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Help loading leads in VicidialNow

PostPosted: Thu Apr 15, 2010 11:29 am
by msquires
New to Predictive Dials and new to Vicidial.
I have been working with it to TWO Days.
Need lots of HELP.

I created a .CSV file and formatted it using the with fields
"Area_Code","Phone_Number","First_Name","Last_Name","Address","City","State","Zip","E-Mail"

When I upload it under LIST / LOAD NEW LEADS is kicks a DUP error in the Standard Format, and when I use the Custom Layout it reports GOOD but the leads never actually load.

Please Help.


Also is there is free step-by-stem manual for designing implementation of Vicidial & VTiger?

thanks

PostPosted: Thu Apr 15, 2010 11:35 am
by brett05
the best solution is creating a file with your data using excel :
exemple -->
open a new excel file the create your data name phone etc.. and fill it with your data nad finally save as it as txt you will find it in the excel .
and it's ok then upload this txt file from vicidial admin
it's done

Re: Help loading leads in VicidialNow

PostPosted: Thu Apr 15, 2010 2:49 pm
by okli
msquires wrote:...When I upload it under LIST / LOAD NEW LEADS is kicks a DUP error in the Standard Format,
Do not use standard, or make sure the file you upload is following the specs for a standard file.

msquires wrote: and when I use the Custom Layout it reports GOOD but the leads never actually load.
Did you check if the leads are in the corresponding list?


Also make sure there are no special characters such as & % () etc. in your CSV file.

I've uploaded so far perhaps over 10 million leads in comma delimited files, never had a single issue.
Still quite curious what's the reason behind those failures when reading number of similar topics...