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!)
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 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.