*Note: if you import a small CSV with additional columns that are not mapped to supported fields then it will still be flagged for review by our team. If you want it to auto process, remove irrelevant columns before uploading.
Before You Start
Here’s what you’ll need to add emails to Wooly.
- The email addresses of the people for whom you want to gather social data.
- A blank sheet in a spreadsheet program like Microsoft Excel or Google Sheets, saved or exported as a comma separated value (CSV) file.
- **You can also download this CSV template and fill in the relevant columns.
Prepare For Import
To prepare your file for import, follow these steps.
1. In a spreadsheet program like Excel or Sheets, open your blank worksheet.
2. Create and label the columns for the email addresses and names. (Note: the email column is the only field that we require)
3. Paste the information into the relevant fields in the spreadsheet.
4. Save the file in CSV format. This option can usually be accessed from the Filemenu in your spreadsheet program, labeled as “Export as .CSV” or “Download as .CSV”. Different spreadsheet programs will vary a little bit. If you use another file type, we won’t be able to process the file.
5. Any values that have commas should be enclosed in quotation marks to be a valid CSV file and keep the columns and rows correctly inline. If you save the file correctly as a CSV, the spreadsheet program will do this for you.
6. Custom Property Mapping: Custom properties are fields you setup for your brand to meet your specific needs and use cases. When mapping values to custom properties it's typically the same as any other CSV field mapping.
6.a. Checklist Custom Property Mapping: If you are mapping custom property values to a checklist field type then the value in the CSV column needs to be enclosed in quotation marks and comma separated values within this one field/column. For example if your property name is "Favorite Sports" the value in the CSV should look something like this: "Cycling,Hiking,Running" . Or if you just have 1 value it should look like this: "Cycling".
7. CSV = Comma Separated Values. Keep in mind that any value within a single field that has a comma in the value itself MUST be within double quotations to be considered a valid CSV file. For example: "My favorite sports are cycling, hiking & running". It's important that this value within the CSV file is encapsulated in double quotes. Otherwise when we read your file we'll see that comma in there and think it's a new field and will throw off the integrity of the import.
Now that you’ve completed these steps, you’re ready to import the CSV file to a Wooly list!
Visit the Data Sources tab on your dashboard. There you can add a new CSV file in the upper, right-hand corner.