7. How to upload a CSV File

Updated on August 15th, 2025

Performing a successful upload:

 

Follow the steps below to upload

  • Open up the CSV DropZone page
  • Click the “Refresh All Field Mappings” button
  • Click the Globe icon underneath the dropzone that you want to use. Compare the field mappings to your file.
  • Triple check everything - seriously. Make sure you are uploading the correct file.

 

  • Drag and drop your CSV file from your desktop or your file explorer to the drop zone.

 

  • Read the Pop-up. Once you have confirmed that this is the correct upload, click on the “Okay” button.
     

 

  • Refresh the job status page until your import is complete. The message column will tell you how many lines were successfully imported when it is complete:
     

 

What does it look like if my upload fails?

When you upload an invalid file, the dropzone will display red with an error:
 

 

 

 

 

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