If your contact import fails, it’s more than just a tech glitch—it can delay your follow-ups, mess up your automations, and cost you leads.

Clean imports = smooth automation + faster sales.
This quick guide will walk you through exactly how to fix common CSV upload errors inside Agent CRM, so you can keep your contact list organized and your business moving forward.

🛠️ How to Troubleshoot Contact Import Failures

• Step 1: Confirm Your File Format

Make sure your file is saved as a CSV (Comma Separated Values).
❌ Don’t upload Excel files (XLS or XLSX).
✅ In Excel or Google Sheets: click File > Download > CSV before importing.

• Step 2: Include Required Columns

Your CSV must include at least one of these fields:

  • First Name

  • Phone

  • Email

Also:

  • Delete any blank columns or extra headers you don’t need.

  • Keep the file focused and tidy.

• Step 3: Clean Up the Data

Bad formatting will break your import. Double-check for:

  • Extra spaces

  • Emojis or odd symbols

  • Missing names or numbers

  • Phone numbers with only digits (no dashes or parentheses)

  • Valid email formats

• Step 4: Map Fields Correctly

During import, Agent CRM asks you to match columns to CRM fields.

For example:

  • “Mobile” → Phone

  • “Policy Type” → Custom Field: Policy Type

✅ If you have custom fields, make sure they’re already created in your CRM before importing.

• Step 5: Read the Error Messages

If there’s a problem, Agent CRM will tell you exactly where it happened.
Scroll through the warning messages—it might be just one row or value causing the issue.

🎥 Step-by-Step Help

Need a walkthrough? Head to your Activator Tab:

  • Phase 1: Watch “Import Contacts” for a complete walkthrough

  • Phase 2: Watch “Capture Key Data with Custom Fields” to fix missing field errors

✨ Pro Tip: Test Before You Import Everything

Start with a small batch—just 3–5 contacts—to make sure everything maps correctly before importing a full list.

Still Stuck? Let Us Help

Our support team is happy to review your CSV file and guide you through it. Just open the chat and say hello—we’ve got you covered.

Ready to grow your contact list the smart way?
👉 Start your 14-day free trial


FAQ, Getting Started, Software, Technology

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