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CRM leads upload via csv not creating new customers

crm leads

3 Odpowiedzi

5145 Widoki

abhitechsavy@gmail.com

Team,

Stuck in serious issue and there is no solution working for this...

I have daily leads of 30+ with all new customers in leads.

I am trying to upload all leads via CSV to CRM pipelines.
Upload is working and new leads getting upload but the 'Customer' details which are present in the CSV are not used to create a new customer with their respective data as 'Phone, Email'.

Opportunity	Salesperson	Customer/Display Name	Customer/Name	Customer/Email	Customer/Mobile	Customer/Phone
Test acivity import 2		Alen	Alen	emailaddress	12345	54321

Above is the samle data in my CSV.I tried all mapping available in names.. . but none works.
This customer data is going in lead -> follow-up -> contact person name. but not on top where the customer data is displayed and you can create new customer.

However, phone number and email gets shown in Customer but new customer is not getting created..
manually, creating leads works though and able to create customers on the fly.... but this ' new customer creation' not working..

Please help team.. Its a total blocker..

Cybrosys Techno Solutions Pvt.Ltd

Najlepsza odpowiedź

Hi,
please enable the Debug mode.
Once you enable debug mode while importing, you can find a checkbox under the field named 'Create if doesn't exist' enable the option.

This will solve the issue. pls find the screenshot below.

abhitechsavy@gmail.com

Autor

Great.. I was not knowing this.. Thanks a lot..

Cristian Felix Iñiguez Porcel

Is there a way to show that checkbox without enabling debug mode?

abhitechsavy@gmail.com

Autor

I am not able to see that field for customer..
have that checkbox for Salesperson but not Customer..

Activated developer mode and also asset mode.. cant see in either.
Any more setting required ?

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To pytanie dostało ostrzeżenie

Hi,please enable the Debug mode.Once you enable debug mode while importing, you can find a checkbox under the field named 'Create if doesn't exist' enable the option.

This will solve the issue. pls find the screenshot below.

Podoba Ci się ta dyskusja? Dołącz do niej!

Hi,
please enable the Debug mode.
Once you enable debug mode while importing, you can find a checkbox under the field named 'Create if doesn't exist' enable the option.