Having Issues Uploading Your Customer Database?

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)

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.

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. 

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.