Getting Your File Ready

Overview

This guide will go over a general guide for getting your csv file ready to upload after exporting it from whichever platform you previously used.

For the purposes of this guide, we will assume your file is in an xls or csv format, or can easily be viewed in Google Sheets, and I will also be making this guide using Google Sheets because it is free and easily accessible for everyone.

Open your file in Google Sheets

After downloading your exported xls or csv file, open Google Sheets, you may need to sign in. Google Sheets

After opening Google Sheets, click 'File', then 'Open', then select the 'Upload' tab in the popup that opens. Then you can drag your file or click 'Browse' and choose it.

This will upload your file to Google Sheets and open it for you.

Organising columns

The columns of your file need to be in a particular order to work when importing into Kareroo. This will be different depending on what you are importing, so it is best to consult the sample CSV that is provided in the 'Import' tab of your account (you will need to select the type of data you're uploading to get a sample csv).

You will want to change the order of your columns to match the order in the sample csv. You will also want to rename them headings to match the sample csv exactly. They will need to be exactly the same to work.

Joining columns together - eg Addresses

Some data will be exported as seperate columns but our sample CSV has it as one column, such as a billing address being split into:

• Street Address
• City
• State
• Country
• Postcode

However Kareroo handles billing addresses as one column, so you will need to join the 5 columns in order to import it correctly.

You can do this manually, by copying and pasting the 5 columns into one and renaming it. However, this may take considerable time so here is a quicker and automated way of doing it.

For this example, we are going to pretend to import a client file where the address is split into the 5 parts from above, and we are combining it to be 1 column called 'billing_address'.

1. Go into a blank column and create a new heading, 'billing_address'.
2. In the cell below the heading, type '=JOIN' and then hit enter.
3. Enter the 'delimiter' as a comma with a space after it like this: ", " (include the quotations).
4. Then place a comma and click on the first cell you want to include.
5. From here, click each cell you want to join, placing a comma in between them and make sure they are in the order you want it joined. In my example, the formula turns out looking like this: =JOIN(", ",C2, D2, E2, F2, G2).
6. Next you want to drag the formula down to apply it to all the rows. Do this by selecting the cell with the formula, then click and dragging the small circle in the bottom right of the cell, dragging it down until you have covered all of the rows needed, making sure to stay in that column.
7. Finally, you want to select the entire column, right click and copy it, then right click on a blank column and 'Paste Special' and 'Values Only'.
8. After that you can delete the 5 columns that you joined, as well as the first 'billing_address' column that we made.

Exporting

Before exporting, check these few things:

1. The order of the columns matches the sample CSV
2. The headings of the columns matches the sample CSV

Once ready, you can export by doing the following:

1. File
2. Download
3. Comma Seperated Values (.csv)

Now you can upload the file to Kareroo.