Completed

Leads import skipping unique records

Hello,

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.
0

Comments

9 comments
  • Hey Sandeep,

    When uploading these leads, are the email addresses the same as well as the first and last name? If the first and last name are the same for a lead being uploaded, Insightly will check for the email address, phone number, or organization name. If any of these are also identical, Insightly will consider them a duplicate and not upload them. 

     

    0
    Comment actions Permalink
  • Hi Alex,

    Thank you for taking the time to review and respond to my query. As I mentioned in my post, the lead first/last name and email address are the same. The phone number may be different and the organisation is certainly unique for each of these records. This is clearly a bug in your Lead import functionality.

    To work around the lead import limitation, I am trying to insert those additional records via API calls. Also, with your 5 calls per second limitation, I now have to implement a mechanism to cache the first lead search by email API call results and match/skip records with the same email, first/last name and company name and insert missing or non-matching records.

    I would be very happy to share send you a copy of the Lead import CSV file. Or you could reference my account and see if you have access to the recent import files.

    Hope to have some guidance and assistance on this issue.

    Thank you.

    0
    Comment actions Permalink
  • Hey Sandeep,

    As this involves account specific information and you are a paid user, I have created a ticket that I can reach out to you on.
    0
    Comment actions Permalink
  • Hi Alex,

    You provided the following response via email ...

    I've spoken with my associates and confirmed that this is part of our functionality. If the first and last name are the same on a lead, Insightly will check the email before any other record. If the email is identical, it will consider it a duplicate and will not import it.

    A quick work around may also be to simply change the name by adding a number to the first or last name of your Imports. You could also change the first or last name to the Organization to prevent the duplication feature from activating.

    Your documentation suggests otherwise. I would like to request this be marked as a bug and escalated or update your documentation saying that Lead import only checks first/last names and email address *only*.

    Thank you.

     

    0
    Comment actions Permalink
  • Hey Sandeep,

    We have checked the documentation and it is correct. Per that documentation, if the first and last name are the same, it will check for an email address, phone number, or organization. If any of these are a match then the system will mark it as a duplicate. 
    0
    Comment actions Permalink
  • I have encountered similar import issues.  I find that the system absolutely does NOT check for matching email, phone number, organization, etc.  Nothing.  It ONLY looks at the contact name.  I've had it skip entries where the contact name is the same as one already in the system, but absolutely nothing else is the same.  I've also had it import entries that are actually duplicates; the only difference is in the contact name.  It will also not detect duplicates when a lead is manually entered, but that lead is actually already in there - there is zero alert like "Hey this looks similar to this other entry - is it maybe a duplicate?"  Nothing.

    0
    Comment actions Permalink
  • Hey Anastasia,

    As a paid user, I will be opening this as a ticket for you. This is being done because if the system is not following the second step of checking the email address, phone number, or Organization name, that is an error that will need to be looked into further.

    0
    Comment actions Permalink
  • Thank you Alex.  As I'm sure you can imagine, this is an extremely frustrating problem, and along with various other shortfalls, basically reduces the usability of the platform to almost nil.

    0
    Comment actions Permalink
  • What if you have two John Jones at Cisco, but the email addresses are different. This is reality at large companies like Cisco, Apple, SFA, etc...  Making the criteria email address, phone number OR organization is the problem. It should be email address, phone number AND organiztion to create a Duplicate fault.

    0
    Comment actions Permalink

Please sign in to leave a comment.