Before uploading your customer database using a CSV or XLS file, it is a good practice to ensure it is in a format that the CRM can read and import as a table. This can be done by uploading the file as a raw data table, which will allow easy aggregating and grouping in your CRM account.

Please follow our tips to make sure your data is in a raw table format.

1. An email for each contact

The email is the user ID in our CRM and it's what will allow the contact to be created and avoid duplicates. Make sure it has the correct format: without blank spaces and with all the characters.

2. Remove unnecessary cells.

The first row in the file must begin with a header row that describes the data in the column. Any other titles, descriptions, etc should be removed. Ensure each cell is populated, and each record has data across all columns.

Remove any filler rows and ensure each header has a unique name like in the example below:

In some fields, information in the cell is required. If you encounter errors during your upload, try filling any empty cells with "N/A".

3. Ensure that all numeric and date columns are visible.

If a column is truncated to numeral symbols (#) or scientific notation (1.23E+10), they will be exported as such. Make sure data is visible as an integer or decimal.

4. Avoid using special characters in the first row (!@#&¨´/*]%$)

The first row should only contain numbers, letters, or underscores.

5. Remove special formats or formulas.

Formulas or special formats won't be processed during data import. To fix this, use the =CLEAN(A1) function, then copy and paste the cleaned data as values only.

6. Remove all double quotes.

Replace all double quotes (") with a blank space or use =CLEAN(A1) function to do so.

7. Use the correct language format

To ensure our platform recognizes the language, we recommend using the ISO 639-1 code for each language.

8. Use the correct date format

If there are dates in your database, the format should be yyyy-mm-dd.

9. Check the Marketing Consent format

When adding a column for Marketing Consent, use TRUE or FALSE to show whether the contact has given consent or not. The CRM system doesn't not accept any other format.

10. Use the correct format for phone numbers

If you want to send SMS Campaigns, you will need to use one column for the phone prefix (i.e +34) and another column for the phone number (111 222 333 or 111222333. If you do not plan to send campaigns by SMS, but only by email, you can leave only one column for the prefix and the phone number.