Import / Export Overview
All options for importing and exporting your account data can be found (by administrators) in: Settings > Import / Export.
- A maximum of 1,000 rows can be imported at a time. A limit of 5,000 (of either Contacts, Price Items or Text Items) is supported in Quotient.
- The CSV file must not exceed 10MB.
Common issues when importing:
We recommend using a Google Sheets spreadsheet to help prepare your CSV for importing into Quotient.
If you choose to use Microsoft Excel, you'll need to make sure ‘UTF-8 encoded CSV’ is checked when saving your CSV file.
If your original file has been saved in a format other than UTF-8 format, it may not be possible to undo (some special letters will be 'corrupted') – in this case you may need to start-over from a fresh export or template/example file.
CSV format (this is the default for Google Sheets):
- Comma separated.
- Enclosed with double quotes.
- Escaped with double quotes.
- The first row must contain the correct field names.
- Encoded in UTF-8 format.
Next Article: Import / Export – Contacts →