Importer App: CSV Rules and File Requirements

Tawnya -

File Requirements

  • Must be less than 50MB in size.  If larger, please split into two files.
  • All headers are case-sensitive; Must be downcased
  • All preset values are case-sensitive; Casing varies
  • File must be exported in a true .CSV format
  • File may not be another file type with a .CSV extension added to it
  • File must be exported in Unicode (UTF-8)
  • All dates must be in yyyy-mm-dd format, unless otherwise specified in the UI.  Please see our date formatting guide for more information.

UTF-8/Bad Encodings

Note: If you don't use UTF-8 format, it can cause bad encoding issues, which can lead to poorly translated records or failure to sync/import correctly. If you are using Excel, you can choose "CSV UTF-8" to ensure you have the proper formatting following these steps:

For Windows Excel:

To save a text file as a CSV, UTF-8 encoded in Excel:

    • Choose File->Save as from the menu.
    • In the 'Save as type' dropdown > select 'Comma Separated Values (*.csv)'
    • Select 'Web Options' in the 'Tools...' dropdown at the bottom of the dialog box.
    • Select the 'Encoding' tab.
    • In the ‘Save this document as:’ dropdown, select ‘US-ASCII’

For Mac Excel:



For other methods: (May work for some versions of Excel if above options are not available!) 





  • If you're unsure of the details in your file, you may use your command prompt to return some detail: $file filename.ext           (e.g. $file users.csv)
  • Additionally, you may either view the file in a text editor or use a tool like the 'File Viewer'.
  • If you are still having issues, please reach out to contact us here.


Was this article helpful?
3 out of 11 found this helpful
Have more questions? Submit a request