Completed

Can't map contact title/role when importing contacts

I downloaded Insightly's Contact Template and made sure all my data was clean prior to importing it. When I reach the field mapping stage (step three), I can map all my data with its respective Insightly field, with the exception of Title/Role. The Title/Role option doesn't even appear in the scroll down option (first name, last name, etc.). 

How can I solve this? 

Thanks!

2

Comments

2 comments
  • I am also experiencing this issue. The import tool has changed and no longer allows us to map to the organization (only org record ID) or include the title. The system i'm exporting from does not have insightly record ids. 

     

    1
    Comment actions Permalink
  • Hello Everyone,

    This should be resolved now. If you still having issues mapping your records please let me know. 

    0
    Comment actions Permalink

Please sign in to leave a comment.