Troubleshooting CRM and Membership Bulk Import
1. Clean up your data in Excel
– Follow the top-10 ways to clean up your data in Excel: [https://support.microsoft.com/en-us/office/top-ten-ways-to-clean-your-data-2844b620-677c-47a7-ac3e-c2e157d1db19](https://support.microsoft.com/en-us/office/top-ten-ways-to-clean-your-data-2844b620-677c-47a7-ac3e-c2e157d1db19)
– Watch helpful tutorials on cleaning up data in Excel:
[https://www.youtube.com/watch?v=x78JR7XHTro](https://www.youtube.com/watch?v=x78JR7XHTro)[https://www.youtube.com/watch?v=e0TfIbZXPeA](https://www.youtube.com/watch?v=e0TfIbZXPeA)
1. Follow the rules in the HelpDesk articles
– For CRM: [https://help.glueup.com/crm/tips-tricks-crm/importing-contacts-in-bulk/](https://help.glueup.com/crm/tips-tricks-crm/importing-contacts-in-bulk/)
– For Membership: [https://help.glueup.com/membership/tips-tricks/importing-member-data-in-bulk/](https://help.glueup.com/membership/tips-tricks/importing-member-data-in-bulk/)
1. Download industry/country codes
– Download the industry/country code answer key here: [https://1drv.ms/x/s!AnY8kis86n2_b_HlM69Y005rCC4](https://1drv.ms/x/s!AnY8kis86n2_b_HlM69Y005rCC4)
– Note: There is a difference between the CRM and Membership import, but following the Membership formatting rules will always result in a successful import.
1. Proper format for phone numbers
– The phone number format should be as follows: (+)(country code)(space)(free format)…(extension), e.g. +86 10 XXXXXXX ext. 123
1. Proper format for email addresses
– Ensure that there is only one email address in each cell, in the proper format, e.g. ‘[xxxxxx@gmail.com](mailto:xxxxxx@gmail.com)’
– Improper format includes:
– Spaces in between letters
– Spaces in the beginning/end
– ; / ‘ < >
– No @ symbol
– Double @ symbols, e.g. xxxxx@[xxxxx@gmail.com](mailto:xxxxx@gmail.com)
– Use filters in Excel to identify improper email address formats.
1. Distinguish between default and custom fields for Industry and Country
– Industry default field uses a fixed code for import, e.g. CONST for Construction, and is never longer than 6 characters.
– Industry custom field uses a custom code for import and the answer key should always be downloaded in the Field Setting. Use the following formula to match the actual value before importing: [=VLOOKUP(X;A:A;2;0)], where X is the number of the cell the reference for which you are looking for.
– Country default field uses a fixed ISO code, e.g. US for USA or CN for China, and usually matches the website extension of that country.
– Country custom field uses a custom code for import and the answer key should always be downloaded in the Field Setting. Use the following formula to match the actual value before importing: [=VLOOKUP(X;A:B;2;0)].
1. Proper format for new fields: Function and Role
– Function and Role fields also use fixed codes (check here for more information).
1. Proper format for custom single/multiple/cascading choice fields
– Always download the Answer Key and match the actual value before importing.
1. Clear formats from the whole spreadsheet
2. Import date and other fields inTroubleshooting CRM and Membership Bulk Import
1. Clean up your data in Excel
– Follow the top-10 ways to clean up your data in Excel: [https://support.microsoft.com/en-us/office/top-ten-ways-to-clean-your-data-2844b620-677c-47a7-ac3e-c2e157d1db19](https://support.microsoft.com/en-us/office/top-ten-ways-to-clean-your-data-2844b620-677c-47a7-ac3e-c2e157d1db19)
– Watch helpful tutorials on cleaning up data in Excel:
[https://www.youtube.com/watch?v=x78JR7XHTro](https://www.youtube.com/watch?v=x78JR7XHTro)[https://www.youtube.com/watch?v=e0TfIbZXPeA](https://www.youtube.com/watch?v=e0TfIbZXPeA)
1. Follow the rules in the HelpDesk articles
– For CRM: [https://help.glueup.com/crm/tips-tricks-crm/importing-contacts-in-bulk/](https://help.glueup.com/crm/tips-tricks-crm/importing-contacts-in-bulk/)
– For Membership: [https://help.glueup.com/membership/tips-tricks/importing-member-data-in-bulk/](https://help.glueup.com/membership/tips-tricks/importing-member-data-in-bulk/)
1. Download industry/country codes
– Download the industry/country code answer key here: [https://1drv.ms/x/s!AnY8kis86n2_b_HlM69Y005rCC4](https://1drv.ms/x/s!AnY8kis86n2_b_HlM69Y005rCC4)
– Note: There is a difference between the CRM and Membership import, but following the Membership formatting rules will always result in a successful import.
