Before confirming an upload, check any available previews to make sure names and other information look the way you expect. Passing the initial checks does not mean that every spelling or value is correct.
I see a warning about unusual characters
If your file contains the symbol �, SkyPrep will ask you to review it. This symbol may appear when a character could not be read correctly, or it may already be in the file you uploaded.
The warning does not automatically stop the upload. However, if a name or another value looks wrong, correct it before continuing:
1. Open your original spreadsheet and find the affected information. If the spreadsheet already contains �, use Find to search for that symbol.
2. Correct the value using your original records. Saving the file again will not restore a missing letter automatically.
3. Save a new copy using the CSV UTF-8 file format. For Excel instructions, see Save your Excel spreadsheet as CSV UTF-8 below.
4. Upload the new copy and check the preview again before confirming.
Names containing accents, such as José, do not need to have their accents removed.
If the original spreadsheet looks correct but the preview does not, save a fresh CSV UTF-8 copy from the original spreadsheet and try again. Check the preview even when no warning appears.
Save your Excel spreadsheet as CSV UTF-8
Keep your original Excel workbook for future edits, then save a separate CSV copy for SkyPrep. Select the worksheet containing the users you want to upload and keep the SkyPrep template's column headings.
Example: Excel on Windows
1. Open your workbook, such as New Users.xlsx, and select the worksheet to upload.
2. Choose File > Save As. Depending on your version, you may see Save a Copy. Select Browse if needed to open the full save dialog.
3. In Save as type, choose CSV UTF-8 (Comma delimited) (*.csv). Look for UTF-8 in the name; Excel may list several CSV formats.
4. Choose a folder and a new name, such as New Users Upload.csv, then click Save.
Example: Excel on Mac
1. Open your workbook and select the worksheet to upload.
2. Choose File > Save As (or Save a Copy, depending on your version).
3. In File Format, choose CSV UTF-8 (Comma delimited) (.csv). The wording may vary slightly; select the CSV option that explicitly includes UTF-8.
4. Choose a folder, name the copy New Users Upload.csv, and click Save.
If Excel asks about worksheets or lost features
CSV exports only the active worksheet. If Excel asks to save only that sheet, confirm after checking that it contains the intended users. If it warns that some features are unsupported, choose the option to keep the CSV format, such as Use CSV Format, Keep Using This Format, or Yes, depending on the version. Keep the original workbook because CSV does not preserve workbook formatting or multiple sheets. See Microsoft's CSV export instructions.
Check the saved copy in SkyPrep
Upload New Users Upload.csv and review the preview before confirming. For example, a name entered as José should still appear as José. If the original value is already Jos�, correct the name using your records before exporting; choosing UTF-8 cannot restore the missing letter.
Changing New Users.xlsx to New Users.csv by renaming it does not convert the file. Choose the file format in Excel's save dialog. If CSV UTF-8 is missing, use an Excel version that offers it or ask your IT team to help export a UTF-8 CSV. Microsoft documents saving in another format and the CSV UTF-8 format for Mac.
If the preview does not separate the columns correctly, your export may use semicolons because of regional settings. Ask your IT team to help export a comma-separated CSV; Microsoft's delimiter guidance explains how Excel's separator settings affect the file.
SkyPrep reports invalid rows
Read the message and check the rows it identifies. Make sure required information is present and that you are using the correct template for your action. For example, adding a user and editing an existing user require different information.
Keep the template's required column headings. When editing existing users, do not change or remove skyprep_internal_id.
Correct the spreadsheet and upload it again. Only remove a row from the preview if you intend to leave that user out of this upload.
The upload failed because of formatting or character encoding
Open the original spreadsheet, check that the information is in the correct columns, and follow Save your Excel spreadsheet as CSV UTF-8 above to create a fresh copy. Upload that new copy rather than simply renaming an Excel file to end in .csv.
If the problem continues, start with a fresh SkyPrep template and copy your information into it. A character warning does not fix missing information or a broken file layout.
How do I know the upload finished?
Pending or processing: The upload has not finished yet. Do not submit another copy because it is still running.
Upload complete: Processing has finished. Review the result and spot-check the imported information.
Upload completed with errors: Read the listed errors and check which records need attention before retrying. Records without errors are imported, so the follow-up CSV should only include users who had errors associated with their records.
Upload failed: Follow the message on the page. Check whether any records were processed before uploading another copy.
If you need help, send an email to [email protected] or your account manager, including the upload page URL and the message shown. Share sample data only through your organization's approved support process.
Optional: files created by a macro or another system
Ask the person maintaining your export to generate a comma-separated CSV using UTF-8. Changing the filename alone does not change how the file is saved. They should also check that values containing commas, quotation marks, or line breaks are exported correctly.