Issue: Import Request failing
Related Queries raised:
– Receiving an error even if the file format is .csv.
– Not able to proceed past Stage 01 in Lead Import.
– The file shows a “red-dot”
Findings:
– The Comma Separated Values – file type is stored as <value>, <value>, <value>, < >, …. and so on. In Excel, the format is generally “delimited” to consider the carriage return “ ” as a new row but fails to recognize the different columns and you may be able to notice that column values are all stored as “value”, “value”, “value”.. in the same column A as shown below:
– LeadSquared DB is, however, sensitive to the column character limit and hence the file needs to encoded/transformed which is only available in the CSV UTF-8 (delimited) format.
– Note: The Lead Export which is retrieved from our platform is the CSV – delimited format, meaning, the file will look somewhat like the above screenshot.
Next Steps of Action:
The supported file type is displayed in Excel as follows: “CSV UTF-8 (Comma delimited) (*.csv)”.
In order to save the folder in the specified format, kindly reproduce the following steps(attaching images for your reference):
1) Kindly open your CSV File in MS Excel. Please select the header: “File”
2) Kindly select “Export”
3) Please change the file type using “Save As”
4) Kindly select CSV UTF-8 (Comma delimited) only.
5) Once the same is done, you would be able to observe a green dot(as shown below) on your file when attempting the import, meaning the file is ready for import.
Hope this helps 🙂