1. Proper format for phone numbers
– The phone number format should be as follows: (+)(country code)(space)(free format)…(extension), e.g. +86 10 XXXXXXX ext. 123
1. Proper format for email addresses
– Ensure that there is only one email address in each cell, in the proper format, e.g. ‘[xxxxxx@gmail.com](mailto:xxxxxx@gmail.com)’
– Improper format includes:
– Spaces in between letters
– Spaces in the beginning/end
– ; / ‘ < >
– No @ symbol
– Double @ symbols, e.g. xxxxx@[xxxxx@gmail.com](mailto:xxxxx@gmail.com)
– Use filters in Excel to identify improper email address formats.
1. Distinguish between default and custom fields for Industry and Country
– Industry default field uses a fixed code for import, e.g. CONST for Construction, and is never longer than 6 characters.
– Industry custom field uses a custom code for import and the answer key should always be downloaded in the Field Setting. Use the following formula to match the actual value before importing: [=VLOOKUP(X;A:A;2;0)], where X is the number of the cell the reference for which you are looking for.
– Country default field uses a fixed ISO code, e.g. US for USA or CN for China, and usually matches the website extension of that country.
– Country custom field uses a custom code for import and the answer key should always be downloaded in the Field Setting. Use the following formula to match the actual value before importing: [=VLOOKUP(X;A:B;2;0)].
1. Proper format for new fields: Function and Role
– Function and Role fields also use fixed codes (check here for more information).
1. Proper format for custom single/multiple/cascading choice fields
– Always download the Answer Key and match the actual value before importing.
1. Clear formats from the whole spreadsheet
2. Import date and other fields inTroubleshooting CRM and Membership Bulk Import
1. Clean up your data in Excel
– Follow the top-10 ways to clean up your data in Excel: [https://support.microsoft.com/en-us/office/top-ten-ways-to-clean-your-data-2844b620-677c-47a7-ac3e-c2e157d1db19](https://support.microsoft.com/en-us/office/top-ten-ways-to-clean-your-data-2844b620-677c-47a7-ac3e-c2e157d1db19)
– Watch helpful tutorials on cleaning up data in Excel:
[https://www.youtube.com/watch?v=x78JR7XHTro](https://www.youtube.com/watch?v=x78JR7XHTro)[https://www.youtube.com/watch?v=e0TfIbZXPeA](https://www.youtube.com/watch?v=e0TfIbZXPeA)
1. Follow the rules in the HelpDesk articles
– For CRM: [https://help.glueup.com/crm/tips-tricks-crm/importing-contacts-in-bulk/](https://help.glueup.com/crm/tips-tricks-crm/importing-contacts-in-bulk/)
– For Membership: [https://help.glueup.com/membership/tips-tricks/importing-member-data-in-bulk/](https://help.glueup.com/membership/tips-tricks/importing-member-data-in-bulk/)
1. Download industry/country codes
– Download the industry/country code answer key here: [https://1drv.ms/x/s!AnY8kis86n2_b_HlM69Y005rCC4](https://1drv.ms/x/s!AnY8kis86n2_b_HlM69Y005rCC4)
– Note: There is a difference between the CRM and Membership import, but following the Membership formatting rules will always result in a successful import.
1. Proper format for phone numbers
– The phone number format should be as follows: (+)(country code)(space)(free format)…(extension), e.g. +86 10 XXXXXXX ext. 123
1. Proper format for email addresses
– Ensure that there is only one email address in each cell, in the proper format, e.g. ‘[xxxxxx@gmail.com](mailto:xxxxxx@gmail.com)’
– Improper format includes:
– Spaces in between letters
– Spaces in the beginning/end
– ; / ‘ < >
– No @ symbol
– Double @ symbols, e.g. xxxxx@[xxxxx@gmail.com](mailto:xxxxx@gmail.com)
– Use filters in Excel to identify improper email address formats.
