CSV Upload FAQs

Here's a guide on how to send a CSV through Sendoso (Video Walkthrough):

1. Find the touch that you want to send

2. Click on the "To a group of people (Upload Excel CSV) option

 

3. Map all the relevant fields from your CSV. 

Important note for syncing to Salesforce, you will either need to map the recipient's Email Address or Salesforce Contact/Lead ID in order for Sendoso to push the activity over to the correct records in Salesforce. 

 

4. After you've finished mapping the fields, the final step is to build your message and generate the live previews before you click send. 

 

5. Once you click Send, Sendoso will handle the rest! 

 

Most common errors that you may run into and how to troubleshoot - 

1. Missing the leading 0 in your zipcodes

You may have some addresses with a zip code that starts with a 0, due to the nature of excel and csvs, the 0 could be lost when uploading the file. Here are some common ways to check and correct your file.

Example of how it is usually input and how to correct it:

mceclip0.png

You can always view the length of zip code with "=LEN("

mceclip1.png

Video of how to troubleshoot

 

2. Merge Variable Error Checker

If a mail merge variable is left empty and <<>>, <>, or [] are left present when sending, our system alerts that this is occurring and generates an error prior to sending.

Merge.png

As you can see in the screenshot, the blue arrow is pointing to row number, which identifies where the issue is occurring.  The yellow arrow points to where you can confirm whether or not this is correct. The pink arrow points to the text box and where you can identify where the error is occuring and edit if necessary.  

In order to continue, you must either confirm this is correct or make an edit to this.  You will then be asked to confirm the number of recipients, and successfully send. 

3. "Please Upload a UTF-8 Encoded CSV File"

This error will pop up if you have not saved the file in the correct format, or if there are special characters that are not allowed in the file. You may run into other formatting issues but to see the exact error you can visit csvlint.io to troubleshoot. 

 

Tip - If you copy the data from your excel file and re-upload it on to Google Sheets, then download the CSV, this will solve 90% of all issues UTF-8 issues. You can visit sheet.new to easily open up a new google sheet.

Screen_Shot_2019-04-08_at_3.34.26_PM.png

 

Missing Headers or Columns must contain a name - (Video on Troubleshooting)

You may run into an error where the CSV list is missing a header name, in this case you need to check for any columns that may be missing a header name or delete any excess columns that don't have relevant information. 

 

 

 

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