This article will help you better understand the challenge of how to upload your contacts porperly and quickly.
We're guessing you're here because you've faced uploading issues before, or maybe you'd like to prepare for every eventuality. Or you are just interested.
It's easier to solve these sitautions, than you think... and the solution is usually hidden behind the curtain.
1. Did you remove any date from your Excel sheet?
The most common occurrence is when you have an Excel file full of data and you only want to import the email addresses and names of the contacts.
Let’s suppose, you delete some unnecessary columns so only some are left. If you save this sheet as a CSV file, all the deleted columns remain as empty data fields. These will be mapped as “Object” during import.
Check the CSV file and if you see separate characters without any data between them, you need to make some corrections.
Delete the entire columns, not only the inserted data.
2. Did you choose the correct type of Custom Field?
The most common occurrence is when you have text or special characters in a number type custom field.
For example, you have a column in your sheet for phone numbers and you map it as a number type custom field.
If some contacts have a “+” or a “/” in their phone number, this data will be considered TEXT.
In this case the system will skip this data. Contacts who have a “+” or a “/” or no data in their phone number will not be imported.
Use the TEXT field by phone numbers, postal codes, etc.
Choosing NUMBER type is a good option if you plan to segment based on this number.
Fe.: employee number
3. How is your CSV encoded?
You can use UTF-8 or ANSI encoding with the appropriate profile settings.
If your CSV file is UTF-8 encoded (your character separator is , ), please make sure your profile setting is UTF-8.
If you use ANSI encoding (your character separator is ; ) your profile setting should be ISO-8859-2.
If your file isn't properly necoded, then none of your contacts will be added to your list. This can happen if you are saving an XLS file as a CSV file.
To ensure your file is UTF-8 encoded use Google Sheets to create the file and then export that as a CSV
Open your CSV in Libre Office to see what is the type of encoding.
3. How many contacts do you have?
Thousands of contacts with hundreds of custom fields need a little time to be uploaded properly.
Mizy is working hard in the background, just needs some patience.
Break the file down into multiple, segmented list and remove all custom fields you don't need.
4. All of your contacts have an email address, right?
Valid email addresses are required for every contact. If you do not list an email address, or if you have included an email address that is not properly formatted, the contact will get skipped.
Make sure that each contact has an email address in the same column and that they are formatted properly.
5. Are your contacts listed only once in the sheet?
Seems to have fewer contacts in Automizy, then in your CSV? If any of your contacts are duplicated, we will upload them once. The second one will be skipped.
Make sure that your contact(s) is not duplicated.
6. How do you use special characters?
Special characters include but are not limited to apostrophes (') and backslashes (\).
When you have any characters in your file, make sure to use double-quotes in your file.
For example: O'Conner -> “O'Conner”
7. Has your CSV file more contacts than your plan allows?
To increase your customer base, it is necessary to stay in constant contact with potential and existing customers. Then you will need to upgrade your account on the Billing & Upgrade page.