Why won’t the CSV or Excel file import?
Check file type, first-row headers and the phone column. Resave a password-protected, empty or unsupported file.
Check file type, first-row headers and the phone column. Resave a password-protected, empty or unsupported file. Confirm that preview opens and its row and column counts match the file.
Before you start
- The time of the issue and affected record
- The exact on-screen error text
Step by step
Open Data Management → Import data
Go to Data Management → Import data from the main menu. Confirm that the selected record matches the task you are about to complete.
Why won’t the CSV or Excel file import?
Check file type, first-row headers and the phone column. Resave a password-protected, empty or unsupported file.
Check the result
Confirm that preview opens and its row and column counts match the file.
Result checkIf it did not work
Check these
- If the screen or control is missing, check your user role and whether the feature is enabled for your account.
- If the action does not finish, send the exact on-screen error text to support.
Does this step look different in your panel?
We can review the screen and exact error text together.
This guide was checked against the product UI and code inventory on 29 August 2026.
