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 at least 5 columns. The 6th column scheduledDate is optional but unlocks auto-draft reminders.

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

6scheduledDateOptional

Optional: AI auto-drafts this lead on this date. Accepts YYYY-MM-DD or DD/MM/YYYY. Past dates are ignored.

2025-06-20

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