Each customer's Data Updater is bespoke.

To ensure it can update your database effectively it is important that your source file is in the same format each time (i.e. the columns are labelled the same).

Remove all formulas and totals

You shouldn't have any additional information in your spreadsheet - such as a total cell below your table. There should be complete rows only.

No extra rows or columns

If you have any blank rows or columns (such as the first column) these must be removed before you continue.

Save the file as a CSV

The file must then be saved as a .CSV file. In most spreadsheet software packages this can be achieved by clicking Save As and setting the format of the file.

Once saved, it is important that you do not re-open the file - some software packages corrupt or try to format the file when you do this.

Upload Your File

You can then click the upload button in the Data Updater screen where it will allow you to attach the .CSV file.

Solomon will then compare the column headers in your upload to those in your Solomon Database. It will confirm the headers that have been identified as well as the number of records it has found - check this matches what you expected.

If something does not look right or you get an error message, please get in touch with the original file and we'll help figure out what's going wrong.

If you are happy, click continue and you will be taken to the decision screen.

📂 Find out more about Making Decisions in the Data Updater here.