CSV / Postal Code File

Anywhere you click Add a File button you will taken to a screen with four options. One of the most common is to Upload a CSV file.

Once you click you will be taken to the add a CSV File screen

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  • Click Choose file, this will let you browse your computer for the CSV file of postal codes you want to use. 
  • Next, you need to give your file a name 
    • You can change the name and location of files at any time through the Files page by clicking on the file name.

NAMING TIP: Avoid naming your file “Test” or a generic name like “Calgary”, as there could be many files in a project.

  • You then need to assign the file to an existing project, if you set-up the project beforehand.
    • You do not need to select a project at this time.  If you do not select anything the system by default will add the file to the Uncategorized Files project (a default project in the system).
  • You are provided with an option to add a description of the file, while not mandatory this can be very useful in the future to distinguish files, especially if using multiple versions or the file is being used by multiple users.   
  • Click Continue to proceed with the upload

A summary screen will appear:

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  • The screen will also show you if, and how many postal codes were uploaded successfully, and how many were rejected. 
    • It’s common to have a few postal codes rejected, but the system allows you to analyze what postal codes were rejected so that you can troubleshoot your file. 
  • To analyze click on the Download Postal Codes with Errors link. The system will prompt you to select where you want to download the file on your computer to analyze.
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UPLOAD TIP: intelligentVIEW has automated features to remove spaces and characters from your CSV file but can sometimes experience issues loading certain files. If the postal codes in your file appear to be in the correct format and you are still having trouble, please contact your CSM.

Your file is now available for usage from the Files page. 

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