If you are getting errors when trying to import contacts into your system please check these two things:
- Make sure that the file you are attempting to import is a CSV file. Currently the only types of files that are able to be imported are CSV files.
- Make sure that the file you are trying to import have the basic required fields:
- For Companies you must have: “Company Name”, “Contact First Name”, “Contact Last Name”, “Phone” and “Email”
- For Individuals you must have: “Contact First Name”, “Contact Last Name”, “Phone” and “Email”