Knowledge Base > How It Works

List Formatting - Windows

It is important to save your list in the formatting suitable for upload. Your file must be in .csv formatting, comma delimited and UTF-8 text encoding. Please refer to the following steps when converting your list from Excel to .csv.

How To Edit Your File:

1. Click File, the first drop-down option, on the menu bar. Then click Text to Columns.

Save File

2. The Text Wizard will appear. Be sure the data type is set to Delimited. Click Next.

Text Wizard

3. Set the delimiter to be Comma only - all other delimiters should be unchecked. The text qualifier should be an apostrophe (‘) versus quotations(“).

Set Delimiter to Comma

4. Remove any trailing Spaces.

Does your email column contain trailing Spaces? Remove any spaces before uploading your list for validation.**

Save the file

To remove any spaces within the sheet, click ‘home’ on the top menu bar, Find and Select and then Replace.

Remove spaces

The ‘Find & Replace’ menu will appear. In the box that says, ‘Find What:’ enter only one space. Leave the ‘Replace with’ box empty. Click ‘Replace All’ to remove all spaces within the sheet.

Find and Replace

After clicking ‘Replace All’, a pop-up will appear showing the number of spaces removed from the sheet. Click ‘close’ to return to the sheet. Your data should no longer contain any spaces. To save the file, click File, Save As, change the File Format to ‘CSV (Comma delimited) (.csv)’ then choose Save

Find and Replace

5. Now to save the file, click File, Save As, change the File Format to ‘CSV (Comma delimited) (.csv)’ then choose Save.



comments powered by Disqus