DocuSend Bulk Mailing via CSV File Plus PDF | DocuSend

CSV & PDF Upload FAQs – DocuSend Merge Mailing Solution

Quick answers to common questions about uploading address files and documents to DocuSend.

Can I upload multiple CSV files?

You can upload a single CSV file containing all mailing addresses for your job. Multiple CSV uploads are not supported within a single mailing.

Can I upload multiple PDFs?

We recommend uploading one primary PDF. Additional flyers can be uploaded in the Review Job section before submitting your order.

What is the format for the CSV?

The CSV must contain one row per address with the following fields: Company Name (optional), Contact Name, Street Address, and City, State, ZIP code.

Do you have a CSV sample to download?

Yes. A downloadable CSV sample and PDF sample are available in the Helpful Hints section of the CSV Upload page.

Can I send standard mail using the CSV feature?

Yes. Standard mail is available for mailings of 250 or more domestic U.S. envelopes. Any international address will default the job to First-Class Mail.

Are there any formatting requirements for the PDF file?

Yes. The PDF must contain generic content and be formatted as letter size.

What data fields are required in the CSV file for bulk mailing?

Your CSV must include the full mailing address for each recipient: recipient name or company name, street address, city, state, and ZIP code.

How do I match CSV records to the correct PDF pages?

When using mail merge, the PDF is a generic template sent to all recipients, so no individual page matching is required.

Matching CSV records to specific PDF pages is supported via a special CSV mapping feature available through our API integration. Please contact customer support for details.

Is there a limit to the number of recipients per CSV upload?

There is no recipient limit. For optimal performance, we recommend uploading CSV files with no more than 5,000 records per batch.

Can I reuse a CSV file for future mailings?

Yes. You may reuse the same CSV file for future mailings. The CSV and PDF are automatically merged during processing.

What happens if there is an error in the CSV file?

If the CSV does not meet formatting requirements, an error message will appear during upload explaining what needs to be corrected.

How can I verify recipient data before submitting the mailing job?

We strongly recommend using the “Review Individual Documents” option after merging to confirm all addresses were processed correctly.

Are international addresses supported in CSV uploads?

Yes. International addresses are supported when using First-Class Mail. Please include the country name on a separate line following the city, state, and ZIP code.