---
title: "Review and Validate Import Data"
slug: "review-and-validate-import-data"
updated: 2026-07-23T16:10:35Z
published: 2026-07-23T16:10:35Z
canonical: "help.csgi.com/review-and-validate-import-data"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.csgi.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Review and Validate Import Data

## Preview and Validate the Import File

Before importing profiles, the system validates the file and displays a preview of the records. The preview helps you identify formatting and data issues before the import begins.

### How the Preview Works

- Upload the [import file](/cx/docs/import-profiles).
- The system parses the file and displays a preview of the first 20 records.
- Review the preview for validation errors and warnings.
- Correct any issues in the file and upload it again if necessary.
- Run the import.
- After processing completes, the system displays the number of records successfully imported.

The preview validates both the file structure and the data contained in each column.

| **Validation Type** | **Description** |
| --- | --- |
| File format validation | Verifies that the CSV file structure matches the expected format. |
| Column validation | Verifies that each column contains data in the expected format. |
| Data type validation | Verifies that field values can be parsed correctly based on the field requirements. |

**Example**: **Invalid Data Format**

If a field expects a date in the **MM/DD/YYYY** format, but the file contains a date in the **YYYY-MM-DD** format, the system cannot parse the value correctly.

In this case, the preview displays a parsing error so that you can correct the data before importing the file.

### Attribute Name Standardization

During import:

- All incoming attribute names are converted to lowercase.
- This standardizes profile attributes across imports, preventing duplicate attributes caused by mixed-case column names.

### Import Validation Updates

**Unsupported Attributes**

During import, the system compares incoming columns with the configured profile schema.

- Attributes that do not exist in the schema are not stored in the profile database. The ignored attributes are displayed with an "**(ignored)**" label during preview.

> ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A29%3A02Z&se=2026-10-26T14%3A29%3A02Z&sr=c&sp=r&sig=H%2FtL7hyASmrZ3uUViv4hlyb%2BGwh%2FS4O%2BlEP7KrQYnNw%3D)
> 
> A **yellow warning banner** is displayed when channel validation issues occur. The warning banner applies only to:
> 
> - Email
> - Phone
> 
> Warnings allow the import to continue when at least one valid channel exists.

### New Profile Import Rules

| **Profile ID** | **Email** | **Phone** | **System Action** | **Result** |
| --- | --- | --- | --- | --- |
| Missing | Any | Any | Error | Import blocked |
| Present | Invalid/Missing | Invalid/Missing | Validation error | Import blocked |
| Present | Valid | Invalid | Warning for invalid channel | Import proceeds |
| Present | Invalid | Valid | Warning for invalid channel | Import proceeds |
| Present | Valid | Valid | No warning | Import proceeds |

### Phone Number Validation Rules

#### **Allowed Characters**

After trimming whitespace, phone numbers can contain only:

- Digits (0-9)
- Plus sign (+)
- Opening parenthesis (()
- Closing parenthesis ())
- Hyphen (-)

**Examples:**

| **Value** | **Result** |
| --- | --- |
| +1 (503) 555-0101 | Valid |
| 503-555-0101 | Valid |
| call 503-555-0101 | Invalid |
| 503.555.0101 | Invalid |

#### US Number Normalization Rules

| **Length** | **Validation** |
| --- | --- |
| 10 digits | Valid |
| 11 digits | Valid only if the first digit is `1` |
| Any other length | Invalid |

#### NANP Validation Rules

The phone number must follow the format:

**NXX-NXX-XXXX**

Where:

- **N** = digits 2–9
- **X** = digits 0–9

> ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A29%3A02Z&se=2026-10-26T14%3A29%3A02Z&sr=c&sp=r&sig=H%2FtL7hyASmrZ3uUViv4hlyb%2BGwh%2FS4O%2BlEP7KrQYnNw%3D)
> 
> **Validation rules:**
> 
> - Area code (first 3 digits) must start with 2–9
> - Exchange code (next 3 digits) must start with 2–9
> - Line number (last 4 digits) can contain any digits

## File Processing and Error Handling

- If the system detects errors during validation, it displays them in the preview results. Review and correct these errors in the import file before proceeding with the import.
- After the import finishes, the system displays the total number of records that were imported successfully.
- Failed import files are moved to an /error folder within the processed bucket.