This feature is currently in Beta. If you are interested in accessing this beta feature, please contact your Customer Success Manager (CSM).
Although the Skedulo data loader is quite flexible at understanding your import data, there are certain formatting details you need to be careful with when preparing your import files. Sometimes a seemingly insignificant hiccup can lead to the entire file becoming unreadable to a machine. By following these simple best practices you can safely avoid running into that situation:
- Use a spreadsheet program such as Microsoft Excel to Google Sheets to create your CSV file.
- You can also verify your CSV file with a Text Editor.
- You can use csvlint.io to check the CSV file.
- Save the CSV file in UTF-8 format.
- Make sure you don't have any duplicated or empty headers.
- Make sure you don't have any empty row in the file or at the bottom of the file (empty rows at the bottom of the file are not visible in Excel, use a Text editor to view them)
- The first row of your file should contain the column headers, such as First Name, Last Name or Job Description.
- The import process is easier when the file structure resembles the object structure in Skedulo. The column headers are automatically mapped to Salesforce fields, and you do not need to manually map them.
- Make sure all your date fields are formatted correctly.
- Keep your files at a maximum size of 10 MB.
- If any errors do occur, you can always check the results files that are generated when tasks are run, they can be a big help in understanding what went wrong. You can see and download these files on the tasks list page, next to each task.