Review customer CSV templates

Use this when a customer wants a user upload template with segmentation fields.

Common fields

Common columns include:

• email
• first_name
• last_name
• region
• market
• sector
• manager_email
• manager_name
• second_tier_manager
• second_tier_manager_email

Use the customer’s required labels when public docs or product UI support them. Do not invent hidden fields.

Steps

1. Confirm the customer organization.
2. Confirm what segmentation they need.
3. Review the CSV headers.
4. Check for duplicate email columns or misspelled required fields.
5. Check that manager email columns contain email addresses, not names.
6. Check that one row represents one user.
7. Remove sample/test rows before customer upload.
8. If ActiveAdmin exposes imported custom fields, spot-check one uploaded user after import.

Expected result

The CSV is structurally ready for upload, or you have a clear list of fields the customer must fix.

Escalate when

• The customer needs fields not supported by current upload/import surfaces.
• The import partially succeeded.
• Custom fields do not appear after upload.
• You need database cleanup.