A clean CSV ensures your import goes smoothly.
1. Use simple column headers
Examples:
- Name
- Phone
- Company
- Notes
- Tags
2. Avoid special characters
Characters like #, &, or | can break imports.
3. Use UTF‑8 encoding
This prevents issues with accents or special letters.
4. Keep tags comma‑separated
Example: client,high priority,q2 outreach
5. Remove empty rows
Blank rows can cause errors.
6. Save as CSV (not Excel)
Make sure the file ends in .csv.