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CSV Upload Issues

Symptom: "CSV upload failed" or no file accepted​

  1. Confirm the file is saved as .csv, not .xls or .xlsx.
  2. Re-save with UTF-8 encoding: in Excel, File → Save As → CSV UTF-8 (Comma delimited).
  3. Open in a plain text editor and confirm the first row is a header row with comma-separated values.
  4. Remove special characters from the filename.

Symptom: Columns not mapping correctly​

  1. On the column-mapping screen, manually assign each column to the correct field.
  2. Avoid special characters, line breaks, or leading spaces in your column headers.
  3. Custom fields must be mapped explicitly to custom1–custom10 - they do not auto-map.

Symptom: Some recipients missing after upload​

  1. Check your CSV for rows missing a street address - rows without required fields are silently skipped.
  2. Remove blank trailing rows.
  3. After uploading, compare imported recipient count to your CSV row count (minus the header row).
  4. Use the Invalid Address filter to find rows rejected due to verification failures.

Symptom: Addresses showing as invalid after upload​

  1. Use the Invalid Address filter on your mailing list to view flagged recipients.
  2. Edit each flagged recipient and correct the address. Verification re-runs automatically on save.
  3. If a valid address keeps failing, try reformatting the ZIP code and ensure the state abbreviation matches USPS standards.

Symptom: CSV preview shows scrambled or misaligned data​

  1. Open in a text editor and look for values with unescaped commas - wrap them in double quotes (e.g., "Smith, John").
  2. Confirm the delimiter is a comma (some Excel regional versions export semicolons).
  3. Re-export using CSV UTF-8 (Comma delimited) and try again.