Since the video was created, we now allow spreadsheets to trigger automated workflows and drips. I will have a modified video posted shortly to update that. **
We’ve organized the set up tutorial so that importing is the last step of the trial set up. The reason why will now probably make sense as you go through your File Preparation Checklist. Most people want to skip straight to file import, which is fine if your file is straight forward, but most data spreadsheets need some prep work.
Here's a checklist of the things you'll want to double check on your file and in Radius so that your import goes smoothly.
Watch this video. It really will help. I see you, impatient person who desperately wants to skip this!! (In fairness, I would too!)
You can download this check list with tutorial links HERE:
You can review a sample file here, but know that you don't need to have the exact headers as shown in this sample (EXCEPT for the Product fields which have to be exact)
We've changed the way you import products, so check out this overview video instead of the full tutorial for updated information. If you want to watch the full video, go for it. Just remember how to label the product fields in your spreadsheet. We'll create a new video once a few things are tidied up!
Frequently Asked Questions About Importing:
Q) What's a csv file???
A) It's a file type that you can choose to save your spreadsheet as. In File, go to Save or Export and choose .CSV
Q) How does the system know what's the first name or last name since there's only one field?
A) The system figures it out by the spaces in the name.
Q) What is this mapping thing you're talking about?
A) When you import your file, you may have named your header differently from our field names. Not to worry, you can "map" them by choosing the appropriate match in Radiusbob. You'll see your spreadsheet's name and then you'll see "Use Specified Header" underneath it if it doesn't match what we have in Radius. Choose the right header to map or match to. There are a few exceptions to this rule where you WILL leave Use Specified Header. They are the Product field names which you will need to list properly in your spreadsheet as defined in Clients> Import Clients instructions.
Q) Why am I supposed to map every field except for the Product fields?
A) Product fields operate slightly differently since you may put in multiple products at once for the same client. You will edit your spreadsheet so that the headers match the instructions in Clients> Import Clients and the product naming instructions. Then leave "Use Specified Header" on the mapping portion.
Q) What format can I list my phone numbers in?
A) Phone numbers should not have special characters like +1(212) 111-2222. Remove the +1 and then any format is fine after that. If you are not a US client, please contact us to see how we can assist on phone formatting needs.