Uploading the ‘User Data Loader’ file

It is important to make sure that you have completed the spreadsheet correctly and saved it as a .csv for it to be uploaded successfully. You must also make sure that your organization structure is correctly in place and reflects what is in the spreadsheet.

Key tip: Once you have clicked upload, if it shows as ‘failed’ you can review the error report. The last column of the report will show you where the error in the file occurred so you can make the necessary changes.