Data Importing and Exporting Issues

I imported data using the correct column headings but it did not import the contacts into my CRM database, why?
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
Error message pop up box saying ‘Warning’ when trying to import data, why?
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
Why are telephone/mobile numbers displayed differently?
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
The zero is missing at the front of the telephone/mobile numbers on my Excel sheet how can I fix this before I import my data?
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
I have imported my data but phone numbers, email addresses and address are not shown on the business card!
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
Data imported does not display phone numbers on contacts business card?
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
I imported some company contacts - why is the company name shown twice on Grid View and on the Business Card?
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
I imported data but address lines 1 and 2 have combined into the first line of the address, why?
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
When I import data it looks like some of the data is missing?
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
Problems importing international numbers via Excel spreadsheet
  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