Importing Tips and Requirements
This article provides Tips and requirements needed to Import a data file.
File Requirements
- Comma Separated Value, *.csv, (preferred format) or Microsoft Excel, *.xls, *xlsx, format
- Each phone number must be contained within one cell (i.e., 5555555555 not the area code in one cell and the rest of the number in another cell)
- All phone numbers must be in the same format either 5555555555 or (555) 555-5555
- Special characters in the data may cause problems (remove special characters where possible)
- File data should be left-justified in the cells
- File size for imports is limited to less than 5 MB (split the file if necessary)
Import Tips
- Segment your data files by List, Group, Source and assigned Mojo user (manager) where possible
- Review your file fields to see if you need to add any additional miscellaneous fields
- Use a file header row with exact Mojo field names for easier mapping
- Import your data during non-working hours to allow for extra time for large files and to avoid confusion with users (for multiple user accounts)
- Give yourself some cushion for error; for example, don’t try to import your data the day before user training
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