Customer Import

Import customers failed

Clean up the file issues that usually break a customer import so you can get the list in without reworking it three more times.

Owner/AdminTroubleshootingCustomer Import3 minutesLast reviewed Mar 22, 2026Reviewed 1 days ago
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Before you start

  • You already attempted the import and still have the CSV file.

What this usually means

Most failed imports come from messy headers, duplicate rows, blank required fields, or formatting the importer does not expect.

Fastest fix first

  1. 1

    Check the header row and required columns first

    Make sure the file uses clear column names and includes the fields Zentive expects. Imports often fail before row data even matters.

  2. 2

    Remove blank rows, duplicate customers, and partial records

    A quick cleanup in the CSV usually solves most import failures, especially when old exports have extra blank lines or duplicate contacts.

  3. 3

    Retry the import and check a few records right away

    After the cleaned file uploads, open a few imported customers to make sure names, addresses, phone numbers, and notes landed where you expected.

Common trouble spots

Special characters, merged cells, exported spreadsheet formulas, and phone or ZIP formats from another system can all trip up an import.

If it still fails

Send support the CSV file and the exact import error. That gives them a much better shot at finding the broken row or column fast.

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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.

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