CRM

CGarciaDHT
Membre

Importing my excel data

Résolue

When attempting to import my crm from an excel spreadsheet it only imports about 25% of my data, even though my excelsheet is made directly from another crm application, even when i attempted to to import my data directly from the other crm application it was incorrect. 

2 Solutions acceptées
Lucila-Andimol
Solution
Leader d'opinion | Partenaire solutions Platinum
Leader d'opinion | Partenaire solutions Platinum

Importing my excel data

Résolue

Ok, entonces te hago algunas preguntas más:

- estás importando 1 o más objetos en el mismo archivo?

- Estás siguiendo las recomendaciones de formato?

- Al mapear las columnas con las propiedades todas coinciden?

- Si quieres puedes compartir una carptura o link de tu archivo así podemos verlo y orientarte mejor...

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23
Certified Trainer (12+ years)

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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Importing my excel data

Résolue

Hi @CGarciaDHT,

 

Could you share a screenshot of your import dashboard, like the one below?

 

karstenkoehler_1-1622816750597.png

 

A screenshot of your import file (pixelating any confidential information), would also be useful.

 

Here are the things that can usually go wrong:

 

Have you checked the error file? See here for general tips on import errors.

 

Does your file have empty rows or columns where HubSpot expects data? If you're unsure, you can review the setup of your file.

 

Are you looking for the records in the right place? (e.g. if you're importing companies, are you checking under Menu > Contacts > Companies?)

 

Do you have the permissions to see all records? If you're not the super admin in your portal, I'd recommend reaching out to them. You might have imported contacts which you are now not allowed to see, for example if your access permissions do not include records without an owner.

 

Could you describe how you are confirming that not all records are being imported correctly? Are you maybe looking at a filtered view which is not showing all records, just the ones you own, for example?

 

Hope this helps!

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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4 Réponses
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Importing my excel data

Résolue

Hi @CGarciaDHT,

 

Could you share a screenshot of your import dashboard, like the one below?

 

karstenkoehler_1-1622816750597.png

 

A screenshot of your import file (pixelating any confidential information), would also be useful.

 

Here are the things that can usually go wrong:

 

Have you checked the error file? See here for general tips on import errors.

 

Does your file have empty rows or columns where HubSpot expects data? If you're unsure, you can review the setup of your file.

 

Are you looking for the records in the right place? (e.g. if you're importing companies, are you checking under Menu > Contacts > Companies?)

 

Do you have the permissions to see all records? If you're not the super admin in your portal, I'd recommend reaching out to them. You might have imported contacts which you are now not allowed to see, for example if your access permissions do not include records without an owner.

 

Could you describe how you are confirming that not all records are being imported correctly? Are you maybe looking at a filtered view which is not showing all records, just the ones you own, for example?

 

Hope this helps!

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Lucila-Andimol
Leader d'opinion | Partenaire solutions Platinum
Leader d'opinion | Partenaire solutions Platinum

Importing my excel data

Résolue

Hola @CGarciaDHT espero estés bien.

Has chequeado que en el archivo no tengas filas en blanco en el medio?

Has chequeado si la importación te indica algún tipo de error para el resto de las líneas?

Esto puedes verlo en la línea de la importación así:

HubSpot error importacion_AndimolHubSpot error importacion_Andimol

Nos avisas que tal te va con esto.

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23
Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

CGarciaDHT
Membre

Importing my excel data

Résolue

Yes mam, there are never any errors it states, and im more just trying to upload my company accounts/leads

0 Votes
Lucila-Andimol
Solution
Leader d'opinion | Partenaire solutions Platinum
Leader d'opinion | Partenaire solutions Platinum

Importing my excel data

Résolue

Ok, entonces te hago algunas preguntas más:

- estás importando 1 o más objetos en el mismo archivo?

- Estás siguiendo las recomendaciones de formato?

- Al mapear las columnas con las propiedades todas coinciden?

- Si quieres puedes compartir una carptura o link de tu archivo así podemos verlo y orientarte mejor...

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23
Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.