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 may differ, which can cause import issues.
Solution:
Change CSV Column Separator

• Go to My Profile in the top-right corner > General tab.
• Scroll down and 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.

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.

• Companies — Checked by company name. If an exact match already exists, that record won't import.
• People — Checked by work email. Enable duplicate checking after the field mapping step. Matched records are skipped and listed in your confirmation email.
• Deals — No duplicate checking. All rows will import.