Uploading files is a quick way to get data into the system. During the import process, you will match (map) each column in your file to data in Zift.
In this article, we share our best practices for file upload.
- Be sure you are using the correct file type. Most uploads use .CSV. If your file is not in the proper format, you must convert it before uploading to be successful. You may need to explicitly save your file in .CSV in the program you used to create the file.
- Remove all formatting such as font, text color, borders, alignment, and fill.
- Ensure that there are no spaces or line breaks at the end of the data.
- Remove all invalid or unsupported characters. The file will not upload with invalid characters. The invalid characters are not the same with all uploads so check the specific directions for the uploads listed below.
- Remove any columns that include data that should not be imported.
- Confirm that all data is in the appropriate format (numbers as numbers, text as text, no links to source documents, etc.)
- Include properly labeled headers.
- Image files must be .JPEG, .JPG, .GIF, .PNG file types.
- Use templates when provided to ensure best formatting.
- Remove any instructions included in the file upload template.
- Know the file size limits. File size limits vary with each specific upload.
- Test your spreadsheet. Before trying to upload your full data-set, test the file upload process with less than five rows of data. Once you are successful, upload all of your data.
We have specific directions for some of the file uploads.