trying to import a short list of accounts with contact data/tel etc into existing DP.
BUT: when I try to use the Account Import Wizard (Administration > Import Wizard > accounts) no matter what csv I try to import, the wizard preview shows me VERY old data (I think from an old import) and I am missing the actual csvās header (it show it seems an old header, too)ā¦ I set " To use pre-set import settings" to NONE naturally, but does not matterā¦ I cannot use this importer, no idea why it does not work with the new file.
When I try to use the "contact " import wizard instead, I see my new file heder , but the import always gives me problemsā¦
Any idea?
Sidenote: This is a free tool, and thanks for thatā¦but I am always struggling with it, so am wondering about leaving Suite and try something else. There is always something hard to do.
Hey there! Thanks for reaching out. Yeah it is a free software but we want to ensure itās users can feel comfortable using it so your feedback is extremely helpful to making it better
What I think it could be is that you are using a previous used saved import ātemplateā. Do you have a screen similar to this?
You see the radio button āNoneā and āSavingā? The Saving text is my testing which I previous saved a earlier import parameters so it would automatically use the previously used template. You should be able to select āNoneā and start a fresh with new headers etc.
To add to my sidenote above, to me it seems often something is āstuckā, as it seems to be hereā¦ also am missing (or not finding 2 functionalities (I will open another thread about that)ā¦