Hello EspoCRM Community,
I’m having an issue with the Import Wizard when trying to upload data into the Account entity.
Here are the steps I followed:
Here’s a screenshot of the results (nothing imported, updated, or duplicated, no errors):
Questions:
I’m having an issue with the Import Wizard when trying to upload data into the Account entity.
Here are the steps I followed:
- Open the Import Wizard.
- Select Entity Type = Account.
- Upload my CSV file.
- In What to do, I select Create & Update or Update Only.
- If I select Create Only, it works, but this creates duplicates.
- I don’t change any other import properties, since they already match what I need.
- I preview the data, and it looks good.
- I click Next.
- I map the fields (note: is there a way to make the fields match automatically? I use exactly the same names, but they don’t match).
- I click Run Import.
Here’s a screenshot of the results (nothing imported, updated, or duplicated, no errors):
Questions:
- Am I missing a step in configuring the import for “Create & Update” or “Update Only”?
- Do I need to set a special matching field (e.g., ID, Name, or Email) to allow updates?
- Is there a way to make the Import Wizard map fields automatically when the CSV column names match the entity field names exactly?
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