How do I format my Acquisition Plan template?

Overview 

Properly formatting your Acquisition Plan template ensures a smooth import process. This article guides you through the required format for each column in the template. 

Step 1: Use the correct spreadsheet format 

1. Create or open an Excel spreadsheet 

2. Ensure your file includes all required columns: Segment Number, List Number, Segment Name, Package ID, Source Code, Package Cost, and List Cost 

Step 2: Format the Segment Number column 

1. Use numeric characters only 

2. Enter maximum of 2 characters 

3. Note that each package ID creates a subsegment within the segment 

Step 3: Format the List Number column 

1. Use numeric characters only 

2. Enter maximum of 25 characters 

3. Avoid leading with zero (0) 

4. Remember: A segment can include only one list number, and subsegments share the same list number 

Step 4: Format the Segment Name column 

1. Enter maximum of 100 characters 

2. Do not use special characters (% * ! @ # $ ^ & ( ) { } [ ] \ | . , < > / ~ ` : ; ' " = +) 

Step 5: Format the Package ID column 

1. Enter maximum of 100 characters 

2. Include only packages that are Acquisition Plan type 

3. Note that Direct Mail - Housefile Plan cannot be uploaded for Acquisition Plans 

4. Ensure each subsegment within a segment has a unique package ID 

Step 6: Format the Source Code column 

1. Enter maximum of 50 characters 

2. Do not use special characters (% * ! @ # $ ^ & ( ) { } [ ] \ | . , < > / ~ ` : ; ' " = +) 

Step 7: Format the Package Cost and List Cost columns 

1. Use numeric characters between 0 and 999,999.99 only 

2. Exclude "$" symbol from the file when exporting 

3. Note that these fields are not required for upload and can be added after the plan is completed

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