How to prepare a CSV file for import
What a good import CSV looks like and the most common formatting mistakes to fix before uploading.
A clean CSV file makes the import fast and accurate. Most import failures are caused by formatting issues in the file, not bugs in Teamopipe.
Basic rules
One row per record. First row must be column headers. Save as .csv, not .xlsx or .numbers. UTF-8 encoding preferred. No merged cells. No formulas. No multiple sheets. No images or charts.
Common mistakes
Stage names that don't match your pipeline. Deal values with currency symbols (€1,200 should be 1200). Dates in inconsistent formats. Multiple email addresses in one cell. Empty rows between records. Extra columns with no header.
How to export from Google Sheets
File → Download → Comma-separated values (.csv). If you have multiple sheets, download each one separately. Remove any sheet-level formatting before exporting. Verify the file opens cleanly in a plain text editor before uploading to Teamopipe.