PicaPica - CRM for busy people

Help! My import keeps failing!

Question: I tried importing my data several times now, every time it returns errors. Do you have any idea what is going wrong?

Answer: A failing import is probably the most annoying thing that can happen when you are just starting to use a new application! However, most of the time the failing is because of some simple things that go wrong that mess the rest up. We compiled a small list of situations that we always check for when we are doing an import.

  1. Make sure the file encoding is UTF-8
    Most of the time the import fails because the file encoding is not in the correct format. UTF-8 is a universal format that is used when we want to exchange data to and from computer systems. This format (among many) is created to make sure a smooth sailing happens when we try to use that file somewhere else. One of the methods of making sure the file is UTF-8 is saving it through Microsoft Word. Look at the pictures below how to save the file in UTF-8 format.
    In the 'Save As...' screen click on 'Tools' and 'Web Options'Click on the 'Encoding' tab and select 'UTF-8' from the list before clicking on 'OK'
  2. The import file does not contain all the required fields
    When importing PicaPica does require some fields (we keep it to a minimum) before a record can be imported. For example contacts/leads and targets need at least a first name or last name, importing accounts requires at least a company name. Empty fields or fields with only a space in them are considered illegal and will not be imported.
  3. The import file is just too big
    With our digital life comes a new problem, which is having too much data. Our servers can only handle so much data at the same time, so if you think your import file is too big (for example bigger then 10 Mb) you might be best of by splitting the file up in smaller parts. When the file is smaller it is easier to import.

Remember, importing records is always a struggle, and even professional developers like us are sometimes lost in the process. If you can’t continue please contact us so we can assist you.

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Posted on April 13, 2012, in Support, FAQ

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