Migrating contacts from another CRM

Symptom

Imported contacts are missing fields, duplicated, or land without tags.

Likely cause

CSV columns were not mapped to matching fields, custom fields were not created first, or duplicates were not handled.

Applies to: Contact imports, CSV files

How to fix it

1. 1

   Create custom fields first

   Set up every custom field you need before importing.

2. 2

   Clean the file

   Remove duplicates, fix phone formats and split full names before import.

3. 3

   Map each column

   Map every CSV column to the matching field during import.

4. 4

   Tag the import

   Add a tag to the batch so you can review or undo it.