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.
I made a mistake with my import--how do I fix it?
It’s easy to redo or undo an import after it’s finished. On the “CSV import finished” notification, simply click “Review Import”:
The page appears where you can the details of your import. The header part of the page contains the basic information about the import--who completed the import, the file name, and how many records it included.
On the right side of the page, there is a box with different actions you can take:
Simply choose the option you need.
Note: if you click “confirm”, you will NOT be able to undo it or redo the import. Only “confirm” if you are sure it’s correct!