Excel (.xlsx) file import not working

WarmySender only supports CSV (Comma-Separated Values) file format for prospect imports. Excel files (.xlsx, .xls) are not directly supported.

How to Convert Your File:

From Microsoft Excel:

  1. Open your Excel file.
  2. Click File > Save As (or Export).
  3. In the 'Save as type' dropdown, select 'CSV (Comma delimited) (*.csv)' or 'CSV UTF-8 (Comma delimited) (*.csv)'.
  4. Click Save. If prompted about losing features, click 'Yes' — CSV only stores data, not formatting.
  5. Upload the resulting .csv file to WarmySender.

From Google Sheets:

  1. Open your spreadsheet in Google Sheets.
  2. Click File > Download > Comma Separated Values (.csv).
  3. The CSV file downloads to your computer.
  4. Upload this .csv file to WarmySender.

From Apple Numbers:

  1. Open your file in Numbers.
  2. Click File > Export To > CSV.
  3. Click Save.
  4. Upload the .csv file to WarmySender.

CSV Requirements:

Common Issues After Conversion:

Tip: After converting, open the CSV in a text editor (Notepad, TextEdit) to verify it looks correct before uploading.

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