How to upload data from a CSV file ?
Step 1: Get format for the file
For the error free data updating process your file must be in a desired format, so you can download the right format for your file from here.
When the file open in a new tab you will see the File option as show in image, click on this option.
Click on File
Step 2: Make a Copy of file
After clicking on file press the make a copy option, this will open a popup window.
Click on make a copy
Step 3: Give a name and open the file
In this window you can give a name to your file or you can just leave it to take default name.
Click on Make Copy, This will save and open your new file automatically in new tab.
Give a name to your file
Click to save and open your file.
Step 4: Read the hep Notes
Some cells have a Help note to guide you about to write data in a right format.
Cells which have a black space at top-right corner, has a help note which describe you about the input format so that your data will be error Free.
Hover to see help notes
Step 5: How to use help Notes
You can see hep notes by just hover over the cell, when the note appear carefully read this this will give you an idea about data input format for example this image describe about the date format for the input dates.
Columns that have help notes: A, L, N, O.
Must follow the help notes.
Step 6: Column with Dropdown
Some column have a dropdown option list so that use can give input quickly. You can see a dropdown list by double clicking a cell or you can type any character from list and it give suggestion automatically.
Columns that have dropdown are: F, G, H, I, J, M, Q.
Get a dropdown list
Step 7: Other column Format
Column O, have a time format like 12:00PM & 06:30 AM format also describe in help note of column O.
Column C, have a email format that only accept either a valid email or a blank value.
Column D, have a number format that only accept the 10 digit number.
Format for time, email & Phone Number
Step 8: Download & Upload
Select download file and upload.
Now download your file in csv format then upload it on a site. After a successfull upload your file data sutomatically updated on a site.
Download file in CSV Format.