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Kim Heagle
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import is stating "missing essential info" even though all fields are filled out and match

I'm trying to import/update organizations in Insightly and have an excel spreadsheet that matches the Insightly fields yet it is still telling me I'm missing essential info. I have every row filled out and have double checked and renamed the columns to ensure they match insightly. It's frustrating that when you call the 800 number you do not get a live person for support. 

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    Alejandro A

    Hey Kim Heagle,

    Currently, you can make updates to existing records based on Record ID number. With that in mind, to update your records, we recommend:

    1. First, Export the records you'd like to update
    2. Edit the file to change the records
    3. Import the file and choose the "update records" option

    Some other tips about this process:

    • Add New Records will still use duplicate checks when importing.
    • Update Existing Records will ONLY find a match by record ID and update the matching record
    • Add New Records and Update Existing Records will do both
    • There is no undo button, so we recommend testing a small subset first. But you could always update your import file and try to update it again.

     

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    Kim Heagle

    That's what I did. As i stated above, i ensured every column header matched in Insightly and only uploaded customers that had every row filled out.  still doesn't work. I tried in both an excel file and a CSV file. 

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    Kim Heagle

    There has to be a better way then exporting each individual organization and then reuploading..... at that point i might as well just go in and change them manually myself. 

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    Kim Heagle

    Also why can't you tell me which "essential item is missing"..... that would likely help us discover the error. 

     

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    Alejandro A

    Hey Kim,

    Sorry, about the delay in response. Our company was out of the office on Friday for training. And, the last two days I was out sick. Please know that I'm continuing to look into this. 

    Can you provide a screenshot of how you are mapping the data into Insightly? 

     

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