Importing from Pulse - Not importing the full file

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Jennifer Davenport

• December 28, 2016 19:54

I'm having trouble! I have tried it several times now. Each time I try to import my contacts from my RF Pulse documents that I have saved, only half of my contacts are being imported. I checked the actual file I have saved on my computer. All of my contacts are there. But, when trying to import, it only imports through the H's.

Also, when I import, everyone is automatically categorized as a Consultant... Is that suppose to happen? I did figure out how to change it. I just want to make sure I was doing it correctly.

Thank you!

 

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  Laurie Peacock

  • January 12, 2017 18:44

  I am having the same thing happen. I have 115 customers and it is only importing 48 and everyone is labeled a consultant.

  I had 2 computers going at one time so I could view the how to video and do all the steps to import what I needed from pulse.

   

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  amy lopes

  • February 06, 2017 14:08

  I am having the same thing no matter what format the list is in. Frustrating to compare the two lists.  There should be a count or summary of the records that were not imported so that you can easily identify them and see why it didn't work.

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  Barrie T.

  • February 13, 2017 21:31

  Amy, I'm looking at your imports and it shows that all your contacts successfully imported. You can check this yourself by going to Team, Import, Import History. Can you please create a ticket and let us know a few specific names that did not import so we can troubleshoot?Click the Help button inside Teamzy or on the Community main page, click Submit a ticket.

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  Barrie T.

  • February 13, 2017 21:34

  Laurie,

  I believe the issue you were experiencing was a bug (now fixed) that was not displaying everyone on the Team page as it should have. Please let me know if you'd like a fresh free trial to give it another try. :)

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