The Lead Gen & CRM Import Tool is designed to add leads to the Contact Manager in seconds. For the most part, adding a Comma-Separated Value (.CSV) file is straightforward. However, there are issues that occur when trying to import a spreadsheet as a .CSV file.
Administrators | ✓ | |
Company Managers | ✓ | |
Marketing Managers | ✓ | |
Sales Managers | ✓ | |
Salespersons | ||
Jr. Salespersons |
The Import Tool uses information from .CSV files and creates contact lists from this information. These files contain only alphanumeric data and are presented in a table format.
When troubleshooting .CSV file content, be aware that your data requires certain information. If you do not include this information in your .CSV file, the import will not complete as intended. Any .CSV file that you import should be structured similar to the following:
First Name | Last Name | Is Unsubscribed | |
Galileo | Galilei | g@polymath.com |
0 |
Edwin | Hubble | space@extragalatic.com |
0 |
Hipparchus | math@trig.com |
1 |
When troubleshooting .CSV files, be aware of the following:
To best diagnose errors in .CSV files, open the .CSV file in a text editor like Notepad++ or TextEdit.
This will allow you to diagnose any problems with the format of the .CSV file. The .CSV file will appear much different in the text editor than it does in spreadsheet programs.
When troubleshooting files, consider the following when looking through text:
Commas that represent separate columns are called delimiters. Ensure that the rows are comma-delimited. Rows containing commas as data—and not as record separators—should have their fields encased in quotation marks to avoid this data being misinterpreted as a delimiter.
Each comma represents a separate column, while each new line represents a new row. They should not be separated by tab stops, colon characters, or anything other than a comma. The format of the .CSV file should appear in the text editor as the following:
If everything seems correct, open the .CSV file in Excel and confirm the presence of a valid header.
Scroll through the document and ensure that the number of rows is not too large.
Make sure that your documents have no more than 100 columns.
Check the file size and confirm that the .CSV file is 10MB or less. If the file is larger, you will need to split the .CSV file into multiple smaller files.
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