Reformatting A CSV For Upload

Uploading a data file into Sales Connector can be crucial for a variety of reasons. The most compatible file format for Sales Connector is CSV (Comma Separated Values). This guide will walk you through the necessary steps to upload your data and also provide best practices on how to format your CSV file for a successful data import.

• Name
• Company
• LinkedIn

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How Does It Work?

To successfully upload data into Sales Connector, the initial step is correctly formatting your CSV file. Essential columns to include in your file are Name, Company, and/or LinkedIn. Ensuring these are present will facilitate a seamless integration process.

Name

Often times, spreadsheets with be formatted with first and last names in separate columns. To upload into Sales Connector, you'll need both first and last names together in the same column. Below is a step-by-step process to re-formatting First Name and Last Name into a new Name column.

1. Insert new column
2. In the topmost cell, title the column "Name"
3. In the second cell, insert the following formula:
• Detailed: =[FIRST NAME CELL]&"[SPACE]"&[LAST NAME CELL]
• As seen in Excel: =B2&" "&C2
4. To extend this for the entire column, hold your cursor in the bottom righthand corner of the cell and double click
5. Copy entire column
6. Right click > Paste Special > Values

Company

This column must be labeled Company. Any variations, such as Company Name, will impact the upload.

LinkedIn

This column must be labeled LinkedIn. Any variations, such as LinkedIn URL, will impact the upload.

Related Topics

• Creating A Campaign

For more information, contact your Admin or Account Manager.