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Unable to import leads using a simple csv file

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Level 1

I am trying to import leads using a csv file. I have First Name, Last Name , email address and Company Name fields only. When I import that csv, AC says that the file structure is correct but during the simulation it errors out.

Please help.

4 Replies

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Employee

Can you post a trace of the error log or error message that you get? Is this for a production instance? If so, I recommend that you contact tech support as it is going to be difficult to troubleshoot without access to the environment.

Linda

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Level 1

Hi Linda,

This is not for the production instance. It is for our sandbox environment.

I am using the activity import wizard in the Leads module in the dashboard to import data. FileStructure.PNG

After I upload the file , it says that the file structure is correct.

When I click on next and start the simulation process, it errors out.

SimulationError.PNG

The workflow log shows me some warnings.

workflowLogs.PNG

I am not able to check what is wrong here.

Thanks.

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Employee

Hi Shruti,

I can not tell from the information shown what is wrong. Do you have access to technical support? They might need to go into your environment to troubleshoot. Can you post some of the data file?

Linda