Troubleshooting Contact Imports

Detailed Troubleshooting Process

Accessing Bulk Actions

1. Begin by navigating to the 'Contacts' section of your CRM system. 

2. From there, proceed to the 'Bulk Actions' area. Here, you'll find records of your recent CSV imports, including any that may not have been fully successful. 

Evaluating Import Status

1. Identify the specific import you're concerned with, and click 'Show Status' to review its success. This screen will reveal whether any issues occurred during the import process. 

Investigating Error Logs

1. For a more detailed analysis, click on the three dots under 'Actions' next to the import status, then select 'Show Error Log'. 

2. The error log provides a comprehensive list of issues encountered during the import process. These errors are organized by line number, corresponding to the rows in your CSV file. For instance, 'Line 1' refers to the first contact in your CSV.

Interpreting Error Logs

1. Line Number: This refers to the specific row in your CSV file where the error occurred.

2. Error Description: This section explains the nature of the problem, such as incorrect formatting or missing required fields.

Common Import Errors and How to Fix Them

1. Formatting Issues: Ensure your CSV file follows the required format, including correct column headers and data types.

2. Missing Data: Some fields in your CRM might be mandatory. Make sure all required information is provided for each contact.

3. Duplicate Entries: The CRM may reject contacts that are duplicates of existing records. Check for uniqueness in each contact's details.

Additional Troubleshooting Tips

1. Pre-Validation: Before importing, clean and validate your data using spreadsheet software. This can help catch common errors before they cause issues.

2. Smaller Batches: If you're facing persistent errors, try importing a smaller number of contacts. This can simplify the process of identifying and correcting issues.

Frequently Asked Questions (FAQs)

• Q: What should I do if my contacts still won't import after troubleshooting? A: Check your CSV for any hidden formatting issues. If you still encounter problems, reach out to support for further assistance.

• Q: Can I undo an import if I discover errors afterward? A: Yes, you can revert the bulk import and re-import the contacts after correcting the errors.