Troubleshooting steps for Importing Issues

Here’s a tip for anyone who may be experiencing an importing issue. Try these 3  troubleshooting steps below. The majority of cases we see fall into one of these buckets.

  1. Change your file to a Comma Separated Values (CSV) format. There are many versions of excel that format things differently and cause importing issues. 
  2. Drop a sample of your import file into a notepad. Your file should not contain:
  •    Semicolons
  •    Extra commas
  •    Invisible characters
  •    Symbols (e.g. $, %)

3.  All dates should be in DD/MM/YYYY format (e.g. 14-Jan-2012)

Let us know your importing troubleshooting tips below!

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Comments

13 comments
  • Try to match custom fields directly instead of having to map the right custom field after uplading your file. This means that Insightly recognizes your custom field value.

    Name custom fields in exactly the same way in your import file.

    If you miss certain data after importing, try to find out which fields were correctly imported. It is most likely that the fist missing value is the cause of the missing data (i.e. after a false or incorrect value the import for the other fields stops).

    Do not import fields that you not use in your file, this saves time mapping your fields and makes your import file much clearer.

     

    Hope this adds ;-)

    With kind regards,

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  • Thanks for sharing, Richard!

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  • Import Tip:

    If you don't have the complete name of a contact you can try entering "Blank" so that each record you try to import will trick the system into thinking its a new record and not appear as a duplicate.

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  • That's awesome bkrueger, thanks for letting us know. Can you share what it was just in case someone else comes across this error too?

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  • Hi Matthew:

    It looks like you had an old Google Apps account that had no data. You want to be sure you are logging into your non-Google Apps account by going to Insightly.com and click on the gray Login button in the upper right, or enter your Insightly URL to enter your email address and password.

    You don't want to use the Apps icon any other URL to log in.

    If you've forgotten your password, go to the URL listed above and click on the link for "Forgot your password?" to receive an email that will prompt you to create a new password.

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  • I primarily use a mac for my business; importing files from downloads can sometimes trigger an issue that I have encountered many times.  Mac sometimes includes hidden symbols and spaces which wrecks havoc with the process.  After I download or prepare to upload, I clean the file by using the "Trim" function and sometimes will replace entire columns by copy and paste "Values".  Something to consider if using a mac.  

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  • Thanks for the tip, Steve!

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  • Hi Leslie,

    You can share your screenshots here on our community. What information is missing from your import? If I'm understanding your question correctly you're having trouble importing data into your Insightly Google Apps account, correct?

     Does your file appear similar or match our sample import files?

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  • Hi Nora,

    The issue is importing from Insightly 2 Google.

    https://drive.google.com/open?id=0B5tH4FM_eLKIbFRTdHdBWGFQekE

    As it does not allow me to paste csv file I'm posting a link to the file.

    Below are the screen shots




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  • Hi Leslie,

    It looks like you're trying to import a CSV into a Google Contact. Is this correct? You may need to contact Google if you're having trouble importing. Can you provide me the steps you're taking?

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  • I have a workaround tip for those of you importing opportunities. (note to admins - I hope that this tip does not get lost in this thread. Might be worth having a section for tips!)

    If you are importing opportunities that are already won, you need to first import the opportunity current state as won, export all the opportunities you just imported and then do an update on the date of close field. (unmap all the other fields).

    When you do the export you will need to link it back to the original file by either doing an Excel VLookup or, what we did which is a lot easier. We mapped our date of close field to another field so that it was in the return export file. You could either use the date of forecast close field or create a custom field to temporarily store this value.

    If you don't do this, the date of close field is automatically set to today's date rather than the date you specify. 

     

    This workaround should not really be required. I consider this fixing a bug. The import routines should take into consideration the date of close value that you are importing and not override it with the current date when you set the state to won!

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  • Hi , 

    I have some troubles importing leads. The CSV file I want to import is very basic and I have already check it.

    (first name, last name,organisation, role, website and number).

    The screen is the response I get every time. Could you tell me information I miss? During import, I have no problems with fields.



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  • Hi Chiara:

    It looks like these records were skipped because a Last Name was not entered. Lead records do require a Last Name to be saved to your account. If you don't have this information you can enter a place holder such as NULL for this field. Once you have this, the import should be processed :)

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