I'm having trouble importing notes

I have mapped everything correctly and saved the file as a csv but the upload results keep returning as 0



 

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4 comments
  • Hi there,

    I'm sorry this is happening. I haven't seen any other users report this and unfortunately was not able to review your account since it appears you're using a different email address for the Community/Help Center than for your Insightly account. Can you check to see if perhaps you may have reached your record limits under Billing & Account?

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  • Hi, I don't think that's possible as there's only 1 contact and 1 organisation on there at the moment.  We're thinking of migrating to Insightly from ACT but if it's tricky to do simple uploads then that's unlikely.  Thanks anyway.

    Oh and for some reason, it wouldn't accept the login credential I use for Insightly so I had to login with my Google account to post here.

    All-in-all, not a great day for me in terms of using your software.

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  • Actually, I'm not alone in experiencing difficulty with uploading to your site - I've just spent the last 50 minutes reading similar issues from other users.  Does the data need to be in UNICODE or UTF-8 or something else?  I keep seeing that being mentioned.  Also, does your software actually give any explanation anywhere as regards why an upload has failed or are we supposed to guess?

    I'm honestly not feeling the expert help vibe here at all - so far, I haven't seen a single Insightly person offer any quality step-by-step help to anyone.

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  • Hi there,

    Happy Friday!!

    Contact Note import is a two step process:

    1. Import Contacts

    2. Import Contact Notes
     Contact note matching:
    For each contact note, both the first name and last name of the contact must match exactly. (First Name fields contain both first and middle names.)      
           
     Secondly, one of the followings must match:

    • An organization linked to the Insightly contact matches the organization name in your file.
    • A phone number for the Insightly contact matches the phone number specified in your file.
    • An email address for the contact matches the email address specified in your file.

    Please let me know if you still have an issue importing Contact Notes.

    Thank you for using Insightly,

    Nipuna



     

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