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Revamped Excel Upload
Revamped Excel Upload
Updated over a month ago

Revamped Excel Upload Experience

We’re excited to introduce our improved Excel upload functionality, designed to make data management smoother and more efficient! Here’s what’s new:


Key Features

1. Live Upload Status

  • Monitor your upload in real-time as each row is processed.

2. Detailed Error Insights

  • Instantly identify issues with clear error messages.
    Example: [C,2] → Invalid phone number.

3. Smart Header Validation

  • Automated checks ensure your header names meet the required format for a hassle-free upload experience.

4. Partial Uploads

  • Encounter invalid rows? No problem! Valid rows will upload successfully, and problematic rows will be skipped.

5. Comprehensive Summary

  • Get a detailed breakdown of your upload:

    • Rows successfully processed

    • Rows skipped

    • Rows marked as duplicates

  • You can also view this summary in the Segment Details screen.

6. Asynchronous Uploads for Large Files

  • For files over 2MB, the upload happens in the background, so you don’t have to wait. An email notification will be sent once the upload is complete.

This revamped upload experience ensures greater transparency, flexibility, and efficiency for all your data uploads!


FAQs

Can we change the excel if there are any warnings?
Yes, you can upload a updated excel after changing all the rows in the warning modal.

Will I get any email after uploading the excel ?
Yes an email with the summary is sent to you when the upload is successful.

When upload anyway is clicked will the customers get created with the same details?

No, invalid rows and values are skipped and customers with atleast one of the contacts are created.


For further assistance or to raise feature requests related to Revamped Excel Upload, please contact [email protected].

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