1. Distinguish between default and custom fields for Industry and Country
– Industry default field uses a fixed code for import, e.g. CONST for Construction, and is never longer than 6 characters.
– Industry custom field uses a custom code for import and the answer key should always be downloaded in the Field Setting. Use the following formula to match the actual value before importing: [=VLOOKUP(X;A:A;2;0)], where X is the number of the cell the reference for which you are looking for.
– Country default field uses a fixed ISO code, e.g. US for USA or CN for China, and usually matches the website extension of that country.
– Country custom field uses a custom code for import and the answer key should always be downloaded in the Field Setting. Use the following formula to match the actual value before importing: [=VLOOKUP(X;A:B;2;0)].
1. Proper format for new fields: Function and Role
– Function and Role fields also use fixed codes (check here for more information).
1. Proper format for custom single/multiple/cascading choice fields
– Always download the Answer Key and match the actual value before importing.
1. Clear formats from the whole spreadsheet
2. Import date and other fields inTroubleshooting CRM and Membership Bulk Import
1. Clean up your data in Excel
– Follow the top-10 ways to clean up your data in Excel: [https://support.microsoft.com/en-us/office/top-ten-ways-to-clean-your-data-2844b620-677c-47a7-ac3e-c2e157d1db19](https://support.microsoft.com/en-us/office/top-ten-ways-to-clean-your-data-2844b620-677c-47a7-ac3e-c2e157d1db19)
– Watch helpful tutorials on cleaning up data in Excel:
[https://www.youtube.com/watch?v=x78JR7XHTro](https://www.youtube.com/watch?v=x78JR7XHTro)[https://www.youtube.com/watch?v=e0TfIbZXPeA](https://www.youtube.com/watch?v=e0TfIbZXPeA)
1. Follow the rules in the HelpDesk articles
– For CRM: [https://help.glueup.com/crm/tips-tricks-crm/importing-contacts-in-bulk/](https://help.glueup.com/crm/tips-tricks-crm/importing-contacts-in-bulk/)
– For Membership: [https://help.glueup.com/membership/tips-tricks/importing-member-data-in-bulk/](https://help.glueup.com/membership/tips-tricks/importing-member-data-in-bulk/)
1. Download industry/country codes
– Download the industry/country code answer key here: [https://1drv.ms/x/s!AnY8kis86n2_b_HlM69Y005rCC4](https://1drv.ms/x/s!AnY8kis86n2_b_HlM69Y005rCC4)
– Note: There is a difference between the CRM and Membership import, but following the Membership formatting rules will always result in a successful import.
1. Proper format for phone numbers
– The phone number format should be as follows: (+)(country code)(space)(free format)…(extension), e.g. +86 10 XXXXXXX ext. 123
1. Proper format for email addresses
– Ensure that there is only one email address in each cell, in the proper format, e.g. ‘[xxxxxx@gmail.com](mailto:xxxxxx@gmail.com)’
– Improper format includes:
– Spaces in between letters
– Spaces in the beginning/end
– ; / ‘ < >
– No @ symbol
– Double @ symbols, e.g. xxxxx@[xxxxx@gmail.com](mailto:xxxxx@gmail.com)
– Use filters in Excel to identify improper email address formats.
1. Distinguish between default and custom fields for Industry and Country
– Industry default field uses a fixed code for import, e.g. CONST for Construction, and is never longer than 6 characters.
– Industry custom field uses a custom code for import and the answer key should always be downloaded in the Field Setting. Use the following formula to match the actual value before importing: [=VLOOKUP(X;A:A;2;0)], where X is the number of the cell the reference for which you are looking for.
– Country default field uses a fixed ISO code, e.g. US for USA or CN for China, and usually matches the website extension of that country.
– Country custom field uses a custom code for import and the answer key should always be downloaded in the Field Setting. Use the following formula to match the actual value before importing: [=VLOOKUP(X;A:B;2;0)].
1. Proper format for new fields: Function and Role
– Function and Role fields also use fixed codes (check here for more information).
1. Proper format for custom single/multiple/cascading choice fields
– Always download the Answer Key and match the actual value before importing.
