It is crucial that data to be imported is in the proper format for the migration to be completed in a timely manner. Poor formatting could lead to failed imports, conflicting data, and additional efforts correcting data. This is the responsibility of the customer and can take hours of work. Encoding your Comma-Separated Value (.CSV) files in Unicode—specifically, UTF-8 format—is crucial to ensuring your imported data saves correctly within Lead Gen & CRM. UTF-8 can account for invalid/erroneous characters contained in a document that, if included during an import or migration, would result in data corruption.
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 saving .CSV file content, any .CSV file that you intend on importing 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 saving .CSV files, be aware of the following:
You can save .CSV files in Numbers for Mac.
To save .CSV files, do the following:
You can save .CSV files in OpenOffice.
To save .CSV files, do the following:
You can save .CSV files in Microsoft Excel.
To save .CSV files, do the following:
If your system or program of choice exports .CSV files to a different format, you still need to save it as a .CSV file in Unicode (UTF-8) format prior to importing it into Lead Gen & CRM. The following list contains external help documentation for various systems, programs, and vendors:
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