Importing data into a CRM can streamline operations, but errors during CSV imports can cause inconsistencies. Here’s how to resolve common issues in Salesforce and HubSpot.
1. Incorrect File Formatting
Issue: The CRM fails to recognize the file. Solution: Save as a UTF-8 encoded CSV with proper delimiters. Avoid extra spaces, special characters, or empty rows.
2. Header Mismatch
Issue: The CRM does not recognize column headers. Solution: Match column headers with the CRM’s required field names before import.
3. Data Type Mismatches
Issue: Fields contain incorrect data types. Solution: Ensure fields match expected formats (e.g., valid emails, correctly formatted phone numbers, and YYYY-MM-DD dates).
4. Missing Required Fields
Issue: The import fails because mandatory fields are missing. Solution: Ensure that required fields (e.g., email, name, and company) are included.
5. Duplicate Records
Issue: The CRM rejects records due to duplication. Solution: Check for existing records before importing. Use deduplication rules.
6. Field Length Exceeded
Issue: Data fields exceed the CRM’s character limit. Solution: Shorten data to fit within character limits.
7. Improper Date Formatting
Issue: Dates are not recognized. Solution: Use the CRM’s required date format (e.g., YYYY-MM-DD).
8. Encoding Issues
Issue: Special characters appear incorrectly. Solution: Save the file in UTF-8 encoding.
9. Permissions and Access Restrictions
Issue: Import fails due to insufficient user permissions. Solution: Ensure the importing user has the required permissions.
10. Improper Field Mapping
Issue: Data appears in incorrect fields. Solution: Map CSV columns correctly during import setup.
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CSV Loader helps clean, format, and structure data for seamless CRM imports, ensuring accuracy and efficiency.