Importing a Spreadsheet
This guide walks you through importing data from a spreadsheet, from preparing your file to reviewing the imported data.To ensure a smooth import, it’s essential to start with a well - prepared file.Follow these guidelines to avoid common import issues.
For an easy start, download and use the Excel(.xlsx) file template to structure your data correctly.This template includes common headers and formatting guidelines, so you can simply replace the sample values with your data.
Supported File Formats
- Excel(.xlsx): Files saved in the.xlsx format, commonly used with Microsoft Excel, are also accepted.This format preserves data structures, including formulas and formatting.
File Naming and Structure
- File Name: Use clear file names without special characters to avoid import errors.Stick to letters, numbers, underscores, or dashes.
- Column Headers: Each column should have a clear, descriptive header, as this will make mapping columns easier. Avoid special characters or emojis in headers to ensure all fields are recognized.
File Size and Row Limits
- File Sizes: Ensure that your file size is within the maximum upload limits.Large files may require longer import times.
- Row Limits: Some import options may have limits on the number of rows per import.Check specifications if you’re working with extensive datasets.
Import Rules & Error Handling
To prevent errors, ensure that your spreadsheet meets these conditions:
| Error Type | Description & Solution |
|---|---|
| Corrupted or Unreadable File | Verify that your file is not corrupted by opening it locally. If the issue persists, create a new file with the same data and reupload it. |
| Unsupported File Format | Only .xls and .xlsx, formats are supported. Save your sheet in a compatible format before uploading. |
| Multiple Sheets Detected | Please upload a file with only one sheet. |
| Empty File | Your file must contain data. Ensure it is not empty before uploading. |
| Merged Cells Detected | Unmerge all cells in your sheet, save the changes, and reupload the file. |
| Formulas Detected | Remove all formulas from your sheet before uploading. |
Example of an Ideal Spreadsheet Format
Below is an example of how your spreadsheet should be formatted:
You can download an ideal format template here to get started.
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