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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,

CommentImporting and exporting in Sell

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.

  1. 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.
  2. When importing to the regular "Address" field - The full address appears only in the Street field https://www.screencast.com/t/d7fiQzniA
  3. 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.
  4. 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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