How To Format Your CSV File To Upload A List Of Customers

Having trouble uploading a CSV list of your customers to your referral program? Keep reading to make sure you have formatted your list correctly.

Follow the recommended process of using a CSV file from Google Sheets or Microsoft Excel to ensure proper formatting.

To successfully upload your CSV file, the data fields or columns must be separated by a comma,

Let's say you had a customer database or spreadsheet containing the following data fields.

First Name	Last Name	Email
Jessica	Doe	jessica@email.com
Kirsty	Doe	kirsty@email.com

The above data should be represented in a CSV-formatted file as follows:

jessica,doe,jessica@email.com

kirsty,doe,kirsty@email.com

There are two ways you can do this:

1. Using a CSV file from Google Sheets (Recommended)

To upload a CSV file from Google Sheets, open the spreadsheet file you want to save as a CSV file.

Click File - then click Download as
Select CSV (current sheet)

CSV_sheet_upload_to_refer

2. Using a CSV file from Microsoft Excel

To upload a file from Microsoft Excel follow these steps:

Save the file in Microsoft Excel - choose Save As option.
Under Save as type, select CSV (Comma delimited) or CSV (Comma delimited) (*.csv), depending on your version of Microsoft Excel.

Referral Factory - uploading a CSV from Microsoft Excel-png (1)

Open your CSV file in a Text Editor and make sure the fields are separated by a comma. This may mean you have to replace the; with a,

It is often much faster to upload this CSV into Google Sheets than export it because it will automatically format the CSV in the correct way.

comma_CSV_examples

If you are still having problems uploading your CSV file, please reach out to our customer support team for further assistance: You can either mail them to support@referral-factory.com or log a ticket from inside your dashboard.