Original Question:

Clarence Enriquez asked:
“Having trouble importing contacts I made myself. Any suggestions?”

Answer:

If you’re experiencing issues importing contacts into Agent CRM, here are a few common reasons and how to fix them.

Common Issues & Solutions

1. Missing Required Fields
Each contact must have at least one of the following:

  • A phone number
  • An email address

If neither is present, the system will not allow the import.

2. Formatting Errors in the CSV File

  • Ensure your column headers match Agent CRM’s required fields, such as First Name, Last Name, Email, Phone
  • The CSV file should be free of extra spaces or special characters in column names

3. Duplicate Contacts

  • If a contact already exists in your CRM with the same email or phone number, Agent CRM will update the existing record instead of creating a duplicate
  • To override duplicates, adjust the settings during the import

4. Incorrect File Format

  • The file must be saved as .CSV (Comma-Separated Values)
  • If needed, open the file in Excel or Google Sheets and re-save it as a CSV

5. Encoding Issues

  • If your file contains special characters such as accents or symbols, save the CSV with UTF-8 encoding to prevent errors

Steps to Successfully Import Contacts into Agent CRM

  1. Go to Contacts > Import Contacts
  2. Click “Select File” and upload your CSV
  3. Map your columns to the corresponding Agent CRM fields
  4. Check the box to update existing contacts if needed
  5. Click “Import” and wait for confirmation

If you need a step-by-step walkthrough, refer to the training video in the Agent CRM course.

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

Watch and Learn

For additional insights, check out our YouTube channel for helpful tutorials like this one:

Generating Leads with Giveaway Funnels


Getting Started, Software

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