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If for some reason (unsupported file format, over file capacity, etc.), there will be an error message that will show up in the upper left section of the screen.
Sample file:
| View file | ||
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Once uploaded (it might take a moment to update the page with the information), you will be able to see, from the upper left section of the screen, the information from the file you uploaded (Filename, Size, Status, Rows, Columns, Created date)
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Once your mapping is complete, click on the “Start Import” button. A pop-up window will appear, asking if you are sure to want to import the contacts to your pipeline. If you are, press the “OK” button.
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Troubleshooting your import
Most of the import fields don’t require a strict guidance. However there are some fields that need to adhere to our naming conventions: Salutations, City, State, Country.
To find more information about our naming convention, please refer to the following example.
List of countries in https://app.typecrm.net/api/location/countries
List of states. e.g : Canada : https://app.typecrm.net/api/location/countries/CA/states
List of cities. e.g Quebec: https://app.typecrm.net/api/location/countries/CA/states/QC/cities
Salutations: Mr, Mrs, Miss, Dr, Others
Monitoring your import
You can monitor your import from the automation page. There, you will notice that an automation has been automatically created which states that - “When a csv file is uploaded” Then import csv data to Contacts & Accounts”.
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