Import Issues

Use template, save as CSV UTF-8

Check error report: duplicates, missing required fields, invalid references

UTF-8 encoding. Excel: Save As > CSV UTF-8

Split the file into smaller batches — 2,000 to 5,000 rows imports comfortably. The maximum is 8,000 rows per file.

Only columns mapped to a field are imported — the rest are listed in the warning shown at the mapping step and again on the result screen. Assignment needs the 'Assigned To (Email)' column (also accepted: Assignee, Assigned To, Technician); a custom field cannot assign anyone.