Resolving Data Import Issues

❌ Error: "File format niet supported"

Supported formats:

• CSV (.csv) - Recommended
• Excel (.xlsx, .xls)
• vCard (.vcf)

Solution:

1. Check file extension
2. Open in Excel → Save As → CSV UTF-8
3. Try again

❌ Error: "Missing required fields"

Required fields for Contacts:

• Name (First + Last) OR Company Name
• Email OR Phone (at least one)

Solution:

1. Open CSV in Excel
2. Add missing columns
3. Fill required data
4. Save and reimport

❌ Error: "Invalid date format"

Correct date formats:

• YYYY-MM-DD (2024-10-23) - Recommended
• DD/MM/YYYY (23/10/2024)
• MM/DD/YYYY (10/23/2024) - US format

Solution:

1. Format all date columns in Excel
2. Select column → Format Cells → Date → YYYY-MM-DD
3. Save and reimport

Map CSV columns to Tesoro fields:

Import wizard steps:

1. Upload CSV file
2. Tesoro shows column preview
3. Map each column to Tesoro field:
   • "Email Address" → Email
   • "Full Name" → First Name (splits automatically)
   • "Mobile" → Phone
   • "Company" → Company Name
4. Preview mapping
5. Click Import

Map custom fields:

If you have custom CSV columns:

1. Create custom field in Tesoro first (Settings → Custom Fields)
2. During import: Map column to custom field
3. Data will be imported to custom field

Skip unwanted columns:

• Columns you don't want to import: Select "Skip" in mapping dropdown
• E.g. internal IDs, notes, etc.