Troubleshooting
My CSV import went wrong
Upload went wrong? Here's how to fix the usual problems.
The steps at a glance
Step 1 of 4
In the menu on the left, tap Uploads. On a phone, tap the ☰ menu button at the top first.
Menu Calls Help desk Mail Uploads Team chat Live chat Boards Tap the upload and choose Problems.
companyflowhq.com/uploads CompanyFlowHQ Calls Help desk Mail Uploads Team chat Live chat Boards Uploads Search ⌘K All rows Problems Row 14 — phone looks wrong Problem Uploads All rows Problems Row 14 — phone… Problem Fix the rows in your spreadsheet, save as CSV, and upload again. Existing people are merged, not doubled.
companyflowhq.com/leads CompanyFlowHQ Command Cent… Leads Inbox Calls Help desk Mail Uploads Leads Search ⌘K Upload Leads Leads Upload Leads At Match columns, check each column. Choose Don’t import for anything you don't need.
companyflowhq.com/leads CompanyFlowHQ Command Cent… Leads Inbox Calls Help desk Mail Uploads Leads Search ⌘K Column C → Don’t import Leads Column C → Don’t import
✅ How do I know it worked?
- The new upload shows fewer With problems.
⚠️ Common mistakes
ProblemNames landed in the notes.FixThat column was set to Add to note (word for word). Set it to Full name.
ProblemPhone numbers lost their leading 0 in Excel.FixFormat the phone column as Text in Excel, or add +44.
Problem“Stopped part-way”.FixUpload the same file again — rows already imported are merged, not doubled.