1. Clear formats from the whole spreadsheet
2. Import date and other fields inTroubleshooting CRM and Membership Bulk Import
1. Clean up your data in Excel
– Follow the top-10 ways to clean up your data in Excel: [https://support.microsoft.com/en-us/office/top-ten-ways-to-clean-your-data-2844b620-677c-47a7-ac3e-c2e157d1db19](https://support.microsoft.com/en-us/office/top-ten-ways-to-clean-your-data-2844b620-677c-47a7-ac3e-c2e157d1db19)
– Watch helpful tutorials on cleaning up data in Excel:
[https://www.youtube.com/watch?v=x78JR7XHTro](https://www.youtube.com/watch?v=x78JR7XHTro)[https://www.youtube.com/watch?v=e0TfIbZXPeA](https://www.youtube.com/watch?v=e0TfIbZXPeA)
1. Follow the rules in the HelpDesk articles
– For CRM: [https://help.glueup.com/crm/tips-tricks-crm/importing-contacts-in-bulk/](https://help.glueup.com/crm/tips-tricks-crm/importing-contacts-in-bulk/)
– For Membership: [https://help.glueup.com/membership/tips-tricks/importing-member-data-in-bulk/](https://help.glueup.com/membership/tips-tricks/importing-member-data-in-bulk/)
1. Download industry/country codes
– Download the industry/country code answer key here: [https://1drv.ms/x/s!AnY8kis86n2_b_HlM69Y005rCC4](https://1drv.ms/x/s!AnY8kis86n2_b_HlM69Y005rCC4)
– Note: There is a difference between the CRM and Membership import, but following the Membership formatting rules will always result in a successful import.
1. Proper format for phone numbers
– The phone number format should be as follows: (+)(country code)(space)(free format)…(extension), e.g. +86 10 XXXXXXX ext. 123
1. Proper format for email addresses
– Ensure that there is only one email address in each cell, in the proper format, e.g. ‘[xxxxxx@gmail.com](mailto:xxxxxx@gmail.com)’
– Improper format includes:
– Spaces in between letters
– Spaces in the beginning/end
– ; / ‘ < >
– No @ symbol
– Double @ symbols, e.g. xxxxx@[xxxxx@gmail.com](mailto:xxxxx@gmail.com)
– Use filters in Excel to identify improper email address formats.
1. Distinguish between default and custom fields for Industry and Country
– Industry default field uses a fixed code for import, e.g. CONST for Construction, and is never longer than 6 characters.
– Industry custom field uses a custom code for import and the answer key should always be downloaded in the Field Setting. Use the following formula to match the actual value before importing: [=VLOOKUP(X;A:A;2;0)], where X is the number of the cell the reference for which you are looking for.
– Country default field uses a fixed ISO code, e.g. US for USA or CN for China, and usually matches the website extension of that country.
– Country custom field uses a custom code for import and the answer key should always be downloaded in the Field Setting. Use the following formula to match the actual value before importing: [=VLOOKUP(X;A:B;2;0)].
1. Proper format for new fields: Function and Role
– Function and Role fields also use fixed codes (check here for more information).
1. Proper format for custom single/multiple/cascading choice fields
– Always download the Answer Key and match the actual value before importing.
1. Clear formats from the whole spreadsheet
2. Import date and other fields inTroubleshooting CRM and Membership Bulk Import
1. Clean up your data in Excel
– Follow the top-10 ways to clean up your data in Excel: [https://support.microsoft.com/en-us/office/top-ten-ways-to-clean-your-data-2844b620-677c-47a7-ac3e-c2e157d1db19](https://support.microsoft.com/en-us/office/top-ten-ways-to-clean-your-data-2844b620-677c-47a7-ac3e-c2e157d1db19)
– Watch helpful tutorials on cleaning up data in Excel:
[https://www.youtube.com/watch?v=x78JR7XHTro](https://www.youtube.com/watch?v=x78JR7XHTro)[https://www.youtube.com/watch?v=e0TfIbZXPeA](https://www.youtube.com/watch?v=e0TfIbZXPeA)
1. Follow the rules in the HelpDesk articles
– For CRM: [https://help.glueup.com/crm/tips-tricks-crm/importing-contacts-in-bulk/](https://help.glueup.com/crm/tips-tricks-crm/importing-contacts-in-bulk/)
– For Membership: [https://help.glueup.com/membership/tips-tricks/importing-member-data-in-bulk/](https://help.glueup.com/membership/tips-tricks/importing-member-data-in-bulk/)
1. Download industry/country codes
– Download the industry/country code answer key here: [https://1drv.ms/x/s!AnY8kis86n2_b_HlM69Y005rCC4](https://1drv.ms/x/s!AnY8kis86n2_b_HlM69Y005rCC4)
– Note: There is a difference between the CRM and Membership import, but following the Membership formatting rules will always result in a successful import.
