Guide to File Uploading Your Data on XVerify

Aug 25 2016

file-uploading

Cleaning your data regularly is a must. We always recommend that you clean up your database by file uploading  when you get started with us first, then implement real-time data verification on your landing pages so that you make sure you are only taking in good high-quality data.

How to Prepare Your File For File Uploading

Step 1. Make sure that your file contains one or many columns and that the column which contains your email data is labeled email (not e-mail or email address) note- if you have a phone file you need to label your column phone (not phone numbers)

file uploading

Step 2. You must save your file type as a .CSV our system will NOT accept a .txt or an excel workbook file. So if you are working in excel please do a SAVEAS and select .CSV

csvlook

That’s all now you are ready to upload

How to Upload Your File

Step 1. Log in to your XVerify account and scroll to the very bottom. This is where you will find an orange upload button.

upload button for email verification

Step 2. The next important step is to make sure that you have the correct file type selected.  By default it will select Email verification, but if you want to verify a phone file you need to change this option first before selecting your file.

select your file type

Step 3. For the file uploading process click browse to locate your file, then type in a file name and hit submit. IF you have a different email address other than the one on file you would like the notification to go to when the file is complete then you can input an email address into the Email Alert field. You should then see a message telling your that your upload was successful.

This was the basic guide to uploading your file, now that you are able to do it by yourself you can do it anytime you want to. If you have any questions you can send us an email to sales@xverify.com or give us a call at 866-903-9164

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