Prepare Your CSV Files

Overview¶

This guide walks you through preparing your CSV file for a successful import. Follow these steps in order to avoid errors.

Step 1: Check File Requirements¶

Before you start, ensure your file meets these requirements:

Step 2: Download the Sample File¶

This is the most important step. The sample file shows you the exact column names and format Grovana expects.

1. Go to the object view (People, Companies, etc.)
2. Click ⋮ → Import records
3. Click Download sample file
4. Use this file as your template

Step 3: Remove Duplicate Values¶

Grovana enforces uniqueness on certain fields. Duplicates will cause import errors.

Before importing:

1. Sort your spreadsheet by the unique field (email or domain)
2. Remove or merge duplicate rows
3. Check for duplicates that already exist in Grovana

Step 4: Format Each Field Type Correctly¶

Different field types require specific formats. Here's the complete reference:

Text Fields¶

• No special formatting required
• Leading/trailing spaces are automatically trimmed

Email Fields¶

• Must be valid email format: [email protected]
• Must be unique (no duplicates in file or in Grovana)
• For additional emails, use this format in the Emails / Additional Emails column:

["[email protected]","[email protected]"]

Domain Fields¶

• Recommended format: https://domain.com
• This matches the format used by mailbox/calendar sync (prevents duplicates)
• Fill both columns:
  • Domain / Domain Label: domain.com
  • Domain / Domain URL: https://domain.com
• Must be unique within your file and in Grovana

Phone Fields¶

Phone is a nested field requiring multiple columns:

Address Fields¶

Address is a nested field with multiple columns (some can be left empty):

• Address / Address 1: Street address line 1
• Address / Address 2: Street address line 2 (optional)
• Address / City: City name
• Address / State: State or province
• Address / Country: Country name
• Address / Post Code: Postal/ZIP code

Date Fields¶

Use consistent formatting throughout your file:

• YYYY-MM-DD (recommended): 2024-03-15
• ISO 8601: 2024-03-15T10:30:00Z

Number Fields¶

• Numbers only (no text)
• Use period for decimals: 1234.56
• No thousands separators (not 1,234.56)

Currency Fields¶

Currency is a nested field requiring two columns that both must be filled:

Boolean Fields¶

Use uppercase: TRUE or FALSE

Select Fields¶

Use the API name of the option, not the display label.

How to find API names:

1. Go to Settings → Data Model
2. Select the object and field
3. Enable Advanced mode (toggle at bottom right)
4. Copy the API name (e.g., OPTION_1, not "Option 1")

Multi-Select Fields¶

Use API names in array format:

["VALUE1","VALUE2"]

Array Fields¶

Use JSON array format:

["value1","value2"]

Rating Fields¶

Use the format: RATING_1, RATING_2, RATING_3, RATING_4, or RATING_5

Links/URL Fields¶

Fill both columns:

• Links / Link Label: Grovana
• Links / Link URL: https://grovana.ai

For secondary links, use the Links / Secondary Links column:

[{"url":"https://grovana.ai","label":"Grovana"}]

JSON Fields¶

Use valid JSON format:

{"key":"value","key2":"value2"}

ID Fields¶

• Optional: Grovana auto-generates IDs if not provided
• Format: UUID (e.g., c776ee49-f608-4a77-8cc8-6fe96ae1e43f)
• Use case: Include ID to update existing records instead of creating new ones

Step 5: Add Relation Columns (If Linking Records)¶

To link records to other objects (e.g., People to Companies), add a column with the unique identifier of the related record.

Example: Linking People to Companies

Add a column to your People CSV:

firstName,lastName,email,companyDomain
John,Smith,[email protected],https://acme.com
Jane,Doe,[email protected],https://widgets.co

Important rules for relations:

• The parent record must already exist in Grovana
• Use the Domain URL format (https://domain.com), not the label
• Map only ONE unique identifier (don't include both companyId AND companyDomain)
• For Workspace Members, use their email (not name)

See How to Import Relations for detailed instructions.

Step 6: Ensure Fields Exist in Grovana¶

The import creates records, not fields. All fields you want to import must already exist in your data model.

Before importing:

1. Go to Settings → Data Model
2. Select your object
3. Create any custom fields you need
4. Note the exact field names (they must match your column headers)

Step 7: Final Checklist¶

Before uploading your file, verify:

Common Mistakes to Avoid¶

Next Steps¶

Your file is ready! Now:

• Import Companies (import these first)
• Import Contacts
• Fix any import errors