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Importing CSV Files into Lead Liaison

Special characters can sometimes cause a problem. The issue is with Microsoft Excel. The workaround is the following:

  1. Open your .csv import file in Excel 
  2. Go to File -> Save As -> Unicode Text
  3. Open the exported Unicode Text (*.txt) file with an advanced text editor like Notepad++ (http://notepad-plus-plus.org/download/v6.1.5.html)
  4. Go to Search -> Replace and replace all tabulations with ";" or ","
  5. Go to Encoding -> Convert to UTF-8 without BOM
  6. Go to File -> Save As and type a filename ending with the ".csv" extension
  7. Import the file into Lead Liaison

Alternatively, try a slightly different approach:

  1. Open your Excel document containing your list
  2. Highlight and copy the range of cells to import
  3. Create a blank document With an advanced text editor like Notepad++
  4. Paste your list into it
  5. Go to Encoding -> Convert to UTF-8 without BOM
  6. Go to File -> Save As and type a filename (keep the ".txt" file-type)
  7. Import the file into Lead Liaison using "TAB" as the field separator

Forcing Import of Special Characters

It looks like you have to enclose the CSV fields with quotes in order for the system (which uses php fgetcsv function) to parse those characters correctly. Otherwise they are stripped out. They tried various ways of encoding the file before it's parsed by fgetcsv but it seems to strip the characters out. The problem is the quotes remain in the values. 

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