Contacts: How can I import contacts with a Company Name only?

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  • Updated 2 years ago
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  • (Edited)
I have a lot of contacts like restaurants, or company tech support numbers (Verizon, Go Daddy, etc) where the contact has no first name or last name. When importing my CSV file I get an error about missing information - it says all contacts must have EITHER first name, last name OR company.

After the import is completed none of the contacts with only a company name appear in my contact list.

Is the error message wrong? Is something special required for importing contacts that have only a company name?
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Robert Stoeber

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Posted 2 years ago

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Mike, Official Rep

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Hi Robert,  Can check and see if your CSV file has any of the following special characters?  If so you'll need to remove them.    

 <>/"
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Robert Stoeber

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Really? Are you sure the / is not allowed? That appears in every website address and many of my contacts have a website. Also, when I do a normal export from Google Contacts there is a column heading called TTY/TDD and I have been importing that with no problems.

Also, are you saying the double quote mark is not allowed in a CSV file? That appears in every standard CSV file around fields that contain embedded commas.

Anyway, I never remove either of those and my file imports absolutely correctly. There are no missing entries or missing data on any of the imported entries so I don't think those "special characters" are causing my problem.

What I'm seeing is very, very consistent - every contact that is like a restaurant or another business where I only have the company name, phone and sometimes the address, will not import. If I put an x in either the first name or last name of the restaurants they will be imported.
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Mike, Official Rep

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Sorry.  I should  have been more specific. 

NOTE:  Import will fail if a contact name on your list has the following symbols<>/".  Please remove these four prohibited symbols from the contact names,

See:  Importing Personal contacts in your RingCentral account
(Edited)
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Robert Stoeber

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My contact names and company names contain no special characters.

Again, the problem is specifically with importing contacts that have blank first and last names. No contacts with only a company name will import. Everything else is working properly.

So either your documentation is wrong, or your contact import code is not working.
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Kim, Alum

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Robert- thank you for the additional information. Do you have a case number we can follow up with? If not, please open a case and let us know the case number. 
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Robert Stoeber

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Case # 04574272

I was promised a response in 24 hours. It has now been 4 DAYS with no update.
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Mike, Official Rep

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Hello Robert, I see from your case notes an agent tried to contact you.  Can you update the case with notes if there's a window of time or particular number they can try and reach you at? 
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Robert Stoeber

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OK, after several hours of experimenting with various CSV file formats and options, I think I have discovered the problem. It's not that my records are being skipped during the import.

The situation is that when importing records, RingCentral thinks that all records with a blank first and last name are duplicates. In other words, every record that has only a company name will overwrite the previous record that only had a company name.

This behavior, in my humble opinion, is incorrect since the company names are different so the record clearly isn't a duplicate.

The workaround is to select the option that says "Keep current existing record and add new record imported from import file" but that could introduce actual duplicates, so I prefer importing with the option "Overwrite existing record with the new record."

I will post this under a separate thread as well so that it's easier to find.
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Kim, Alum

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@Robert - Thank you for the additional information, and for creating an Idea request for the product team to look at and review for the future.
(Edited)
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Regina

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I have had to handle duplicates by creating a master contact sheet from all of our users' inputs, then removing duplicates in excel before importing them to RC. Very labor intensive. 
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Phil Correia

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Why can't we just use an API to link from a CRM or other database and create these new records in an automated manner?