1. Proper format for phone numbers
– The phone number format should be as follows: (+)(country code)(space)(free format)…(extension), e.g. +86 10 XXXXXXX ext. 123
1. Proper format for email addresses
– Ensure that there is only one email address in each cell, in the proper format, e.g. ‘[xxxxxx@gmail.com](mailto:xxxxxx@gmail.com)’
– Improper format includes:
– Spaces in between letters
– Spaces in the beginning/end
– ; / ‘ < >
– No @ symbol
– Double @ symbols, e.g. xxxxx@[xxxxx@gmail.com](mailto:xxxxx@gmail.com)
– Use filters in Excel to identify improper email address formats.
1. Distinguish between default and custom fields for Industry and Country
– Industry default field uses a fixed code for import, e.g. CONST for Construction, and is never longer than 6 characters.
– Industry custom field uses a custom code for import and the answer key should always be downloaded in the Field Setting. Use the following formula to match the actual value before importing: [=VLOOKUP(X;A:A;2;0)], where X is the number of the cell the reference for which you are looking for.
– Country default field uses a fixed ISO code, e.g. US for USA or CN for China, and usually matches the website extension of that country.
– Country custom field uses a custom code for import and the answer key should always be downloaded in the Field Setting. Use the following formula to match the actual value before importing: [=VLOOKUP(X;A:B;2;0)].
1. Proper format for new fields: Function and Role
– Function and Role fields also use fixed codes (check here for more information).
1. Proper format for custom single/multiple/cascading choice fields
– Always download the Answer Key and match the actual value before importing.
1. Clear formats from the whole spreadsheet
2. Import date and other fields inTroubleshooting CRM and Membership Bulk Import
1. Clean up your data in Excel
– Follow the top-10 ways to clean up your data in Excel: [https://support.microsoft.com/en-us/office/top-ten-ways-to-clean-your-data-2844b620-677c-47a7-ac3e-c2e157d1db19](https://support.microsoft.com/en-us/office/top-ten-ways-to-clean-your-data-2844b620-677c-47a7-ac3e-c2e157d1db19)
– Watch helpful tutorials on cleaning up data in Excel:
[https://www.youtube.com/watch?v=x78JR7XHTro](https://www.youtube.com/watch?v=x78JR7XHTro)[https://www.youtube.com/watch?v=e0TfIbZXPeA](https://www.youtube.com/watch?v=e0TfIbZXPeA)
1. Follow the rules in the HelpDesk articles
– For CRM: [https://help.glueup.com/crm/tips-tricks-crm/importing-contacts-in-bulk/](https://help.glueup.com/crm/tips-tricks-crm/importing-contacts-in-bulk/)
– For Membership: [https://help.glueup.com/membership/tips-tricks/importing-member-data-in-bulk/](https://help.glueup.com/membership/tips-tricks/importing-member-data-in-bulk/)
1. Download industry/country codes
– Download the industry/country code answer key here: [https://1drv.ms/x/s!AnY8kis86n2_b_HlM69Y005rCC4](https://1drv.ms/x/s!AnY8kis86n2_b_HlM69Y005rCC4)
– Note: There is a difference between the CRM and Membership import, but following the Membership formatting rules will always result in a successful import.
1. Proper format for phone numbers
– The phone number format should be as follows: (+)(country code)(space)(free format)…(extension), e.g. +86 10 XXXXXXX ext. 123
1. Proper format for email addresses
– Ensure that there is only one email address in each cell, in the proper format, e.g. ‘[xxxxxx@gmail.com](mailto:xxxxxx@gmail.com)’
– Improper format includes:
– Spaces in between letters
– Spaces in the beginning/end
– ; / ‘ < >
– No @ symbol
– Double @ symbols, e.g. xxxxx@[xxxxx@gmail.com](mailto:xxxxx@gmail.com)
– Use filters in Excel to identify improper email address formats.
