Leads import skipping unique records
Insightly leads import process skips unique records. While the lead first and last names are the same, the company/organization is different and thus the record as a whole is unique. Per documentation, this should be the case as well. Unfortunately, the import process seems to just skip records based on first/last name!!
I spent several hours importing 26K records, 500 at a time. Please assist.
Insight Import documentation for Contacts and Leads suggests...
- Insightly checks first and last name. If there is an exact match on both, Insightly continues to compare data.
- If there is also a matching email address, phone number, or organization, Insightly views the record as a duplicate and will not import it.