PLATFORM WORKFLOW
Task Description: Format Spreadsheet for Importing
Objective: To show Organizational Admins and Users how to format spreadsheet for importing
Organization: All
System Permission Level: System Admin/User and Organization Admin/User
When importing a spreadsheet, there are a few formatting requirements that need to be followed to ensure the data is imported correctly.
Header Field
Try to match the header field to the field names in standard, business or custom fields. This will speed up the import process significantly.
Phone Numbers
For columns that contain phone numbers, change the cell format of the column to Number. We also recommend you format the phone numbers in the following format:
- (123) 456-7890
- 456-789-0123
- 7890123456
Monetary Value
For columns that contain monetary values, change the format of the column to Number. Do not increase the decimal value to more than two places. If the monetary value contains no change, feel free to remove the decimal places.
Other Fields
For all other fields, keep the cell format in General.
Spreadsheet File Type
After all changes are made, save the spreadsheet as a .CSV file.