Importing Opportunities: Troubleshooting Common Errors

Overview

When importing opportunities into PXME, you may encounter errors related to data formatting, missing information, or mismatched values. This guide outlines the most common errors and provides step-by-step solutions to resolve them quickly. Following these practices will help ensure smoother imports and prevent recurring issues.

Q1: How do I fix the "Invalid option selected for multi-select or dropdown field" error?

A1:
To resolve this error:

• Check your import file and review the values in the multi-select or dropdown fields.

• Ensure that the values match the options available in PXME. Update mismatched options or add them as custom options.

• Save the corrected file and re-upload it.

Tip: Always double-check that your data aligns with predefined PXME system values to avoid mismatches.

Q2: What should I do if I receive the "Invalid Contact ID" error?

A2:
To fix this error:

• Verify that the Contact ID exists within PXME. If not, the system will flag it as invalid.

• If you are not updating an existing contact, remove the Contact ID from the file.

• Save and re-import the corrected file.

Tip: Only update existing contacts with valid Contact IDs to avoid this error.

Q3: How can I resolve the "Could Not Parse Date" error?

A3:
To resolve this error:

• Review all date fields in your import file.

• Ensure dates are in accepted formats (mm/dd/yyyy, yyyy/mm/dd, mm-dd-yyyy, yyyy-mm-dd).

• Save the file and re-import.

Tip: Be consistent with date formatting throughout the file to avoid parsing errors.

Q4: How do I fix the "Duplicate Unique Property Value" error?

A4:
To fix this error:

• Identify unique fields such as emails or IDs.

• Search for duplicate values.

• Remove or modify duplicates so each value is unique.

• Save and re-upload the file.

Tip: Always ensure unique fields contain no repeated values before importing.

Q5: What should I do if I get the "File Not Found" error?

A5:
To resolve this error:

• Verify the file type (.csv, .xlsx) and confirm it matches PXME system requirements.

• If the file was not uploaded properly, re-upload it.

Tip: Ensure your file is in the correct format before uploading to avoid this error.

Q6: How do I fix the "Required Fields Missing" error?

A6:
To fix this error:

• Review the file for missing mandatory fields such as Opportunity Name, Email, Phone, or Name.

• Add the missing fields with the correct data.

• Save and re-upload the file.

Tip: Make sure all required fields are populated before importing.