The problem could be that the import contains an apostrophe (which salesnexus cannot allow in an import because of code issues). If this is the case, you can do a CRTL + F in your file which will bring up the “Find” box and type in an apostrophe, then click “Find All”. Once it finds them, replace them with a double qoute ( ” ).

You could be uploading the file as a .xls rather than a .csv file, which is the format that the import needs to be in. To change your .xls file to a .csv; simply click on the “File” menu in your excel sheet and choose “save as”. In the popup window at the bottom you will see “Save as type”; in that drop-down, select CSV (comma delimited). You will get two prompts. The first one, click “Yes” and the second one, click “Ok”.

It could also be that you are importing more than a thousand records at a time and your import is timing out. In this case, you will need to condense your import to 1000 records per import.

If you are mapping to a field called “Note” in the database, that will cause an error unless you’ve created your own custom field called note. The one in the database that comes with it is an invalid field.

Another problem might be that you have multiple lines in some cells of your import sheet (e.g. In the address field, you might have all the address information as well as the Suite Information that is separated by a line break).