Importing Clients from CSV file

Hi

When importing client data from a CSV file organised as per your requirement, I noticed that a bulk of the email addresses, telephone numbers and contact names did not successfully populate the respective fields. Please note on the CSV file, the above fields were populated in majority of the cases.

This happened to me when I imported clients on my “Test Data”, which I have deleted and started afresh. I forgot to mention this yesterday. I am querying this so that you might be aware of a reason why this would happen.

Hello @atlsystems

Did you notice this in any particular cases (e.g. when a certain field was left blank)?

It’s worth noting that a contact has to have a first name, last name and an email address, so if any of these are blank, it wouldn’t be created.

Hi

There are instances where the contact name is not present at all. In some cases either the first name or the last name column is blank. The email is missing in some cases.

If I understand you correctly - in order to import data successfully all these fields (First name, Last Name, Contact email, Contact number) need to be populated?

If that is the case then shall I omit these clients from the file and enter then manually?

Contact number is optional, but the other 3 are required together - it’s either all 3 fields, or none at all.

You can do, but the 3 fields are still required in the user interface too, so regardless of how the client contact is created, these 3 are the minimum. They can be omitted completely and just create a client without the contact however.

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