Special Characters
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Double Quotes:
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Issue: Double quotes are ignored when parsing data and do not prevent commas from being treated as delimiters.
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Resolution: Remove double quotes or replace them with single quotes for text fields.
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Single Quotes:
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Issue: Single quotes cause no issues and can remain.
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Resolution: No action required.
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Ampersands (&):
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Issue: Ampersands cannot be used.
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Resolution: Replace ampersands with the word "and" or another suitable character.
Common Field Requirements and Limitations
File Formatting
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Maximum Number of Columns:
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Limit: A file can have up to 50 columns.
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Resolution: Reduce columns by consolidating data where possible.
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Unique Values in Fields:
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Limit: Fields like Activist Codes can have no more than 60 unique values in one file.
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Resolution: Split files into smaller batches, ensuring each has fewer than 60 unique values for these fields.
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Data Field-Specific Issues
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Address:
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Limit: Cannot exceed 500 characters.
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Resolution: Shorten addresses by using abbreviations or removing unnecessary details.
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Email:
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Limit: Must include “@” and be fewer than 100 characters.
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Resolution: Validate email addresses before uploading.
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Employer/Occupation:
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Limit: Cannot exceed 50 characters.
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Resolution: Use abbreviations or simplify employer/occupation names.
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First/Last/Middle Name:
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Limits:
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First Name: 75 characters max.
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Last Name: 150 characters max.
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Middle Name: 75 characters max.
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Resolution: Shorten names if needed.
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Gender:
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Requirement: Values must start with “M” or “F”.
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Resolution: Ensure all gender fields use these values.
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Phone Numbers:
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Requirement: Numeric values only, limited to 10 digits.
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Resolution: Remove non-numeric characters (e.g., parentheses, dashes) and ensure the length is 10 digits.
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State:
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Requirement: Must be a valid US state or territory.
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Resolution: Correct any typos or invalid entries.
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Suffix:
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Limit: 5 characters max.
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Resolution: Shorten long suffixes if applicable.
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Zip Code:
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Requirement: Numeric values only, max 10 characters.
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Resolution: Ensure zip codes are valid, removing any non-numeric characters.
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What else do you need help with?
How do I determine what information to include in a bulk upload?
How do I prepare my file for Bulk Upload in EveryAction?
How do I Bulk Upload a spreadsheet?
How do I map my data in the Bulk Upload Template?
How do I save the Mapping Template for Bulk Uploads?
How do I apply Source Codes to records during a Bulk Upload?