Here are some tips and tricks if you run into complications with an import.
If Guidon cannot read the file correctly, it may make mistakes during record enrichment that can throw off the prediction results. Here are four basic rules to make sure the comma-separated Value (CSV) file is formatted in the most optimal way for Guidon:
Rule Number One: Ensure the file includes required identity data points
Guidon must find the right person during enrichment, so these required data points are critical to include in your upload:
- Unique Identifier for each record (generated by CRM or customer/donor management tool)
- First name and Last name (you can split these up into two columns or have one column with a full name)
- Plus, at least one (ideally both) of the following:
- Email address(es)
- Address (home or mailing)
- Phone number
- Social handles (Facebook, Twitter, Instagram, LinkedIn)
- Birthdate (mm/dd/yyyy)
Rule Number Two: Ensure the CSV file is correctly formatted
Any cells containing an individual's name should include one name.
Any cells containing an individual's address should have only ONE address.
Any cells containing an individual's email or phone number should have only ONE email or phone number.
If any email addresses or phone numbers are written in the same cell, Guidon cannot read them. To avoid this issue, make sure to separate the cells before uploading.
Rule Number Three: Ensure identity data points are separated.
Sometimes full names and addresses are combined into one cell to prepare for a mail merge. Guidon, unfortunately, cannot read this. So the data will need to be separated with each into individual columns. Ensure that all the columns in the file contain the information described by the column header. So, if there is a phone number in the email address column, make sure that the phone number gets moved to the phone number column.
Rule Number Four: Omit the following
- Omit special characters from all cells (e.g. ? ! ~ *)
- Omit any entry that does not describe a person - e.g., corporation or organization names, anonymous entries, entries with blank first or last names, entries with empty addresses, and emails.
- Omit any cell that does not describe an individual's details, like a fake email address or an auto-assigned email address (such as an Amazon Marketplace or Facebook email address).