Troubleshooting

We highly recommend that users always test a CSV import by loading a small sample set of the data before importing larger datasets. This avoids mistakes and lets users confirm that they have mapped the data correctly in their CSV.

If you are receiving an error message or are experiencing an issue after importing your data, this article might help.

Please keep in mind that:

  • Blank values in well-named column headers are ignored. This means that source information can be sparsely populated in the column headers
  • Poorly named column headers (column header names that do not conform to acceptable column headers) are ignored. All values within these file formats are ignored.
  • The import will stop when it encounters 20 import line errors in an import file.
  • Files must be saved as CSV (comma separated files) format. The import process expects the source files to be saved in UTF-8 format

Below you will find the most common error messages and how to fix each:

Error messaging and troubleshooting

1.  Invalid phone number

In case there is a blank digit in a phone number, it will be considered an invalid number and that field will not populate.

In case the phone number starts with the state (e.g. TX 409-861-6510) please make sure that it is in capital letters, else, the field will not be imported

Solution:   Please go to your CSV file and make sure there are no blank spaces in the field in question,  save your file, next, go ahead and import again.  The missing phone number should populate.

2. 

This error is due to trying to import a .xls file.  Kindly save your file as a .csv and try again.

3.

4. 

This error is commonly related to the type of file that you are trying to import. Please make sure to save the file as a .csv

5. 

6. Malformed contacts

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