Prepare a CSV File for Import

< Back

1.) On the template spreadsheet that we have provided, add your data to the Data Entry tab. Enter data starting in row 2. See sample spreadsheet below. 

2.) (optional) If you add column headers to row 1 (i.e.: zip code, doctor’s name or relation to baby), you’ll need to add the same headers as sign-up fields to your project in your SmarteXp platform. Call your Client Success Manager to walk you through this feature. 

3.) After entering all data, Select File>Save as. 

4.) Name the file. Under Format, select Comma Separated Variable (.csv). Click Save

 

Your .csv file is now ready to be uploaded to the SmarteXp platform!

CSV_import_example