Most of our customers will deal with their data in Excel spreadsheets and therefore will be uploading their contacts through a CSV. We’ve got some handy tips to make sure all your numbers get uploaded perfectly!
Initially, you want to remove anything from your spreadsheet that you don’t want to be uploaded into the platform. You have the option to have their name number and 3 custom fields, so the first 6 columns will be uploaded into the platform.
When saving an Excel document as a CSV file, it will save it exactly how it looks. Although Excel is awesome with numbers, when it comes to phone numbers it tends to struggle and will often shorten it so there is an E+10 or E+11 at the end. Because this is how the CSV will save it the platform won’t be able to detect that they are numbers and therefore will not be able to successfully upload the file.
So you need to ensure that the numbers are formatted correctly, by selecting the column with your numbers in it and right-clicking, then select ‘Format Cells’. You will see a pop-up box, with several options down the left-hand side and you want to hit the ‘Number’ tab. Then where it says ‘Decimal places’, you want to set this to 0. As soon as you hit ‘Go’ your numbers will all be formatted correctly and ready to go.
As a note, excel may remove the first ‘0’, don’t panic if this happens as the FireText platform can recognise any numbers uploaded in the format of 07*** 447*** or just 7***! The system will also remove any spaces, or other characters too. So, if you have a hyphen or even some of the number in brackets, the platform will still upload these as numbers.
NOTE: If your account is set up for International sending, then ALL of your numbers must be entered with the country code. As such, all UK numbers must be uploaded as 447****** only. We have a handy blog on this here.
A few last things to double check is, the number of sheets on your document, ideally, you only want the one however if there are more than one, you need to make sure it is the first.
Once those final checks are done you’re all ready to save, simply just select save as and hit the ‘CSV (Comma delimited) (*.csv)’ option.
Now you’re ready to upload them into the platform and we have an awesome guide that will explain step by step how to do this