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Home Release notes A spreadsheet with empty cells now imports, instead of failing as a whole

A spreadsheet with empty cells now imports, instead of failing as a whole

An import with an empty Currency, Stage, Status or Tags column could fail as a whole, with a server error that named nothing you could fix. An empty cell now takes the field's usual starting value (INR for currency, New for a lead's stage), an update leaves the stored value as it is, and a row missing something it cannot do without is listed with the field named while the other rows still import.

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What changed

✅

An empty cell takes the default

An empty Currency imports as INR, an empty Stage as New on a lead and as the first stage of your default pipeline on a deal, just as a deal made by hand starts, and Status, Priority and In use the same way. This holds on leads, customers, deals, tasks, visits, vendors, items, expenses, employees, projects and every other list with Import CSV. Before, one such cell stopped the whole file.

💾

Update keeps what is stored

With Update chosen for rows that already exist, an empty Currency or Stage leaves the record’s own value alone, instead of trying to empty a field that always holds a value.

🏷

Empty tags are no tags

An empty Tags or Interested in cell imports as no tags.

📝

Missing essentials are named

A new project task with no project, or a quality inspection with no item, is listed by its row with the field named, and the rows beside it still import.

Does this change anything you already have?

Nothing you already have changes. An import that failed this way saved none of its rows, so run the same file again and they go in. A record saved through the API with an empty lead outcome or visit place now saves, keeping the stored value or taking the default, where before the save was refused.

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