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Pre-Import Validation

After uploading your file and mapping fields, Habib's CRM validates your data before importing. This allows you to catch and fix errors without affecting your existing data.

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How It Works

  1. Upload your CSV file
  2. Map your columns to Habib's CRM fields
  3. Review the potential errors highlighted in yellow
  4. Fix errors directly in the UI
  5. Confirm the import

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Error Display

Rows with issues are highlighted in yellow. You can:
  • Edit the cell directly to fix the error
  • Remove the row to skip it entirely
This inline editing saves time—no need to go back to your spreadsheet, fix errors, and re-upload.

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Common Error Types

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Duplicate Values

Cause: A unique field (email, domain) already exists in Habib's CRM or appears twice in your file. Fix:
  • Edit the duplicate value in the import UI
  • Remove one of the duplicate rows
See Uniqueness Constraints for more details on how uniqueness is enforced.

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Invalid Format

Cause: Data doesn’t match the expected format (e.g., invalid email, wrong date format). Fix: Edit the cell to use the correct format. See Field Mapping for the expected format of each field type.

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Missing Required Fields

Cause: A required field is empty. Fix: Enter a value in the required field or remove the row.

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Relation Not Found

Cause: The referenced record doesn’t exist (e.g., a Company domain that wasn’t imported). Fix:
  • Import the parent records first
  • Or correct the reference value
See Import Relations for the correct import order and how to link records.

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Tips for Fewer Errors

  1. Download the template to see expected format prior to importing your file
  2. Clean your data in the spreadsheet first
  3. Import files in correct order to import relations (Companies → People → Opportunities)
  4. Test with small batches before full import
  5. Check for duplicates before uploading
  6. Limit the size of your file to 10,000 records per file