Troubleshooting Skip Trace Upload Issues

Most skip trace issues come down to the file format or the column mapping. Check the points below before you upload, and again if the upload doesn't go through.

Resources

→ How To Use Lead Sherpa's Integrated Skip Tracing Tool

→ Skip Tracing A File Containing Only the Property Address

→ How to Skip Trace an LLC or Trust

→ How to Batch APN Skip Trace

1. Prepare your file

• Start from the Lead Sherpa template: Skip Trace → Batch Skip Trace by Address → Download Skip Trace Template.
• Keep the property address split into separate columns: Property Address, Property City, Property State and Property Zip. Property Address is required.
• Put first and last names in separate columns.
• For an LLC or trust, put the full entity name in the Business Name column.
• Use a CSV file when you can. XLSX is accepted, but CSV files cause fewer upload errors.

• Split files larger than 100,000 rows into smaller files. They process faster, and an upload error only affects a smaller batch.

   

2. Turn off ad blockers

Ad blockers can stop the column mapping from working. Turn them off for https://app.leadsherpa.com, or add it to your allowed sites, then reload the page.

3. Check the column mapping

After you upload, the uploader shows Map Columns on the left and Review Rows on the right.

• Under Map Columns, check that each field matches the right column from your file. The sample values under each field help you spot mistakes.
• The order of the columns in your file doesn't matter, as long as each one is mapped correctly.
• Under Review Rows, click Invalid rows to see which rows have errors. Fix them in your file and upload again, or click Submit valid rows to continue without them.

4. Low hit rate?

If fewer than 80% of your records come back with data, your file may not match the template. Check the column names and mapping, then try again.

Questions? Email support@leadsherpa.com.