Data Importing and Exporting Issues
Please check your Excel spreadsheet to make sure that you have the data in the cells completed such as Company, First Name, Last Name for each row. We...
Fri, 18 Mar, 2022 at 3:56 AM
The system does not recognise the format of the data sheet you are trying to import. This usually occurs when trying to load an Excel spreadsheet in .xls f...
Thu, 3 Dec, 2020 at 3:10 AM
Please be AWARE that there is an issue with Excel in the way that it converts data from an Excel Spreadsheet to a .CSV (Comma Delimited) file. Unfortuna...
Thu, 3 Dec, 2020 at 3:11 AM
1. Remove the data you have just uploaded into your account - please click here for the instructions on how to remove contacts. Be careful NOT to remo...
Thu, 3 Dec, 2020 at 3:11 AM
The reason this has happened is that when you imported your data the ‘Preferred Location’ was set to Home. To change this you need to add this column to th...
Thu, 3 Dec, 2020 at 3:12 AM
This may be because you have imported the phone numbers in the Home section by using the Business2Consumer data import template instead of the Business2Busi...
Thu, 3 Dec, 2020 at 3:13 AM
This is because there is no individual persons name associated with the contact record so it has shown up the company name twice as shown below: If...
Thu, 3 Dec, 2020 at 3:14 AM
If you have 3 lines of address before the 'City' on your data import file as shown in the example below: Then when the data is imported int...
Thu, 3 Dec, 2020 at 3:14 AM
The number of contacts displayed on your spreadsheet or CSV. file can differ from the amount imported into your CRM account. The discrepancy will be to...
Thu, 3 Dec, 2020 at 3:15 AM
If the number contains a single ‘0’ at the beginning – then it is localised. So if the numbers contain 00 at the start or just the international ...
Thu, 3 Dec, 2020 at 3:15 AM