How do I import a spreadsheet?
Can I combine first and last name into one field when importing?
Why am I receiving an error when importing, and how do I fix it?
I have more columns on my spreadsheet than available Blitz fields. How can I bring in all of my data?
How do I split up a column in Excel prior to importing?
How do I combine columns in Excel prior to importing?
Yes. If you drag both boxes to the Lead Name or Lead Contact Name field, Blitz will combine them.
Below are the most common error messages and how to fix them.
- Invalid file extension– Only .csv files are supported in Blitz. If you have an Excel file, open it up in Excel and save it as a .csv. Keep in mind that .csv files do not support multiple sheets.
- Your file is not formatted correctly. Column headings must be on the first line and each column must have a unique name. All of your column headers must be on line 1, and none of them can be the same or blank. If you think your spreadsheet satisfies these requirements, try selecting a few columns to the right of the last column header, right click and hit delete.
- Your file is not formatted correctly. The data at row # is incorrect. The row is missing columns or has more columns than headings. Either the spreadsheet is missing column headers or there is missing data within your spreadsheet. The easiest fix is to create an additional column at the very right, label it “Blank” and drag the word “Blank” all the way down to the bottom of your spreadsheet. To drag it down, click the square on the bottom right corner of the cell and drag down. When you are importing the list into Blitz, simply don’t map the Blank column.
- An error occured importing your file. You must modify the mappings or edit the file to fix the errors and upload it again. There are requirements in some of the fields in Blitz. Below the error message it will list the rows and data within your spreadsheet that caused the error, that way you can easily correct the problem. You have two options to fix the error:
1. Continue the import without including the invalid data. If you choose this option, select the data you'd like to ignore (you will have to select all checkboxes in order to import), and click the grey import button again.
2. Fix the error(s) in Excel, then re-import the file into Blitz. To do this, find each error in your spreadsheet as listed in the error details and ensure that they meet the below field requirements. Once all errors are fixed, return to the main import screen (Admin > Import Leads) and re-import the corrected file.
Below are the field requirements:
- Name – required, 255 characters or less
- Address – 100 characters or less
- City – 100 characters or less
- State/Province – Must be a valid state, province, or abbreviation for either
- Zip Code – Must be 5 or 9 characters
- Country – Must be a valid country or country code
- Phone – Must be 10 characters
- Phone Ext – 5 characters or less
- Fax – Must be 10 characters
- Email Address – Must be a valid email address, 100 characters or less
- Web Site – Must be a valid web site
- Contact Name – 50 characters or less
- Revenue – 50 characters or less
- All other fields (excluding Notes)- Must be less that 255 characters
Still having an issue? Click below to submit a ticket, and please copy and paste the error details into the ticket.
Map your most important fields into the 20 custom fields. Anything in a custom field can be sorted or filtered on later. Anything else can be mapped to the History Note field (the long one at the bottom). You can map an unlimited amount of information into the History Notes, and will be displayed in the History tab on your leads.
Below is an example where we split up one column (City, State, Zip) into three separate columns.
- In Excel, create two new columns to the left of the city, state, zip column. To do this, right click on the column to the right (in this case, above “Control”) and click Insert. Repeat this step to create two empty columns.
- Select all data in the city, state, zip column, including the column header.
- Click “Text to Columns” in the data tab of Excel.
- Choose “Delimited” & click next.
- For the delimiters in this particular spreadsheet, you would choose “comma”. Other spreadsheets might include values that are separated by a dash or just a space. Choose the appropriate symbol or character (or type it in the “other” box), and check the preview below to ensure it’s split up properly. Click next.
- Click Finish.
- Decide which columns you would like to combine. Below is an example of a spreadsheet with house number, street name, and abbv. in three separate columns. In Blitz, you would want to put these all in the “Address 1” field, so it would be best to combine these into one column.
- Create a new column for the combined data to be added to. To add a new column, right click on a column to the right and select “Insert.”
- In the top cell of the new blank column created in step 2, add a concatenate function. The easiest way to do this is to click the fx button to the left of the wide text box above your spreadsheet that displays the current cell data.
After clicking the fx button, an assistant dialogue will pop up and help you create the function. Type concatenate at the top to find the function. Select it and click OK.
The next box will ask you which cells you would like to combine. Since you are adding the function in the top cell, you will want to type the top cells of each column you are combining with a space in between each. In the example below, I am combining columns B, C, and D, so I typed B1, C1, and D1 in separate “Text boxes” within the dialogue. In between each, I typed a space to make sure there is a space between each value (the quotation marks are added automatically). At the bottom of the dialogue it will tell you what the formula result looks like. Click OK when complete.
- To apply this function to the rest of the rows in your spreadsheet, click the small square at the bottom right of the cell containing the formula. Drag your mouse down until you reach the bottom of your spreadsheet.