If you are facing issues while importing Leads, it could be due to formatting errors, missing mandatory fields, or incorrect mapping.
Here are some common checks and solutions:
- File format – Ensure your file is in CSV format, which Vtiger supports.
- Mandatory fields – Verify that all mandatory fields (like Last Name or Organization Name) are included in your file.
- Filed mapping – While importing, correctly map your file columns to the respective CRM fields.
- Duplicate handling – Check if the Duplicate Handling settings are blocking some records.
- Special characters – Remove invalid characters or extra spaces in your file (example: commas, quotes).
- File size – Ensure your file does not exceed the maximum allowed size.
- User permissions – Make sure you have permission to import Leads in your role/profile.
If the issue persists, contact Vtiger Support at
[email protected]