Support

When data is imported from a spreadsheet – if the custom fields do not already exist inside your account then they are created during the import.  If th...

You need at least a First Name or Last Name or Company Name in place for the contact to be created inside your CRM account.  As you only have email addr...

Unfortunately when you export out data, Excel will format the text characters in the Notes column as shown in the example below:   This issue is...

It is an Excel issue and can be down to an old version of Excel and does happen occasionally.    To separate out the column headings in your excel spread...

If you are using Microsoft Excel you would get the best results from the UTF-8 option - as this is the character set that Microsoft themselves use and in...

If you are using Microsoft Excel you would get the best results from the Windows 1252 option - this is normally the default option when exporting data as...

1. Please make sure that you are exporting your contacts in List View as shown below: 2. Make sure that you have selected all the contacts ...

This is an Excel issue with the way numbers are formatted.  You can use the Excel function 'Find and Replace' to find all affected numbers with ...

If you have exported your data but are unable to open the data file inside Microsoft Excel as you have a message box displayed as shown in the example below...

The Custom  Field 'Department' isn't importing because you will need to rename the field on the system and on spreadsheet to something else, as ...