Importing Tips and Requirements

Importing Tips and Requirements

Importing Data Files into Mojo

File Requirements

  • Acceptable formats:

    • Comma Separated Value (*.csv) - preferred
    • Microsoft Excel (*.xls, *.xlsx)

  • Phone number formatting:

    • Each phone number must be in a single cell
    • All phone numbers must use consistent formatting:
      • Either 5555555555
      • Or (555) 555-5555
      • Or 555-555-5555

  • Data formatting guidelines:

    • Avoid special characters when possible
    • Left-justify all data in cells
    • Data must be on Sheet 1 of the file
    • Keep file size under 5 MB (split larger files)

Import Tips for Success

  • Organize your data files:

    • Segment by List, Group, Source, and assigned Mojo user (manager)
    • Review if additional miscellaneous fields are needed

  • Simplify the mapping process:

    • Use header rows with exact Mojo field names 
    • The header row should be on Row 1 of your file
    • The data should be on Sheet 1 of your file

  • How to fix a corrupt file:

    • Copy the data from your file

    • Open a New file

    • Paste the data into the new file

    • Save and Name the file such that you can easily find it when importing

  • Timing considerations:

    • Import during non-working hours, especially for large files
    • Allow extra time for processing (don't import right before user training)
    • Avoid importing when users are active (for multiple user accounts)

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