How do I create a .CSV file for import?

When creating a .CSV file it's important to know that you will need to use the correct headers for OneLink to successfully import the file.

Spreadsheet Software: such as Microsoft Excel or Google Sheets is required to make a .csv file

Here are example headers with data for a lead Import

Source	Lead_Type_ID	First_Name	Last_Name
Lead Vendor	1	John	Doe

for additional headers please see the articles below:

When you are ready to export your spreadsheet export it as a Comma Separated Value or .CSV

After Exporting your spreadsheet into a .CSV file you are ready to import into the system

For additional support with importing please see the guides below:

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