Question

Personal Contacts Import - Field Population Issue

  • 29 June 2017
  • 4 replies
  • 596 views

I imported my contacts from a CSV file from a file that originated from our company's QuickBooks file which was exported to Excel. I changed all of the field names to agree with the contact fields in RingCentral. I then imported successfully (or so it appeared) with no error messages. However, the "Business Address, Business Address2 and Email" fields did not populated under my personal contacts. Any suggestions as to why or what I am doing incorrectly? Thanks!


4 replies

It's a little hard to say, but here's what I would suggest trying.  Instead of editing the column headings in the Quickbooks file,  export the customer list from RingCentral, then copy/paste the data in the colums from the QuickBooks file into the RC exported file. Then import that updated file.  This will assure there are no errors in the column headings and everything maps over correctly.

Let us know if you still have problems.

Mike
Yessssssssss...crazy customer support couldn't articulate this to me.  Fantastic answer.
Oh, one more item...can I delete all of my contacts in one fell swoop prior to importing my correctly mapped RC exported file.
how do I transfer file to rc file phone number wont pop up

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