Create an import file in CSV UTF-8 format

In this guide you will learn how to save an Excel file as a CSV UTF-8 file for import into Heyloyalty.
The correct file format ensures that special characters such as æ, ø and å are displayed correctly after import.

Step 1: Save the file as CSV UTF-8

Start by opening Excel. Go to the Data tab and find the Get data option. Here, select From file:

Here you will see a modal showing how to insert the data into Excel. If it looks correct, press Load at the bottom of the modal.

Note: If special characters appear incorrectly after import, the file is probably not saved as UTF-8.

Then save the file as CSV UTF-8. The image below shows how to do this:

Step 2: Check the file format

We have found that Excel can save the file in a format that Heyloyalty cannot handle. To make sure the file format is correct, open the file in a text editor:

• Notepad (Windows)
• TextEdit (Mac)

If you can’t see the file, you can select All files here. Finally, select Open.

Once you have opened the file, check whether it is a UTF-8 file. The image shows where to check this:

If it says just UTF-8, you don’t need to change the file, and you can simply upload it to Heyloyalty.

If it says something else, follow the instructions below.

You need to save the file as:

When you save the file, select the following options:

• File name: Give the file a name followed by .csv. For example, it could look like this: test.csv
• File type: All files
• Coding: UTF-8

Finally, press Save.

The settings will look like this:

Once you have saved the file with the correct settings, you are ready to import your contacts. You can read how to import contacts here.

---