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Thread: lead import problem

  1. #1
    Jeff Byers is offline Member
    Join Date
    Feb 2011
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    8

    Default lead import problem

    I am running 6.1.2 CE and PRO. When I import a lead via csv file I am not able to see account name in the list view. I don't get errors during the import but I can see the data clearly there if I run a column report. I can get account name to work if I create a single lead using create lead. Any ideas?

  2. #2
    davidboris is offline Sugar Community Member
    Join Date
    May 2010
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    1,113

    Default Re: lead import problem

    Hello,

    Do you map the field "Account Name" with respective column in CSV? It would be good if you could attach the .CSV here (modify the sensitive data).
    Thumbs up.

    Skype ID - david__boris

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  3. #3
    Jeff Byers is offline Member
    Join Date
    Feb 2011
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    8

    Default Re: lead import problem

    I am doing a simple import with just 2 columns. One of the columns is a text filed with less than 20 characters. I try mapping that column to account name in leads. I can import 1 record and it successfully imports. I go to view leads in the listview and the account name field in the list view is blank. If I create a lead manually if I enter an account name it, I save the lead record go to the listview of leads and I see that account name.

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