The Bulk Actions feature gives you a central place to monitor and manage your contact imports, including any that ran into errors. This guide covers how to navigate to the Bulk Actions section, check import status, and read error logs so you can fix any issues that come up.

Go to the 'Contacts' section in the CRM, then open the 'Bulk Actions' tab. You'll find a record of your recent CSV imports here, including any that didn't fully succeed.

Checking Import Status

Find the import and click Show Stats to review its results.

Reviewing Import Statistics

The Bulk Import Stats section shows you the total number of contacts imported, with a breakdown of successful imports and any errors.

To see exactly what went wrong, click the Error tab. Errors are organised by line number, corresponding to the contacts in your CSV file. For example, an error labelled 'Line 1' refers to the first contact in your CSV.

Understanding Error Logs

The error log is your main tool for identifying and correcting issues with your contact import. Here's how to read it:

  • Line Number: Indicates the specific contact (row in your CSV) that encountered an error.
  • Error Description: Provides insight into what went wrong, such as formatting issues or missing required fields.

Error Codes and Resolutions

Common Errors and Solutions

While the CRM can run into a variety of import errors, some crop up more often than others. Here are a few typical issues and how to fix them:

  • Formatting Errors: Make sure your CSV file follows the required format, including correct column headers and data types.
  • Missing Information: Some fields may be mandatory. Double-check that all required information is present for each contact.
  • Duplicate Contacts: The CRM may reject contacts that appear to be duplicates of existing entries. Verify the uniqueness of each contact's information.

Troubleshooting Tips

  • Pre-Validation: Before importing, use spreadsheet software to clean and validate your data. This can help prevent common errors.
  • Small Batches: If you're running into persistent issues, try importing a smaller subset of your contacts. This makes it easier to identify and correct errors.

Frequently Asked Questions

Q: What if my contacts still won't import after troubleshooting?

  • Double-check your CSV for any hidden formatting issues. If problems persist, consider reaching out to support for further assistance.

Q: Can I undo a contact import if I find errors later?

  • Yes. You can revert the bulk-imported contacts and re-import them once the errors are corrected.