I have a CSV created from the export function. From there I populated 49 rows of our clients. After the CSV upload, I mapped the first record to the corresponding fields. Upon pressing import, I got a message indicating the import was processing.
There was nothing in the system log, no new clients appeared, nothing. 10 minutes later I tried the same import file. Same result. Its been 20 minutes and still nothing. Should I wait longer?
Hi,
It shouldn’t take more than a few minutes.
You may want to check if you see a difference with the desktop app.
Im only able to import from the desktop app, the web UI throws an error no matter what I try. I eventually got a confirmation to my email that the import completed. I’ve done three attempts - first attempt took 30 minutes for the confirmation, 2nd attempt took overnight, 3rd attempt was faster; I missed the confirmation email because it routed to spam.
Now the issue is that I dont have a client identifier for the records. I added one and mapped it to the ClientID - Number field. However the import still failed because of “no client identifier”. What is the field mapping I should use for the IDS we’ve provided in the CSV?
Since you’re on the hosted platform I suggest sending an email to [email protected] to ask.
I can also only import (Contacts, Products) with the desktop app. If no company name is specified (private customer), this is also not imported.
If it works in the desktop app but not the web app please create an issue here:
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