FAQs in this section
What is importing?
What are the steps to Import records into Vtiger CRM?
What are the pre-requisites to importing records?
What is a Data Corruption error?
What is Import Interrupted error?
What is Import Locked error?
How do I Import data into custom fields?
How do I find the Import module?
How do I Import products and services while importing a price book?
How do I Import data from another CRM into Vtiger?
A failure occurred when I was trying to import users.
How do I cancel or stop the Import process?
Can I import new users into the CRM?
How do I undo an Import?
Why am I unable to import data into the CRM?
Table of Contents
If you are unable to import data please check for the following:
- Mandatory Fields: Your CSV, VCF, or ICS file must include all mandatory fields. Missing values may default to pre-set values (e.g., Lifecycle Stage defaults to Lead in Contacts).
- File Size: The file must be 50 MB or smaller. Larger files cannot be imported.
- Access Permissions: You need the right permissions to import files. If you don’t see the import option, check with your admin as import access may be restricted.
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