Preparing Data for Importing Customers

You can import customer data into ENVISION in one of the following file formats:

  • .YXDB
  • .CSV
  • .XLSX (ensure formatting is removed)

Before importing your file, ensure the following:

  • The file contains column headers, which are free of symbols, accents, punctuation (!@#$%^&*():+?/") and leading or trailing spaces
  • File name and field name can not exceed 50 characters
  • The file should be less than 100mbs
  • No blank row after your header row, i.e. the first row of data should always be populated with data in each column
  • Sort and filter the file to remove any null/erroneous records

Note: When importing an Excel file, ensure that column types have been converted into text format. 

Powered by Zendesk