Uploading data into Sift is a key step to getting the most out of your experience However, we noticed that some users try to upload files that aren’t in the CSV format, which prevents the system from importing the data correctly. To help avoid this hiccup, this guide will explain why CSV files are essential, how to prepare your data correctly, and what to do if your file isn’t already in CSV format.
Why CSV Files are Required
CSV (Comma-Separated-Values) files are a simple and universal format for storing tabular data. They work seamlessly with our system because:
Simplicity: CSV files store data in a clear, standardized structure that’s easy for our system to read.
Compatibility: Unlike Excel files or other formats, CSV files strip out unnecessary formatting and focus purely on the data itself.
Reliability: Using a CSV ensures the data is transferred without introducing errors from complex file types or incompatible software.
When a non-CSV file (like an Excel spreadsheet, Word document, or PDF) is uploaded, our system cannot interpret data properly, causing import errors or incomplete uploads. To make sure your data is processed accurately, always upload it as a CSV file.
How to Check if Your File is a CSV
Before uploading, confirm that your file is in the correct format. Here’s how:
File Name: Look at the file extension. It should end with .csv (e.g., team-data.csv).
File Content: Open the file in a text editor (like Notepad or TextEdit). If it’s a CSV, you’ll see data separated by commas or tabs.
How to Convert Your File to CSV Format
If your file isn’t a CSV, don’t worry! Converting it is quick and easy. Follow these steps based on your current file format:
From Excel (.xlsx or .xls) to CSV:
Open your Excel file.
Click on File > Save As (or Export).
Select CSV (Comma delimited) (*.csv) as the file format.
Save the file. Double-check the extension is .csv
From Google Sheets:
Open your Google Sheet.
Click on File > Download > Comma-separated values (.csv).
Save the file to your computer.
From Other Formats (like Word or PDF):
If your data is in a non-tabular format (e.g., Word or PDF), you’ll need to:
Copy the data into a spreadsheet program like Excel or Google Sheets.
Organize the data into rows and columns.
Save or export the file as a CSV using the steps above.
Tips for Preparing Your CSV File
Once your file is in CSV format, follow these tips to ensure it uploads successfully:
Column Headers: Use clear, consistent headers for each column (e.g., Name, Email, Department).
No Extra Formatting: Remove any special characters, images, or unnecessary spaces.
Data Accuracy: Double-check your entries for typos or missing information.
Encoding: Save the file using UTF-8 encoding to avoid character issues.
What to Do If You’re Stuck
If you’re having trouble converting your file or preparing your CSV, we’re here to help! Reach out to our customer success team or check out our additional guides for troubleshooting tips.
In Closing
Uploading a CSV file ensures your data is processed quickly, accurately, and without errors. By following these steps and using the correct format, you’ll save time and have a smoother experience with Sift.