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  • First row must be the column headers

  • Column headers should equal the field names listed below, in the order listed below, no spaces.

  • All columns must be present, even if optional fields are left blank.

  • Save the file as Text (tab delimited)

 Best Practices

  • Limit the volume per file. Split the data into parts of no more than 20K entries per import.

  • Start no more than two imports at once. Start subsequent imports after others are confirmed as finished.

  • Smaller is better when possible. This allows for easier monitoring to more easily and quickly assess if the imports are completing on the expected timeline, or if there may be an issue causing a stall and/or no results (success or failure).

Reasons for Import Failure

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