Importing your data into Pipeline CRM is straightforward when your files are correctly formatted. If you encounter issues during the import process, follow this guide to troubleshoot common problems.

1. Verify File Format
Ensure your file is saved in one of the supported formats:

• CSV (Comma-Separated Values): A plain-text format compatible with most spreadsheet applications.
• XLS: Older Microsoft Excel format.
• XLSX: Newer Microsoft Excel format.

2. Check File Structure 
A properly formatted spreadsheet should have:

• Column Headers: The first row must contain clear and descriptive headers.
• One Record per Row: Each row should represent a single record.

Incorrect Formatting Example:
Issue: Multiple contacts for the same company are listed in separate rows without repeating the company name.

Correct Formatting Example:
Solution: Repeat the company name for each contact to ensure each row is a complete record.

3. Adjust Regional Settings
If you’re located outside the United States, your system’s default list separator might differ, causing import issues.
Solution: Change CSV Column Separator

• Go to My Profile > Currency.
• Set the CSV Column Separator from Comma to Decimal.

4. Handle Special Characters
Non-ASCII characters can cause files to be rejected.
For Windows Users:

1. Right-click the file and select Open with > Notepad.
2. Go to File > Save As.
3. Choose UTF-8 encoding.
4. Click Save.

For Mac Users:

1. Open the file in Numbers.
2. Go to File > Export To > CSV.
3. Select Unicode (UTF-8) for encoding.
4. Click Next and then Export.

5. Seek Further Assistance
If you’ve tried the above steps but still face issues, please email your file to customercare@pipelinecrm.com. Our support team will assist you in identifying and resolving the problem.