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Ross Peetoom
Joined May 13, 2021
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Last activity Oct 16, 2021
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Latest activity by Ross Peetoom
Ross Peetoom commented,
I was attempting to import to Sell Contacts today and I run up against a number of things I was not expecting, some feel like they could be bugs.
- I was not able to import values to a custom "address" type field value I had created. The new field is available to map but never populates with my CSV values.
- When importing to the regular "Address" field - The full address appears only in the Street field https://www.screencast.com/t/d7fiQzniA
- Is it possible to set the "Customer status" during an import or import and update? I tried but this field is not available in the mapping screen.
- How can we specify the Date format when importing dates to Sell Contacts, it appears sell tries to "guess" the format today and was making mistakes, i.e. 3/7/2020 imports as 3rd July 2020 and 3/25/2020 imports as 25th March 2020
That is a mixed bag of questions but I'm curious to see if others have experienced these issues and what they did to overcome them. If I find solutions myself I'll share back here on the community.
UPDATE: this article appears to answer most of my questions above: https://support.zendesk.com/hc/en-us/articles/360041516553-Creating-a-CSV-file-to-import-leads-contacts-or-deals
View comment · Posted Feb 24, 2021 · Ross Peetoom
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