What is the right format for the CSV file import?
Ensuring the correct file format is crucial when importing files into LeadDelta.
Since file specifications vary based on the version of Excel you're using, understanding the technical prerequisites is essential before you start importing. This breakdown will assist you in formatting your file accurately, minimizing the risk of errors during the upload process.
File Size: Files must be less than 5MB (5MB is a hard limit, but it's best to keep the file size under 5MB for better performance)
File Format: Files must be in .csv format.
File Encoding: Files should be UTF-8 encoded for best performance, especially if any special characters are included.
Single Sheet: Each file should consist of only one sheet.
Header Row: Include a header row with column names for easier mapping with LeadDelta fields. The order of column headers can be arranged flexibly without impacting the import process.
Once you've confirmed the file's correct format, you can proceed to the import and mapping phase.
Map Columns: This step involves matching the column headers in your file with the corresponding columns in LeadDelta.
Unique Identifier: It is a property value that distinguishes each record uniquely within LeadDelta. In the v1 of this feature, the available unique identifiers for imports are the email field or the LinkedIn URL.
Email: The contact's email address, which is essential during contact imports to prevent duplicates or overwrite existing information for the correct contact record.
This is how the columns in the file should look like:
You can download the sample .CSV file here to make sure that the format is correct. You can add your own columns and data to this file.
In case the file you're trying to upload is not in the right format, encoding is different, or you're missing the unique ID field, the system will throw an error message.
Thanks,
Your LeadDelta team
P.S. Growing a business is hard. We try to make it a bit easier, here.
Since file specifications vary based on the version of Excel you're using, understanding the technical prerequisites is essential before you start importing. This breakdown will assist you in formatting your file accurately, minimizing the risk of errors during the upload process.
File requirements and technical limits:
File Size: Files must be less than 5MB (5MB is a hard limit, but it's best to keep the file size under 5MB for better performance)
File Format: Files must be in .csv format.
File Encoding: Files should be UTF-8 encoded for best performance, especially if any special characters are included.
Single Sheet: Each file should consist of only one sheet.
Header Row: Include a header row with column names for easier mapping with LeadDelta fields. The order of column headers can be arranged flexibly without impacting the import process.
Once you've confirmed the file's correct format, you can proceed to the import and mapping phase.
Map Columns: This step involves matching the column headers in your file with the corresponding columns in LeadDelta.
Unique Identifier: It is a property value that distinguishes each record uniquely within LeadDelta. In the v1 of this feature, the available unique identifiers for imports are the email field or the LinkedIn URL.
Email: The contact's email address, which is essential during contact imports to prevent duplicates or overwrite existing information for the correct contact record.
This is how the columns in the file should look like:
You can download the sample .CSV file here to make sure that the format is correct. You can add your own columns and data to this file.
In case the file you're trying to upload is not in the right format, encoding is different, or you're missing the unique ID field, the system will throw an error message.
Thanks,
Your LeadDelta team
P.S. Growing a business is hard. We try to make it a bit easier, here.
Updated on: 26/04/2024
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