Once every column has been configured (i.e. none of the fields in the Column Review step appear yellow), the Continue button will become selectable. Press the button to verify your data.
Recollective will validate your file and output a summary. For each column in the sheet, it will indicate how many rows have values, how many rows lack values, and outline any special actions that will take place (such as creating custom fields or segments).
If there are any issues with the data in the sheet, a red error message will appear at the top of the page stating that the import file was not valid. Red validation messages will appear on the impacted columns to identify where the issues occured. Use this guidance to fix your Excel sheet and try again.
If there are no issues detected in the data sheet, a green banner stating "Bulk Import File Validated" will appear at the top of the Verify Data page.
After reviewing the summary to ensure it aligns with your intended outcomes, you can proceed with configuring the Import Settings at the bottom of the page.
🗣️ Still have questions or want to leave feedback on how we can do better? Contact us at helpdesk@recollective.com.