Troubleshooting CSV file imports

Overview

Users can use the spreadsheet (CSV) file data source to import customer and organization data directly into their Ortto account’s Customer Data Platform (CDP). This guide covers common issues that might come up during the import and how to fix them.

Too many rows without merge keys

If you receive an error saying Too many rows without merge keys, this means that Ortto cannot find in the CSV file enough data matching your account’s unique identifiers to be able to create or update records in your CDP.

To be able to create meaningful CDP records, Ortto requires the following minimum fields:

• For people: First name, Last name, and Email address.
• For organizations: Name (of the organization), as well as either the Email address or Phone number of the person being linked to this organization.

By default, Ortto uses the following data values as unique identifiers:

• For people: their email address, followed by their phone number (as a fallback), and
• For organizations: its name.

You can modify the default identifiers under Settings > Customer data > Unique identifiers.

As such, the likely issue causing the error is that your CSV file is missing identifier data, e.g. people’s email addresses. When you’ve updated your CSV file to include the missing data, this should resolve the issue and allow you to complete the import.