Last Updated: 03/22/23
Applies to:
The clients who are using CSV for data migration
Common Causes / Issues:
- Difficulties regarding the correct CSV file format for data migration
Solutions Overview:
Explanation of the requirements for the CSV file to make the data migration successful
Tactical Rundown:
A CSV is a comma-separated values file that allows data to be saved in a table-structured format. Traditionally they take the form of a text file containing information separated by commas. CSVs look like a garden-variety spreadsheet but with a .csv extension.
Requirements to the CSV file:
- The file should contain the Column “id” or “Id” with the unique values
- Separator character is comma ( , )
- The file can be downloaded from Dropbox, Google Drive, One drive or Computer Hard drive
- The file type (extension) is .CSV
Please Note. If you use Windows OS, please make sure that the file name has an extension .CSV right within the name, like FILENAME.CSV - The file size is less than 1 Gb
For example:
Migrate a part of your data from Excel to CRM and see if it works for you.
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Still Need Help?
Please submit an inquiry on the contact page or email support@syncmatters.com.