Troubleshooting CSV Imports
If you encounter any issues while importing your CSV file into KarmaCRM, we first recommend that you open the file in a text editor or spreadsheet program to see how the data appears there. This is an example of a CSV opened in Microsoft Excel, the most common spreadsheet program.
- Wrong delimiter: CSV stands for “comma-separated values.” In essence, each item (represented by a cell in Excel) is separated by a comma. If your delimiter is set to a semicolon or other character, the upload will not complete properly.
- Improperly formatted column headers: Be sure to double-check that the columns match the expected values.
- Not saving the file as a CSV: Regardless of what file type you are working with, you will need to save it as a CSV before uploading.