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Troubleshooting Guide for Bulk Imports via CSV in Surplus Systems

Encountering issues with your CSV bulk imports into Surplus Systems CRM? This guide offers detailed steps on how to identify and resolve common problems during the import process. Enhance your data management skills by learning how to efficiently troubleshoot and ensure smooth data integration.

This video shows how to find the error logs for a particular Contact Import Bulk Action and offers advice on how to resolve these errors.

1. To start, select Contacts

1 Click on the element.

2. Then, navigate to the 'Bulk Actions' option.

2 Next, click on "Bulk Actions".

3. Afterwards, proceed to the 'Show Stats' button.

3 Afterwards, click on "Show Stats".

4. Once you see an error recorded in Status, you may check the error logs by clicking 3 dots.

4 Following that, click on the element.

5. click on Show Error Log to see the error details

5 Now, click on the element.

6. You will see here the list of error/s encountered during the bulk action process.

6 After that, click on "Verify that your data value matches the correct format for t...".

Master Bulk Importing Error Code List

List of Supported Time zone

Accepted Custom Field Format Requirements

Based on the records you're importing, your file may contain the following columns:

Date Picker

Permissible formats:
mm/dd/yyyy (for example, 10/28/2020)
yyyy/mm/dd (for example, 2020/10/28)
You can also substitute '/' with '-' or '.' and the uploaded fields will be identified as a Date field (Available in our upcoming release!)

Multiple Options, Checkbox, Textbox List

Permissible formats:
Value 1, Value 2, Value 3 …… (for example, Blue, Yellow, Green or Blue, Yellow, Green or Blue, Yellow, Green)
You can also substitute ' , ' with ' ; ' or ' . ', and the system will recognize the uploaded fields as the specified field type.

Radio, Single Option

Permissible formats:
Value 1 (for example, Blue)

File Upload, Signature

Not Support

Contact Owner

To assign an owner to your contacts during import, include the 'User's' name.

Permissible formats:
FirstName LastName (e.g., Logan Paul or logan paul)
LastName FirstName (e.g., Paul Logan or paul logan)

Note #1: The system will not recognize the user during the upload unless both FirstName and LastName are present.

Tags

Acceptable formats:
Value 1, Value 2, Value 3 …… (for example, Blue,Yellow,Green, or Blue, Yellow, Green, or Blue, Yellow, Green)
You can also substitute ' , ' with ' ; ' or ' . ', and the system will identify the uploaded fields as the mentioned field type.

DoNotDisturb

Permissible formats:
True or False (true or false)
Yes or No (yes or no)

Phone Number

In most instances, if you format phone numbers in E.164 (Ex: +1 1234567890), our system will accept them as valid, regardless of the default country selected at the sub-account level.
Additionally, if you have set the country to the US, the following formats will work perfectly fine:
123-456-7890
(123) 4567890
1234567890

Moreover, if you're dealing with international numbers (outside the US), we recommend visiting: https://libphonenumber.appspot.com/. You can use this tool alongside the codes below to verify whether your phone number format is appropriate for uploading.

Numerical
Acceptable formats:
1.23.4
1234
.123

Monetary
Acceptable formats:
1234
1,234,234,333

List of Supported Countries

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