The SharpSpring 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 a straightforward. However, there are issues that occur when trying to import a spreadsheet as a .CSV file. This article will detail the most common issues to look for before attempting to import a .CSV file.
The following user roles can upload contacts through the Import Tool:
- Company Managers
- Marketing Managers
- Sales Managers
- Use Text Editors
- Search for Incorrect Characters
- Comma-Delimited Files
- Document Structure and Size
- Ready to Learn More?
Use Text Editors
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.
Search for Incorrect Characters
When troubleshooting files, consider the following when looking through text:
- Ensure the file contains ASCII text. In either a text editor or a spreadsheet program, scan the .CSV entirely and look for any rows containing garbled multi-byte characters. Often, these are represented as symbols. These characters could indicate that an encoding issue occurred while producing the document initially, and this error could cause records to be rejected.
- Blank space causes errors. Ensure that the document does not contain a large number of empty or blank spaces or lines. These spaces and lines are notable by the presence of many rows containing only commas, or the ability to keep scrolling down past the point where visible data is present. Additionally, if the CSV is a single-line document, blank space can be to the right of visible data. scroll to the right as far as you can and apply the previous instructions regarding scanning for junk data.
- Look for problem semicolons. Semicolons can cause errors in .CSV files, such as when mapping to a checkbox group. This data should be separated by commas.
- Check for misplaced or incorrect quotation marks. An overlooked character is the quotation mark, and it can cause no shortage of errors. Quotes within quotes should be represented as two quotes next to each other. For example, "Field has ""quoted values"" inside."
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:
Document Structure and Size
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.
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.