File Format

Upload Your First File

The only file QubrixMail needs is a standard Excel spreadsheet. If you already manage your clients in Excel, you're already halfway there.

File Structure

Your file needs exactly 5 columns. Each row = one scheduled email to one client.

1Client Name

Your client's full name or company

Acme Corp

2Client Email

Their email address

finance@acmecorp.com

3Email Subject

The subject line for the email

Invoice Reminder — March 2025

4Message

The full email body text

Hi John, just a reminder...

5Follow-up Date

The date to send the email

15 March 2025

How to Upload

Go to Upload File from the left menu in your dashboard

Click the upload area or drag and drop your .xlsx file

QubrixMail shows you a preview of all detected rows — check it looks right

Click Confirm Upload when you're happy

✅ Once uploaded, QubrixMail automatically schedules every row. You don't need to do anything else.

Tips for a Smooth Upload

Follow these habits and your uploads will always work perfectly.

One row per client email — no merging, no combining multiple emails in one row

Use a consistent date format throughout — e.g. 15/03/2025 or 15 March 2025

Write your message as if you're sending it today — good drafts save approval time

Remove any blank rows at the top or bottom of your file

Use plain text cells — avoid bold, coloured cells, or merged headers

Supported File Formats

.xlsx (Excel 2007+) Supported

.xls (Older Excel) Supported

.csv Contact support

.pdf, .docx, others Not supported

Multiple files: You can upload as many files as you like. Each is processed separately, and all scheduled emails appear together in your dashboard.

Next Step

Approving Emails

Continue