- Ensure that the .CSV or XLSX file has the proper header with no special characters.
- The related contacts column should have the email id of the contact to be associated. You can have multiple email ids separated by semicolon(;) in the related contacts column to associate the deal with multiple related contacts.
- The Account Name column should have the exact name of the account for the association to happen.
- Pipelines with corresponding stages are created in Freshsales. If custom pipelines are not created, all deals will get added to the default pipeline.
- All the required fields should be mapped to avoid errors.
Modified on: Sat, 18 Apr, 2020 at 2:45 AM
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