Troubleshooting Bulk Imports Via CSV

Go to app.topline.com

1. Click "Contacts"

Access to the Contacts section on the left side menu.

2. Click "Bulk Actions"

Locate and select the Bulk Actions option on the contacts menu located on the upper side of the view.

3. Click Three Dots

Click on the three dots to visualize options.

4. Click "Show Error Log"

Access the Show Error Log option by clicking on it.

5. Import Errors

A pop up will appear with a list of all the errors in the CSV import requests, including their line, color code and steps to resolve.

Master Bulk Importing Error Code List

List of supported Timezones

Accepted Custom Field Format Requirements

Depending on the records you are importing, your file could include the following columns:

Date Picker

• Acceptable formats:

  • mm/dd/yyyy (e.g. 10/28/2020)

  • yyyy/mm/dd (e.g. 2020/10/28)

  • You can also replace '/' with '-'  '.' and it'll recognize the uploaded fields as a Date field (Available in our future release!)

Multiple Options, Checkbox, Textbox List

• Acceptable formats:

  • Value 1, Value 2, Value 3 ...... (e.g. Blue, Yellow, Green or Blue, Yellow, Green or Blue, Yellow , Green)

  • You can also replace ' , ' with ' ; '  ' . ' and it'll recognize the uploaded fields as the aforementioned field

Radio, Single Option

• Acceptable formats:

  • Value 1 (e.g. Blue)

File Upload, Signature

• Not Supported

Contact Owner

• To assign an owner to your contacts during the import, include the name of the 'User'

• Acceptable formats:

  • FirstName LastName (e.g. Logan Paul or logan paul)

  • LastName FirstName (e.g. Paul Logan or paul logan)

  • Note #1: Unless the user has both FirstName and Last Name, the system will not recognize it during the upload

Tags

• Acceptable formats-

  • Value 1, Value 2, Value 3 ...... (e.g. Blue,Yellow,Green or Blue, Yellow, Green or Blue , Yellow , Green)

    • You can also replace ' , ' with ' ; ' ' . ' and it'll recognize the uploaded fields as the aforementioned field

DoNotDisturb

• Acceptable formats-

  • True or False ( true or false )

  • Yes or No ( yes or no )

Phone Number

• For the vast majority of cases, as long as you format the phone numbers in E.164 (Ex: +1 1234567890) our system will recognize it as valid- irrespective of the default Country picked at the sub-account level

  Additionally, if you have set the Country to the US, the following would work perfectly fine as well

  • 123-456-7890

  • (123) 4567890

  • 1234567890

• Furthermore, if you are working with international numbers (Outside the US), we'd encourage you to visit: https://libphonenumber.appspot.com/ and run your phone number format by the tool in conjunction with the codes below to ascertain its appropriateness for upload.

Numerical

• Acceptable formats-

  • 1.23.4 

  • 1234

  • .123

Monetary

• Acceptable formats-

  • 1234

  • 1,234,234,333

List of supported Countries