1. Distinguish between default and custom fields for Industry and Country
– Industry default field uses a fixed code for import, e.g. CONST for Construction, and is never longer than 6 characters.
– Industry custom field uses a custom code for import and the answer key should always be downloaded in the Field Setting. Use the following formula to match the actual value before importing: [=VLOOKUP(X;A:A;2;0)], where X is the number of the cell the reference for which you are looking for.
– Country default field uses a fixed ISO code, e.g. US for USA or CN for China, and usually matches the website extension of that country.
– Country custom field uses a custom code for import and the answer key should always be downloaded in the Field Setting. Use the following formula to match the actual value before importing: [=VLOOKUP(X;A:B;2;0)].
1. Proper format for new fields: Function and Role
– Function and Role fields also use fixed codes (check here for more information).
1. Proper format for custom single/multiple/cascading choice fields
– Always download the Answer Key and match the actual value before importing.
1. Clear formats from the whole spreadsheet
2. Import date and other fields inTroubleshooting CRM and Membership Bulk Import
1. Clean up your data in Excel
– Follow the top-10 ways to clean up your data in Excel: [https://support.microsoft.com/en-us/office/top-ten-ways-to-clean-your-data-2844b620-677c-47a7-ac3e-c2e157d1db19](https://support.microsoft.com/en-us/office/top-ten-ways-to-clean-your-data-2844b620-677c-47a7-ac3e-c2e157d1db19)
– Watch helpful tutorials on cleaning up data in Excel:
[https://www.youtube.com/watch?v=x78JR7XHTro](https://www.youtube.com/watch?v=x78JR7XHTro)[https://www.youtube.com/watch?v=e0TfIbZXPeA](https://www.youtube.com/watch?v=e0TfIbZXPeA)
1. Follow the rules in the HelpDesk articles
– For CRM: [https://help.glueup.com/crm/tips-tricks-crm/importing-contacts-in-bulk/](https://help.glueup.com/crm/tips-tricks-crm/importing-contacts-in-bulk/)
– For Membership: [https://help.glueup.com/membership/tips-tricks/importing-member-data-in-bulk/](https://help.glueup.com/membership/tips-tricks/importing-member-data-in-bulk/)
1. Download industry/country codes
– Download the industry/country code answer key here: [https://1drv.ms/x/s!AnY8kis86n2_b_HlM69Y005rCC4](https://1drv.ms/x/s!AnY8kis86n2_b_HlM69Y005rCC4)
– Note: There is a difference between the CRM and Membership import, but following the Membership formatting rules will always result in a successful import.
1. Proper format for phone numbers
– The phone number format should be as follows: (+)(country code)(space)(free format)…(extension), e.g. +86 10 XXXXXXX ext. 123
1. Proper format for email addresses
– Ensure that there is only one email address in each cell, in the proper format, e.g. ‘[xxxxxx@gmail.com](mailto:xxxxxx@gmail.com)’
– Improper format includes:
– Spaces in between letters
– Spaces in the beginning/end
– ; / ‘ < >
– No @ symbol
– Double @ symbols, e.g. xxxxx@[xxxxx@gmail.com](mailto:xxxxx@gmail.com)
– Use filters in Excel to identify improper email address formats.
1. Distinguish between default and custom fields for Industry and Country
– Industry default field uses a fixed code for import, e.g. CONST for Construction, and is never longer than 6 characters.
– Industry custom field uses a custom code for import and the answer key should always be downloaded in the Field Setting. Use the following formula to match the actual value before importing: [=VLOOKUP(X;A:A;2;0)], where X is the number of the cell the reference for which you are looking for.
– Country default field uses a fixed ISO code, e.g. US for USA or CN for China, and usually matches the website extension of that country.
– Country custom field uses a custom code for import and the answer key should always be downloaded in the Field Setting. Use the following formula to match the actual value before importing: [=VLOOKUP(X;A:B;2;0)].
1. Proper format for new fields: Function and Role
– Function and Role fields also use fixed codes (check here for more information).
1. Proper format for custom single/multiple/cascading choice fields
– Always download the Answer Key and match the actual value before importing.
1. Clear formats from the whole spreadsheet
2. Import date and other fields in