--- title: Recipients description: Recipients are your clients who will receive client/sales and other communication output generated by Assette. Output generated from the Output Center can be configured to be delivered via mail or email to the Recipients added from the Input Center.  Go… url: "https://learn.assette.com/docs/import-recipients/" updated: "2025-05-08" category: Users / Legacy Support / Input Center --- # Recipients Recipients are your clients who will receive client/sales and other communication output generated by Assette. Output generated from the Output Center can be configured to be delivered via mail or email to the Recipients added from the Input Center.  Go to **Recipients Summary** page and click on **UPLOAD RECIPIENTS** in the top right corner of the window. **Input Center ->Recipients -> Summary** ![Recipients 1](https://learn.assette.com/wp-content/uploads/2024/07/image-74.png) Then click on **DOWNLOAD TEMPLATE **to download the** Recipients_Upload_Template.xlsx**. ![Recipients 2](https://learn.assette.com/wp-content/uploads/2024/07/image-75.png) Open the downloaded excel template and enter the recipients' details under the given fields. The descriptions of the fields/column headings are provided in the Instruction sheet. ![Recipients 3](https://learn.assette.com/wp-content/uploads/2024/07/image-76.png) - Enter the list of recipients and their details as required under the columns and save the file. - **Recipient Code, Account Code** and either email or mail address are mandatory fields.  - Details of at least one delivery mode should be present. (Email or Mail)  - If "Mail" has been selected then mail address, **Address 1** and **City **are mandatory fields. - If either **Organization Code** or **Organization Name** is entered, the other is mandatory. In other words, you can leave both fields blank or fill both. ![Recipients 4](https://learn.assette.com/wp-content/uploads/2024/07/image-77.png) 1. **Email TO** and **Email CC** fields in the recipients' details are overridden by the **To Email List** and **Cc Email List** under Batch Configurations (Admin Center -> Configurations -> Batch) . i.e. Email sent via Assette will be sent to the addresses added under Batch Configurations disregarding the TO and CC email addresses entered in the excel sheet. You can keep these fields under Batch Configurations blank to prevent overriding delivery details entered from the Input Center->Recipients.  2.  Email address(s) added under **Mandatory Bcc Email List** will be included in addition to the email address(s) entered under **Email BCC** in the excel sheet. i.e. Email sent via Assette will be BCC to the email address(s) entered under **Mandatory Bcc Email** List as well. This email address(s) does not override the **Email BCC** , but is included. Admin Center -> Configurations -> Batch **D**elivery information added under Configurations (**Admin Center -> Configurations **) can override the recipient details entered in the excel sheet. ![Recipients 5](https://learn.assette.com/wp-content/uploads/2024/07/image-78.png)  If no name is entered for **From Display** in the excel sheet, the **Client Name** added under Firm Configurations (**Admin Center->Configurations->Firm**) will be used in the emails sent to the recipient.  i.e. The name added under Firm Configurations will be displayed in the email sent via Assette when the **From Display** field is left blank in the excel sheet. If both From Display and Client Name are empty, no other name will be displayed in the email.  ![Recipients 6](https://learn.assette.com/wp-content/uploads/2024/07/image-79.png) Similarly, the **Client Email Address** under Email Configurations (**Admin Center ->Configurations ->Email**) will be used when no email address is added for **From Email** in the excel sheet. By default, *clientservice@assette.com* is added as the Client Email Address, which will be displayed as the From address in the emails sent to the recipient when From Email field is left blank. **Admin Center -> Configurations -> Email** ![Recipients 7](https://learn.assette.com/wp-content/uploads/2024/07/image-80.png) **Upload Recipients List** - Click **UPLOAD **and insert the saved **Recipients_Upload_Template.xlsx** file. ![Recipients 8](https://learn.assette.com/wp-content/uploads/2024/07/image-81.png) - You will then be provided with a summary of the input records. - Click **NEXT **and then click **SUBMIT **to save after reviewing the newly added recipient records. - Once saved, you will be redirected to the **Recipients Summary** page where you can see the summary of the uploaded recipients' list.  - Click on the expand/collapse icon and also on the ![Recipients 9](blob:https://learn.assette.com/b1e28d52-dde6-4b58-928d-c78c92dd0978) icon to view additional details of each recipient. ![Recipients 10](https://learn.assette.com/wp-content/uploads/2024/07/image-82.png) **4. Recipients Summary** - **Recipient Summary **view will show you a detailed view of the uploaded recipient list including the recipient count, recipient codes, organization, email to, cc, bcc counts for each recipient code and the number of accounts per recipient. ![Recipients 11](https://learn.assette.com/wp-content/uploads/2024/07/image-83.png) - **Recipients** can be expanded (by recipient or all recipients) and in the drop down, the account code, names and email addresses are visible. ![Recipients 12](https://learn.assette.com/wp-content/uploads/2024/07/image-84.png) **5. Recipient History** - **Upload History** page (**Input Center->Recipients->History**) shows you the details related to previous Recipient uploads; uploaded by, date, number of recipients. You can also download the previously uploaded excel sheet by clicking on the ![Recipients 13](blob:https://learn.assette.com/013135bc-9413-41ee-985c-2d2162a4e4e5)in the history record. ![Recipients 14](https://learn.assette.com/wp-content/uploads/2024/07/image-85.png) **6. Update Recipients** - The list of recipients can be updated by re-uploading the edited excel sheet. - To do this, go to Recipients History page.**Input Center->Recipients->History** ![Recipients 15](https://learn.assette.com/wp-content/uploads/2024/07/image-86.png) - Click on the ![Recipients 16](blob:https://learn.assette.com/52c90de4-2a56-45bc-82b1-e44678ad1f9d) icon of the top record to download the latest recipient details. - Then update the details of the recipients (add/modify/delete)  in the excel sheet and save the file. - Then go to **Recipient Summary** page. **Recipients->Summary** ![Recipients 17](https://learn.assette.com/wp-content/uploads/2024/07/image-88.png) - Click on **UPLOAD RECIPIENT** in the top-right corner of the window to open the  Upload Recipient page. Then click **Upload **and insert the updated excel sheet. ![Recipients 18](https://learn.assette.com/wp-content/uploads/2024/07/image-89.png) - Once updated, you will be provided with the information of the latest updates and the list of recipients. - Click **NEXT **to move to the second step where you are provided with a summary of all updates made compared to the existing recipient details. ![Recipients 19](https://learn.assette.com/wp-content/uploads/2024/07/image-90.png) - Review the updates and then click **SUBMIT **to save the new list of recipients. ![Recipients 20](https://learn.assette.com/wp-content/uploads/2024/07/image-91.png) - After updating the recipients, make sure to go to **Batch Settings** (Output Center ->Batch->Settings) and update the batch settings of the newly added recipients and their accounts. **Note: **Once you have updated the recipients, your existing batch settings will be lost for any deleted recipient(s) and account(s). However, the settings associated with the recipient(s)/account(s) which were not deleted will remain the same. **Output Center ->Batch->Batch Initiate** - Before updating the recipients, the saved batch settings were as below. ![Recipients 21](https://learn.assette.com/wp-content/uploads/2024/07/image-93.png) - After updating the recipients, the batch settings have been updated as below. - Account codes; *fcpp *and *bami *have been dropped from the recipients. Hence, only those settings valid as per the latest recipient details remain. ![Recipients 22](https://learn.assette.com/wp-content/uploads/2024/07/image-92.png)