Why are some of my columns from my spreadsheet not loading?

Subject

Applies to: Admin/Branch Manager
Purpose: Seeing all fields imported from spreadsheet
Location in Ricochet: Configuration > Upload Leads

Description

The instructions in this article require Branch Manager permission or above

This article addresses how to see all imported fields when they are not showing in the upload leads page in Ricochet.

Resolution

Non-Administrators do not have the access to follow these instructions and should open a ticket.

If all of the fields from your spreadsheet are not showing, you may need to click the bar at the bottom of the page to show more fields.

1. Open the upload wizard from Configuration and then Upload Leads, and go through to the Map Your Columns step.

2. Every column in your file gets a row here: the column on the left, and on the right the field it will be written into.

3. Read the badge on each row. Auto mapped means the header was recognised and the match is confident.

4. A row still reading Select Option has no field chosen at all, and an unmapped column is not imported. That is why columns go missing.

5. To fix one, open the dropdown beside that row and choose the right field yourself, then carry on and finish the upload.

6. Auto mapped is not the same as correct: a column pointed at the wrong field looks much like one that mapped properly, so read the right hand side as well as the badge.

7. If a column is missing from this screen entirely, check the file itself. Every column needs a header name in the very first row, with no blank columns and no empty rows in the middle of the data.