Import by Scenario (Leads)

Hi @chenwm  Please use below import scenario to import the Leads.

Below is the link for reference.

Hi @chenwm 

Please find the attached Import scenario to import leads

Thanks for the workaround. Let me test it out.

Hi guys,

I managed to solve it. Just rearranged some fields in order in the import scenario and it works! 

Thanks for the help guys.

Had the exact same issue and changing the order solved as above solved it.  No logic to this.  Thank goodness for this forum.

Hi guys,

I managed to solve it. Just rearranged some fields in order in the import scenario and it works! 

Thanks for the help guys.

 

 

This suggestion seemed to work for me also for some unknown reason. It didn’t seem to matter what field was above the <key>, so I just duplicated the Account Name field and moved one of them to the first line. It does not seem to save that data as I had originally moved an existing field to the top and it created the record without error but that particular field never set. The below worked for me.

​@cberwaldt Does your import import multiple records? With the settings you demonstrate, I cannot update the Header fields (Lead Summary) nor import multiple leads. First one imports then second one gives me the same “Last Name or Account Name should be filled in” error.