Error: Deals CSV not importing

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Error: Deals CSV not importing

When using ActiveCampaign’s import functionality for deals, you may encounter the error message: "An unknown error occurred while importing this row. Please double check it before reimporting." This error typically indicates that there are formatting issues within the CSV file that hinder the successful import of deals into the system. Understanding how to resolve this issue is crucial for maintaining an efficient workflow and ensuring that your sales processes are not interrupted by data import failures.

How to Access This Feature

To address issues directly related to importing deals, navigate to Deals > Import/Export Status within your ActiveCampaign account. This section provides you with insights into the import process, including the ability to download error files to clarify any problems encountered during the import.

Step-by-Step Instructions

Follow these steps to diagnose and resolve the "unknown error" during your Deals CSV import:

Step 1: Access Import/Export Status

1. Log into your ActiveCampaign account. 2. Navigate to Deals. 3. Click on Import/Export Status.

Step 2: Download Error File

1. In the import/export status section, locate the error file linked next to the failed import. 2. Click on the Download button to save the file to your computer.

Step 3: Review the CSV File

1. Open the downloaded error file in your preferred spreadsheet application. 2. Carefully review the contents, particularly the formatting of numbers in the custom fields.

Step 4: Check Number Formatting

1. Ensure that any numerical values are formatted correctly; for example, a number should appear as 100000.00 instead of 100.000,00. 2. Remove any commas and ensure that decimal points are correctly placed as needed.

Step 5: Reimport the Adjusted CSV

1. After making the necessary adjustments to the number formatting, save the CSV file. 2. Return to the Import/Export Status section and reimport the modified file.

Step 6: Confirm a Successful Import

1. Check the import status under Deals > Import/Export Status. 2. Ensure that there are no errors listed related to the reimported CSV file.

Configuration Options and Settings

When importing deals, there are several mandatory fields that must be correctly filled in on your CSV file:

• Pipeline — Specify which pipeline the deal will be associated with.
• Stage — Indicate the current stage of the deal.
• Deal title — Provide a concise title for the deal.
• Deal owner — Enter the owner's email address or ActiveCampaign username.
• Contact — Input either the contact's email address or ActiveCampaign Contact ID, or alternatively, the account's name or ActiveCampaign Account ID.

Ensuring that all these fields are accurately filled is imperative for a successful import.

Best Practices and Tips

• Always double-check your CSV file's formatting before beginning the import process.
• Utilize a template for your deals CSV to ensure consistency in formatting across imports.
• Regularly update and clean your data to minimize import errors.
• If you notice frequent errors during imports, consider reviewing the structure of your CSV files or using smaller batch imports to isolate issues.

Troubleshooting

If you continue to face issues after following the above steps:

• Check for specific error messages in the download error file, as these may provide additional guidance on the nature of the issue.
• Ensure that you're using the latest version of the CSV format as recommended by ActiveCampaign.
• Review the ActiveCampaign Deal Import Error Messages documentation for further insights into specific errors and their resolutions.

FAQ

1. What does the "unknown error" message mean?

The "unknown error" occurs due to formatting issues in your CSV file, particularly with numerical values.

2. What are the mandatory fields needed for a successful import?

You must provide a Pipeline, Stage, Deal title, Deal owner, and either a Contact or Account.

3. Can I use commas in numerical values during the import?

No, you should ensure that numerical values do not contain commas. They should be formatted correctly according to the system requirements.

4. What should I do if my CSV file is still not importing after reformatting?

Revisit the error file for any specific error messages that could indicate what still needs to be corrected.

5. Where can I learn more about dealing with import errors?

You can refer to the ActiveCampaign documentation for more details on Deal Import Error Messages.

6. How can I prevent import errors in the future?

Consistently check and clean your data, use templates for imports, and ensure correct formatting based on the required standards.

7. What plans include the ability to import deals?

This feature is available on Plus, Professional, or Enterprise plans of ActiveCampaign.

For any further inquiries, please consult with ActiveCampaign's support or refer to the Deals and Import/Export documentation for additional resources. ```