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?
How do I Import a CSV file of Organizations into Vtiger CRM?
How do I import a country field with special characters?
Can I import data into a specific CRM module?
Why am I unable to import my CSV file into Vitger CRM?

Why is my import failing?

Please ensure the following items before you import a file:
  1. Always use CSV or VCF (for contacts), depending on the module.
  2. Verify that the file is UTF-8 encoded to prevent unexpected characters (especially for names with accents or special symbols).
  3. Make sure column headers are on the first row.
  4. The size of the local file that you are importing must not exceed 50 MB.
  5. Ensure that each column in your file is correctly mapped to a Vtiger field during the import process. Especially the mandatory fields.
  6. Avoid duplicate or mismatched field names—stick to clear, unique headers.
  7. Remove extra spaces, commas, or hidden characters in your CSV.
  8. Confirm you have Import permission for that module in your role/profile.
  9. If you don’t see the Import option, ask the CRM admin to enable it.
  10. Ensure picklist values in your file match exactly with the ones in Vtiger (case-sensitive)
  11. For lookup fields (such as linking a Contact to an Account), ensure the referenced record already exists in Vtiger.
  12. After import, check the error file download link. It lists the rows that failed and provides the reason (missing fields, invalid format, duplicates, etc.).
For more information, contact our support team at [email protected].
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