Why does my import fail?

Why does my import fail?

Here are some of the reasons why you cannot import your file.
  • There is no column header in the import file. Each column should have a column header. Column headers should be the first row of the import file. For example, the column that contains the email address of the records should have the column header named Email.
  • Your file contains empty values for some of the mandatory fields in CRM.
  • You've not chosen the correct character encoding. UTF-8 is the usual encoding format. 
  • You may have combined first name and last name in your files and may be trying to push both to the Last Name field.
  • There are character limits for certain fields and if you have the wrong type of information (text or special characters) mapped to something else then it will not import.
  • You are mapping a column in your import file with a drop-down field in CRM and the value has not already been added in CRM.
  • The date and time format in your import sheet is not mapped with that of Zoho CRM. For example, let's say the date format in your import sheet is MM/DD/YYYY. You have to select this format from the Date and time format drop down while importing the sheet. You can find this under Advanced Options.
  • The import file has an empty row which will be interpreted as the end of the file.
  Note:
  • In the Free Edition, you can import only a maximum of 1000 records.
  • If the import file is in the XLS, XLSX, VCF, or CSV formats you can import up to 5000 records per batch in the Standard, Professional, Enterprise and Ultimate Editions.  
  • Importing more than 5000 records (in the Standard, Professional, Enterprise Editions and above), can only be done in the CSV format. For more information, see Import Data.
  

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