Prospects and Contacts Import Errors

This section covers errors you might see when importing prospects and contacts. For more information, see That Record Does Not Exist.

That Record Does Not Exist

The error occurs when phone numbers aren't mapped correctly.

To fix the error:

  1. Go to Lists > Search > Saved Searches > New.

  2. Click Customer.

  3. On the Criteria > Standard subtab, add the Stage is Prospect filter in addition to any other required fields.

  4. In the Results > Columns subtab, add the following fields:

    • Name

    • Phone Number

    • Contact Fields: Name

    • Contact Fields: Internal ID

    • Other required fields

  5. Click Preview.

  6. Click Export -CSV.

  7. Save the CSV file.

  8. Open the CSV file and edit as required (for example, update the phone number field).

  9. Save the CSV file.

When importing the CSV file, map the fields as follows:

Your Fields

NetSuite Fields

Internal ID

Internal ID (Internal ID of Prospect)

Company

Company Name (Prospect Folder)

Phone

Phone (Prospect Folder)

Contact

Contact (Contact Folder)

Contact Phone Number

Main Phone (Contact Folder)

Internal ID of Contacts

Internal ID (Contact Folder)

Related Topics

General Notices