Hi, just starting to use the system (new version).
My contact file in excel. Is pretty clean and ok based on instructions.
But once I save it in MAC excel (Save as, CSV UTF-8 comma delimited csv. format), infusion soft does not recognize this file.
Once I got it to show import but all the columns were together (not separated).
Can anone help?
I have tried to import also this in Macintosh and MS-DOS comma separated format, but system complaings that something went wrong.
FIle has some empty fields as it is an export from old CRM system.
Hi, @Jari_Kaitera. Do you have the option to save it as just “CSV Comma Delimited” I think the problem may be that those other CSV versions are trying to re-encode your data and it’s breaking things. If I knew the file itself was solid, I would upload it to Google Sheets and download it again as a plain CSV and try to upload it again.
@martinc thanks, I eventually also discovered that Excel does not make the CSV file with commas but instead semicolons. So I saved the file in excel, then opened it in text editor, replaced all the semincolons with commas. Then saved it, and it worked. So import completed successfully.
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We have a same problem with CSV and semicolons. We are also using Mac. Have you found easier way to import CSV files than changing semicolons to commas manually in a text editor?