Troubleshooting Import Errors into Your CRM

You may occasionally see an error or warning when importing contacts from Seamless into your CRM.

Some messages come from Seamless, while others are caused by your CRM’s settings, permissions, duplicate rules, validation rules, or required fields. This guide will help you identify common CRM import errors and understand how to resolve them.

In this article

• Account Duplication Alerts
• Importing Contacts with an Unknown Email Validation Status
• Salesforce Duplicate Record Errors
• HubSpot Connection Errors
• Other CRM Import Errors

Account Duplication Alerts

If you see a yellow flag alert, Seamless has detected a possible duplicate Account or Company in your Salesforce instance for that contact.

This alert means the contact may already be associated with an existing Account in Salesforce.

How to resolve it

1. Click the yellow flag next to the record.
2. Review the duplicate Account or Company details.
3. Choose one of the following options:
   
   • Add a new Account
   • Append the contact to an existing Account
4. Save your selection.

Once you make a selection, Seamless will update the record and the contact should import successfully.

Salesforce duplicate record error

You may also see this Salesforce error: “You’re creating a duplicate record. We recommend you use an existing record instead.”

This error comes directly from Salesforce and is usually caused by Salesforce duplicate rules.

A Salesforce Admin may need to review the duplicate rule that triggered the error and adjust the rule settings if needed. In some cases, the admin may turn off alerts for that specific duplicate rule.

Important: Turning off duplicate alerts may allow real duplicate records to be created in Salesforce, so your Salesforce Admin should review the rule carefully before making changes.

Importing Contacts with an Unknown Email Validation Status

When researching new contacts, you may occasionally find an email with an Unknown validation status.

An Unknown email status means Seamless could not fully validate the email at the time it was found. You can still import these contacts into your CRM, but Seamless may ask you to confirm the import first.

How to identify an Unknown email status

An Unknown email is usually displayed with a yellow exclamation point icon.

How to import an Unknown email to your CRM

1. Click the Import button for your CRM.
2. If the contact has an Unknown email status, you may see a yellow warning that says Confirmation Required.
3. Click the yellow exclamation point.
4. In the pop-up window, click Import to confirm that you want to import the contact.
5. Optional: Select Don’t show me this warning again if you do not want to see this confirmation pop-up for future imports with Unknown email statuses.

Once confirmed, the contact will be imported into your CRM.

HubSpot Connection Error

You may see a HubSpot error that says:

“Couldn’t complete the connection.”

This error is usually related to the permissions assigned to the CRM user in HubSpot.

How to resolve it

Ask your HubSpot Admin to confirm that the connected user has the correct permissions.

The following permissions are required to import records from Seamless into HubSpot:

CRM Tab

Object access

• Contacts: View and Edit
• Companies: View and Edit

CRM Tools

• Import
• Edit property settings
  This is needed for bulk imports and for matching Seamless records to existing HubSpot records.

Marketing Tab

• Lists
  This is only required if you want to import contacts into static lists.

Other CRM Import Errors

In general, a red flag means there is an error preventing the contact from importing into your CRM.

To troubleshoot:

1. Click the red flag next to the record.
2. Review the error message.
3. Check whether the issue is related to:
   
   • A disconnected CRM account
   • Missing CRM permissions
   • CRM validation rules
   • CRM duplicate rules
   • Required fields in your CRM
   • Custom CRM settings

If the error is caused by rules, permissions, or settings inside your CRM, contact your CRM Admin for help resolving the issue.