Data Importing and Exporting Issues

Imported data has associated my custom fields against all contacts and not associated tag groups
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...
Thu, 3 Dec, 2020 at 3:15 AM
Data Import not working I have email addresses to upload
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...
Thu, 3 Dec, 2020 at 3:16 AM
Exported data issue - the notes in the Notes column has text formatting characters - how do I remove this?
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...
Thu, 3 Dec, 2020 at 3:17 AM
Issue with column headings not separating out, after exporting the data - why?
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...
Thu, 3 Dec, 2020 at 3:17 AM
When I export out data it does not display international characters correctly why?
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...
Mon, 7 Dec, 2020 at 4:02 AM
I am unable to export my data, the export is not working and I have selected UTF-8 format?
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...
Thu, 3 Dec, 2020 at 3:18 AM
When I try to export out a specific tag group, I get an export error message, why?
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 ...
Thu, 3 Dec, 2020 at 3:19 AM
I exported out some contacts and they now have '44' at the beginning of the phone number instead of 0 - why?
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 wit...
Thu, 3 Dec, 2020 at 3:20 AM
I am unable to open the data file I exported - I have a message box appear in Excel
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...
Thu, 3 Dec, 2020 at 3:20 AM
A Custom Field called 'Department' has not imported, even though it has been set up correctly, why
The Custom  Field 'Department' isn't importing because you will need to rename the field on the system and on spreadsheet to something else, ...
Thu, 3 Dec, 2020 at 3:20 AM