Editing
CSV file import
(section)
Jump to navigation
Jump to search
Warning:
You are not logged in. Your IP address will be publicly visible if you make any edits. If you
log in
or
create an account
, your edits will be attributed to your username, along with other benefits.
Anti-spam check. Do
not
fill this in!
=== Step-by-step instructions === Follow these steps to prepare and import your CSV file: 1. **Create a CSV file**: Start by making a copy of your master contact file. Work on the copy to avoid losing any original data. 2. **Format your CSV file**: - **Columns**: Only include columns you intend to map to fields in ActiveCampaign. Remove any unneeded columns. - **Rows**: Delete all empty rows and any rows without valid email addresses or phone numbers, as these contacts will not be imported. 3. **Ensure proper field formatting**: - Date fields must be formatted as YYYY-MM-DD, without spaces or slashes. - For **multiple tags**, separate them by commas (e.g., Tag1,Tag2). - When importing multiple values for a single field (like checkboxes), use the double-pipe || delimiter (e.g., Value1||Value2). - Verify that all email addresses are spelled correctly and follow standard formatting. - Confirm that all phone numbers adhere to E. 164 formatting (e.g., +13125555555). - Enclose all special and accented characters in double quotes and ensure your CSV uses UTF-8 encoding. - Remove any line breaks from the data, as they can cause import errors. - Avoid using emojis; their presence can halt the entire import process. 4. **Utilize the provided sample CSV**: To streamline the formatting process, you can download and use the [sample CSV file](https://d226aj4ao1t61q.cloudfront.net/e7xdqc20_sampleimportfile.csv) as a template. 5. **Break up large files**: If your import file contains a substantial amount of data, consider breaking it into smaller files. It is recommended to wait at least one hour between imports to prevent slow processing times and to troubleshoot any issues effectively.
Summary:
Please note that all contributions to Activepedia may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see
Activepedia:Copyrights
for details).
Do not submit copyrighted work without permission!
Cancel
Editing help
(opens in new window)
Navigation menu
Personal tools
Not logged in
Talk
Contributions
Create account
Log in
Namespaces
Page
Discussion
English
Views
Read
Edit
Edit source
View history
More
Search
Navigation
Main page
Recent changes
Random page
Help about MediaWiki
Tools
What links here
Related changes
Special pages
Page information