Fix customer or employee import errors

By message

1. 1

   Missing First name / Email / Phone / Street / City / State / ZIP

   Required for every row. Fill the cell, or map a Full address column and let Zentive split it.

2. 2

   Invalid email format

   Fix typos (missing @, spaces). Rows without email cannot be invited to the portal.

3. 3

   Phone number looks too short

   Use a full 10-digit number; formatting is normalized.

4. 4

   Duplicates

   Email or phone already exists in Zentive. Skipped by default; open the Duplicates tab to link instead.

5. 5

   Pay rate is not a number (employees)

   Digits only, e.g. 24 or 24.50.

6. 6

   File won't upload

   CSV, XLSX, or XLS up to 10 MB and 5,000 rows, with a header row. Export from QuickBooks, Jobber, Housecall Pro, or ServiceTitan and pick that source on step 1.