Troubleshooting Common Lead Import & Export Errors

Overview:
Identify and resolve frequent issues that occur during CSV import/export to keep your lead data accurate and complete.

Common Issues & Solutions:

• File Format Not Supported

  • Ensure you’re using CSV, XLSX, or TXT; avoid older formats like XLS.

• Encoding Errors (Garbled Characters)

  • Save your file with UTF‑8 encoding.

• Partial Imports

  • Check for rows with missing required fields; the summary report will list skipped rows.e

• Export Timeout

  • Export smaller batches by using date or owner filters.

Additional Steps:

1. Review the Import Summary or Export Logs for detailed error messages.

2. Correct data in your source file and retry.

3. If problems persist, contact support with your file and error log.