Importing Data - Tips and Requirements

This article provides Tips and requirements needed to Import a data file.

File Requirements

Comma Separated Value, *.csv, (preferred format) or Microsoft Excel, *.xls, *xlsx, format
Each phone number must be contained within one cell (i.e., 5555555555 not the area code in one cell and the rest of the number in another cell)
All phone numbers must be in the same format either 5555555555 or (555) 555-5555
Special characters in the data may cause problems (remove special characters where possible)
File data should be left-justified in the cells
File size for imports is limited to less than 5 MB (split the file if necessary)

Import Tips

Segment your data files by List, Group, Source and assigned Mojo user (manager) where possible
Review your file fields to see if you need to add any additional miscellaneous fields
Use a file header row with exact Mojo field names for easier mapping
Import your data during non-working hours to allow for extra time for large files and to avoid confusion with users (for multiple user accounts)
Give yourself some cushion for error; for example, don’t try to import your data the day before user training