How do I import a csv file?

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  • 07/30/2013 at 7:59 pm #266139
    griddancer
    Participant

    Can you please direct me to a step by step info on how to import a csv file?! I installed the Slim Plus plugin. I installed the CSV importer. I have a csv file with over 300 entries. I selected the file. I click ‘map’, and then it says: “398 record(s) were skipped. Every record must include a first and last name or an organization name.” As far as I can tell, the Excel file has those entries.

    I am sure I am missing something very simple, but I cannot find any simple step by step instructions on how to do this. Do I have to setup something in Connections first? I am reading about ‘fields’, but dont understand where to set all this up and how?

    Can you help me?

    Warmly,

    Regina

    07/30/2013 at 9:31 pm #266149
    Steven Zahm
    Keymaster

    @ griddancer

    Quick question first, did you save out your Excel as a CSV file? It has to be CSV file and not an Excel file.

    The step by step instructions are actually on the first page where you choose the file you want to upload.

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