I'm new and trying to set up a list of leads. So far, only one of 11 attempts has done anything. In that run, I selected "Create Only" and provided three default values. I've modified the values in the spreadsheet that worked for "Create Only" and when I try to import it, no matter what I select, EspoCRM almost instantly says "Complete" and shows that it did nothing. How do I find out what's wrong? I've run this as the Admin and as a regular user in a role that can do everything (I think). I don't know where to look for logs, but I think I have debug logging enabled. I've attached the spreadsheet (it's all public data obtained from US federal sources).
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First, which version of EspoCRM are you using?
Usually there should be an error list at the bottom. At least I have this when I try to import this file.
source and status can not be imported unless you add the options to these field.
E.g. Status does not know "Not Contacted"
Only New, Assigned, Converted, etc. Check the field Status in the entity manager.
You could rename the headers city to addressCity and state to addressState​. This helps with automapping the fields.-
The field segment also does not exist in EspoCRM by default. You need to add such field.
The phone number might also be a problem. Maybe you need to add the country code to e.g. +1 to it in the list.
Maybe try to skip problematic fields firsz to see if the rest imports. You can revert the import afterwards. -
Thanks for your response. The "About" box says "Version 10.0.3". I added a field for Segment, added values to Status (and removed original values that I don't want to use) before I tried this first import, and I did get it to import the data once,.
When I run it, there's a field on the first page where I set the country code for the phone number (and uncheck "Silent Mode"). I also set the Timezone and on "page 2" I update the field mapping for anything that didn't automap. The Preview on that page is correct.
The Errors box (and Imported/Duplicates/Updated boxes in the Import Result) always says "No Data" and the "Status" always says "Completed". It's as if the process isn't really running.
Does a log file exist somewhere that I can review to see what's going on?Comment
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Ok, so you got the latest version. Same as I use.
When I tried to import the file I had error on the phone numbers. So I suspect they dont really match what is expected.
Maybe try to import some fields only to see which kind of data fails to import?
E.g. don't try to import phone numbers, Status and Segment yet. If that works, try to add one of these fields to the import.
There are log files but you might need to turn on debug or SQL logging: https://docs.espocrm.com/administration/log/Comment
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