file type and size

Progress Indication: Real-time upload progress display

OnPitch screenshot

3. File Requirements and Validation

Your CSV files must meet specific requirements:

File Type: Must be .csv format

File Size: Maximum 15MB per upload

Content Format: Proper CSV structure with appropriate headers

Data Quality: Valid contact information and properly formatted data

Note: Failure to provide quality data that can imported will result in processing delays.

4. Import Processing

After successful upload:

Step 1: File uploads to secure OnPitch storage

Step 2: Automatic notification sent to OnPitch team

Step 3: Manual review and processing begins

Step 4: Data is imported with proper validation

Step 5: You're notified when import is complete

OnPitch screenshot

What you should see: Confirmation that your upload is complete with information about processing timeline.

Expected result: Your subscriber data is imported safely within 48 hours with proper oversight.

Data Security and Privacy

1. Security Measures

OnPitch takes security seriously by:

Encrypted Storage: All uploaded and exported files are encrypted
Human Oversight: Team members review all import/export requests

Why this matters: These measures protect both your data and your subscribers' privacy throughout the process.

Best Practices

1. Regular Backups

Export your subscriber data regularly for backup purposes
Store exported files securely on your own systems
Keep backups updated as your subscriber base grows

2. Data Quality Management

Clean your data before importing to ensure accuracy
Verify subscriber marketing message consent before importing external lists
Remove duplicates and invalid contacts
Maintain consistent formatting across imports

3. Compliance Considerations

Ensure all imported subscribers have given proper consent
Respect subscriber preferences from previous systems
Document the source and consent basis for imported data

Troubleshooting

Export Issues

Export Not Received: Check with OnPitch support about processing status

Import Problems

File Too Large: Split large files into smaller chunks under 15MB
Invalid Format: Ensure your file is saved as .csv format
Upload Fails: Check your internet connection and try again
Processing Delays: Allow up to 48 hours for import completion

Data Quality Issues

Missing Information: Some fields may be empty if not provided in source data
Formatting Problems: Ensure consistent data formatting in your CSV files
Duplicate Entries: OnPitch will identify and handle duplicate subscribers appropriately

Next Steps

After mastering import/export tools, you can:

Set up regular backup schedules for your subscriber data
Migrate from other platforms using the import functionality

These tools give you full control over your subscriber data while maintaining the highest security and privacy standards.